Meritage Portfolio Management’s Apple Hospitality REIT APLE Stock Holding History

Meritage Portfolio 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
2025 Q1	–	Sell	-328,076	Closed	-$5.04M	–	321
2024 Q4	$5.04M	Sell	328,076 -2,542	-0.8%	-$39.4K	0.31%	84
2024 Q3	$4.91M	Sell	330,618 -3,620	-1%	-$52.4K	0.3%	106
2024 Q2	$4.86M	Sell	334,238 -3,929	-1%	-$58.6K	0.31%	100
2024 Q1	$5.54M	Buy	338,167 +74,693	+28%	+$1.22M	0.35%	88
2023 Q4	$4.38M	Sell	263,474 -2,158	-0.8%	-$35K	0.29%	110
2023 Q3	$4.08M	Sell	265,632 -5,593	-2%	-$85.6K	0.3%	110
2023 Q2	$4.1M	Sell	271,225 -13,416	-5%	-$203K	0.29%	115
2023 Q1	$4.42M	Buy	284,641 +189	+0.1%	+$3.09K	0.33%	106
2022 Q4	$4.49M	Buy	284,452 +142,176	+100%	+$2.29M	0.35%	101
2022 Q3	$2M	Sell	142,276 -155,118	-52%	-$2.46M	0.17%	166
2022 Q2	$4.36M	Buy	297,394 +4,313	+1%	+$71.3K	0.34%	99
2022 Q1	$5.27M	Buy	+293,081	New	+$5.01M	0.33%	95

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meritage Portfolio Management's APLE Position: Q1 2025 in Review

Meritage Portfolio Management sold out of Apple Hospitality REIT (APLE) in Q1 2025, closing a stake of 328,076 shares — an estimated $5.04M sold.

Meritage Portfolio Management first reported a position in APLE in Q1 2022 and held it in 12 quarters. The position peaked at $5.54M in Q1 2024. 338 funds tracked by Wall St. Rank hold APLE as of Q1 2025.

Meritage Portfolio Management reported no remaining Apple Hospitality REIT position as of Q1 2025 after selling out during the quarter.
Meritage Portfolio Management sold 328,076 Apple Hospitality REIT shares in Q1 2025, an estimated $5.04M.
Meritage Portfolio Management first reported a position in Apple Hospitality REIT in Q1 2022 and held it in 12 quarters.
Meritage Portfolio Management's Apple Hospitality REIT position peaked at $5.54M in Q1 2024.
338 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2025.

Based on Meritage Portfolio Management's 13F filing for Q1 2025, filed 28 Apr 2025.