Mackenzie Financial
APLE icon

Mackenzie Financial’s Apple Hospitality REIT APLE Stock Holding History

Mackenzie Financial’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 		$442K Buy
+26,312
New +$376K ﹤0.01% 1346
2026
Q1 		– Sell
-15,302
Closed -$183K – 1445
2025
Q4 		$183K Sell
15,302
-595
-4% -$6.98K ﹤0.01% 1555
2025
Q3 		$191K Sell
15,897
-6
-0% -$74 ﹤0.01% 1570
2025
Q2 		$186K Buy
15,903
+428
+3% +$5.02K ﹤0.01% 1569
2025
Q1 		$200K Sell
15,475
-4
-0% -$58 ﹤0.01% 1527
2024
Q4 		$238K Sell
15,479
-16
-0.1% -$248 ﹤0.01% 1485
2024
Q3 		$230K Sell
15,495
-504,944
-97% -$7.31M ﹤0.01% 1314
2024
Q2 		$7.57M Sell
520,439
-5,186
-1% -$77.3K 0.01% 480
2024
Q1 		$8.61M Buy
525,625
+8,275
+2% +$135K 0.01% 471
2023
Q4 		$8.59M Buy
517,350
+6,839
+1% +$111K 0.01% 453
2023
Q3 		$7.54M Sell
510,511
-14,433
-3% -$221K 0.01% 469
2023
Q2 		$8.12M Sell
524,944
-8,834
-2% -$134K 0.01% 482
2023
Q1 		$8.28M Buy
533,778
+231,367
+77% +$3.79M 0.01% 467
2022
Q4 		$4.77M Buy
302,411
+12,997
+4% +$210K 0.01% 525
2022
Q3 		$4.07M Buy
289,414
+4,826
+2% +$76.6K 0.01% 560
2022
Q2 		$4.17M Buy
284,588
+271,121
+2,013% +$4.48M 0.01% 570
2022
Q1 		$242K Buy
13,467
+1,434
+12% +$24.5K ﹤0.01% 1216
2021
Q4 		$194K Sell
12,033
-748
-6% -$11.8K ﹤0.01% 1339
2021
Q3 		$201K Buy
+12,781
New +$192K ﹤0.01% 1332
2020
Q3 		– Sell
-12,659
Closed -$122K – 993
2020
Q2 		$122K Hold
12,659
– – ﹤0.01% 965
2020
Q1 		$116K Sell
12,659
-476,941
-97% -$6.26M ﹤0.01% 1012
2019
Q4 		$7.96M Hold
489,600
– – 0.02% 364
2019
Q3 		$8.12M Hold
489,600
– – 0.02% 356
2019
Q2 		$7.76M Hold
489,600
– – 0.02% 355
2019
Q1 		$7.98M Hold
489,600
– – 0.02% 412
2018
Q4 		$6.98M Hold
489,600
– – 0.02% 439
2018
Q3 		$8.56M Buy
+489,600
New +$8.69M 0.02% 374

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 $3.37T AUM 44.26% 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 40.91% 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

Mackenzie Financial's APLE Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Apple Hospitality REIT (APLE) in Q2 2026: 26,312 shares worth $442K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in APLE as recently as Q4 2025.

Mackenzie Financial first reported a position in APLE in Q3 2018 and has held it in 27 quarters since. The position peaked at $8.61M in Q1 2024. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Mackenzie Financial held 26,312 shares of Apple Hospitality REIT worth $442K as of Q2 2026.
  • Apple Hospitality REIT was a new Mackenzie Financial position in Q2 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1346 holding.
  • Mackenzie Financial first reported a position in Apple Hospitality REIT in Q3 2018 and has held it in 27 quarters since.
  • Mackenzie Financial's Apple Hospitality REIT position peaked at $8.61M in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.