Jupiter Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Jupiter Asset Management’s Portfolio APLE Stock Details APLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.7M	Buy	2,332,853 +2,067,208	+778%	+$33.5M	0.18%	140
2026 Q2	$4.47M	Buy	+265,645	New	+$3.8M	0.02%	373
2021 Q1	–	Sell	-307,566	Closed	-$3.97M	–	567
2020 Q4	$3.97M	Sell	307,566 -587,972	-66%	-$6.98M	0.04%	348
2020 Q3	$8.6M	Buy	+895,538	New	+$8.63M	0.09%	233

Other funds holding APLE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Jupiter Asset Management's APLE Position: Q3 2026 in Review

Jupiter Asset Management increased its Apple Hospitality REIT (APLE) stake by 778% in Q3 2026, buying an estimated $33.5M and bringing the position to 2,332,853 shares worth $37.7M. The position accounts for 0.18% of the portfolio, ranked #140.

Jupiter Asset Management first reported a position in APLE in Q3 2020 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

Jupiter Asset Management held 2,332,853 shares of Apple Hospitality REIT worth $37.7M as of Q3 2026.
Jupiter Asset Management bought 2,067,208 Apple Hospitality REIT shares in Q3 2026, an estimated $33.5M.
Apple Hospitality REIT made up 0.18% of Jupiter Asset Management's portfolio in Q3 2026, its #140 holding.
Jupiter Asset Management first reported a position in Apple Hospitality REIT in Q3 2020 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.