Monument Capital Management
APLE icon

Monument Capital Management’s Apple Hospitality REIT APLE Stock Holding History

Monument Capital 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 		$421K Sell
26,053
-2,452
-9% -$39.8K 0.09% 172
2026
Q2 		$479K Buy
28,505
+12,061
+73% +$172K 0.1% 171
2026
Q1 		$189K Hold
16,444
– – 0.05% 214
2025
Q4 		$195K Hold
16,444
– – 0.05% 214
2025
Q3 		$197K Buy
+16,444
New +$203K 0.05% 221

Other funds holding APLE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Monument Capital Management's APLE Position: Q3 2026 in Review

Monument Capital Management reduced its Apple Hospitality REIT (APLE) stake by 8.6% in Q3 2026, selling an estimated $39.8K and leaving 26,053 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #172.

Monument Capital Management first reported a position in APLE in Q3 2025 and has held it in 5 quarters since. The position peaked at $479K in Q2 2026. 313 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Monument Capital Management held 26,053 shares of Apple Hospitality REIT worth $421K as of Q3 2026.
  • Monument Capital Management sold 2,452 Apple Hospitality REIT shares in Q3 2026, an estimated $39.8K.
  • Apple Hospitality REIT made up 0.09% of Monument Capital Management's portfolio in Q3 2026, its #172 holding.
  • Monument Capital Management first reported a position in Apple Hospitality REIT in Q3 2025 and has held it in 5 quarters since.
  • Monument Capital Management's Apple Hospitality REIT position peaked at $479K in Q2 2026.
  • 313 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.