Next Financial Group’s Apple Hospitality REIT APLE Stock Holding History

Next Financial Group’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
2021 Q4	$33K	Hold	2,078	–	–	﹤0.01%	1666
2021 Q3	$32K	Sell	2,078 -5,190	-71%	-$77.8K	﹤0.01%	1602
2021 Q2	$111K	Hold	7,268	–	–	0.01%	1070
2021 Q1	$106K	Buy	7,268 +200	+3%	+$2.78K	0.01%	1005
2020 Q4	$91K	Hold	7,068	–	–	0.01%	990
2020 Q3	$68K	Buy	+7,068	New	+$68.1K	0.01%	994
2020 Q2	–	Sell	-78	Closed	-$1K	–	661
2020 Q1	$1K	Sell	78 -1,155	-94%	-$15.2K	﹤0.01%	1983
2019 Q4	$20K	Hold	1,233	–	–	﹤0.01%	1523
2019 Q3	$20K	Hold	1,233	–	–	﹤0.01%	1437
2019 Q2	$19K	Buy	1,233 +65	+6%	+$1.05K	﹤0.01%	1472
2019 Q1	$19K	Buy	+1,168	New	+$18.7K	﹤0.01%	968
2017 Q2	–	Sell	-637	Closed	-$12K	–	1897
2017 Q1	$12K	Sell	637 -2,400	-79%	-$47.3K	﹤0.01%	1196
2016 Q4	$61K	Buy	+3,037	New	+$56.5K	0.01%	875

Other funds holding APLE

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

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

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

Next Financial Group's APLE Position: Q4 2021 in Review

Next Financial Group held its Apple Hospitality REIT (APLE) position steady in Q4 2021 at 2,078 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Next Financial Group first reported a position in APLE in Q4 2016 and has held it in 13 quarters since. The position peaked at $111K in Q2 2021. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2021.

Next Financial Group held 2,078 shares of Apple Hospitality REIT worth $33K as of Q4 2021.
Next Financial Group left its Apple Hospitality REIT share count unchanged in Q4 2021.
Apple Hospitality REIT made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1666 holding.
Next Financial Group first reported a position in Apple Hospitality REIT in Q4 2016 and has held it in 13 quarters since.
Next Financial Group's Apple Hospitality REIT position peaked at $111K in Q2 2021.
249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.