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Omnia Family Wealth’s Apple Hospitality REIT APLE Stock Holding History

Omnia Family Wealth’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
2020
Q2 		– Sell
-13,753
Closed -$126K – 71
2020
Q1 		$126K Buy
13,753
+1,761
+15% +$23.1K 0.13% 74
2019
Q4 		$195K Sell
11,992
-439
-4% -$7.1K 0.09% 91
2019
Q3 		$206K Buy
+12,431
New +$197K 0.15% 84
2019
Q2 		– Sell
-6,584
Closed -$107K – 132
2019
Q1 		$107K Buy
6,584
+1,489
+29% +$23.9K 0.05% 122
2018
Q4 		$73K Sell
5,095
-2,318
-31% -$36.9K 0.04% 131
2018
Q3 		$130K Buy
7,413
+928
+14% +$16.5K 0.06% 106
2018
Q2 		$117K Buy
6,485
+2,854
+79% +$52.2K 0.05% 109
2018
Q1 		$64K Buy
3,631
+3,329
+1,102% +$61K 0.03% 134
2017
Q4 		$6K Buy
+302
New +$5.82K ﹤0.01% 315
2017
Q2 		– Sell
-119
Closed -$2K – 708
2017
Q1 		$2K Buy
+119
New +$2.35K ﹤0.01% 564

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's APLE Position: Q2 2020 in Review

Omnia Family Wealth sold out of Apple Hospitality REIT (APLE) in Q2 2020, closing a stake of 13,753 shares — an estimated $126K sold.

Omnia Family Wealth first reported a position in APLE in Q1 2017 and held it in 10 quarters. The position peaked at $206K in Q3 2019. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

  • Omnia Family Wealth reported no remaining Apple Hospitality REIT position as of Q2 2020 after selling out during the quarter.
  • Omnia Family Wealth sold 13,753 Apple Hospitality REIT shares in Q2 2020, an estimated $126K.
  • Omnia Family Wealth first reported a position in Apple Hospitality REIT in Q1 2017 and held it in 10 quarters.
  • Omnia Family Wealth's Apple Hospitality REIT position peaked at $206K in Q3 2019.
  • 248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Omnia Family Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.