KIM
APLE icon

Kestra Investment Management’s Apple Hospitality REIT APLE Stock Holding History

Kestra Investment 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
Q2 		$1.35M Buy
80,599
+9,717
+14% +$139K 0.03% 188
2026
Q1 		$816K Buy
70,882
+27,445
+63% +$332K 0.01% 238
2025
Q4 		$515K Buy
43,437
+726
+2% +$8.52K 0.01% 276
2025
Q3 		$513K Buy
42,711
+16,337
+62% +$202K 0.01% 270
2025
Q2 		$308K Buy
26,374
+21,955
+497% +$258K 0.01% 358
2025
Q1 		$57K Buy
+4,419
New +$64.6K ﹤0.01% 458

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Investment Management's APLE Position: Q2 2026 in Review

Kestra Investment Management increased its Apple Hospitality REIT (APLE) stake by 14% in Q2 2026, buying an estimated $139K and bringing the position to 80,599 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #188.

Kestra Investment Management first reported a position in APLE in Q1 2025 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Kestra Investment Management held 80,599 shares of Apple Hospitality REIT worth $1.35M as of Q2 2026.
  • Kestra Investment Management bought 9,717 Apple Hospitality REIT shares in Q2 2026, an estimated $139K.
  • Apple Hospitality REIT made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #188 holding.
  • Kestra Investment Management first reported a position in Apple Hospitality REIT in Q1 2025 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.