Orion Portfolio Solutions’s Apple Hospitality REIT APLE Stock Holding History

Orion Portfolio Solutions’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	$896K	Buy	69,383 +3,769	+6%	+$55.1K	0.01%	1139
2024 Q4	$1.01M	Buy	65,614 +83	+0.1%	+$1.29K	0.01%	1051
2024 Q3	$973K	Sell	65,531 -103	-0.2%	-$1.49K	0.01%	1050
2024 Q2	$954K	Buy	65,634 +10,812	+20%	+$161K	0.01%	1019
2024 Q1	$898K	Buy	54,822 +392	+0.7%	+$6.41K	0.01%	1033
2023 Q4	$924K	Sell	54,430 -3,553	-6%	-$57.7K	0.01%	983
2023 Q3	$889K	Sell	57,983 -323,455	-85%	-$4.95M	0.01%	972
2023 Q2	$904K	Buy	381,438 +320,514	+526%	+$4.86M	0.01%	991
2023 Q1	$946K	Buy	+60,924	New	+$997K	0.01%	898
2020 Q3	–	Sell	-277	Closed	-$3K	–	524
2020 Q2	$3K	Sell	277 -266	-49%	-$2.53K	﹤0.01%	1616
2020 Q1	$5K	Sell	543 -159	-23%	-$2.09K	﹤0.01%	1269
2019 Q4	$11K	Buy	+702	New	+$11.4K	﹤0.01%	957

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

Orion Portfolio Solutions's APLE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Apple Hospitality REIT (APLE) stake by 5.7% in Q1 2025, buying an estimated $55.1K and bringing the position to 69,383 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #1139.

Orion Portfolio Solutions first reported a position in APLE in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2024. 338 funds tracked by Wall St. Rank hold APLE as of Q1 2025.

Orion Portfolio Solutions held 69,383 shares of Apple Hospitality REIT worth $896K as of Q1 2025.
Orion Portfolio Solutions bought 3,769 Apple Hospitality REIT shares in Q1 2025, an estimated $55.1K.
Apple Hospitality REIT made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1139 holding.
Orion Portfolio Solutions first reported a position in Apple Hospitality REIT in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Apple Hospitality REIT position peaked at $1.01M in Q4 2024.
338 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.