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O'Shaughnessy Asset Management’s Apple Hospitality REIT APLE Stock Holding History

O'Shaughnessy Asset 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
Q2 		$170K Buy
+10,115
New +$145K ﹤0.01% 2067
2025
Q2 		– Sell
-11,580
Closed -$149K – 2383
2025
Q1 		$149K Sell
11,580
-1,379
-11% -$20.2K ﹤0.01% 1828
2024
Q4 		$199K Buy
12,959
+2,030
+19% +$31.4K ﹤0.01% 1747
2024
Q3 		$164K Sell
10,929
-3,039
-22% -$44K ﹤0.01% 1722
2024
Q2 		$203K Sell
13,968
-17,329
-55% -$258K ﹤0.01% 1538
2024
Q1 		$513K Sell
31,297
-3,204
-9% -$52.4K 0.01% 1088
2023
Q4 		$573K Sell
34,501
-4,796
-12% -$77.9K 0.01% 950
2023
Q3 		$603K Sell
39,297
-19,975
-34% -$306K 0.01% 860
2023
Q2 		$896K Buy
59,272
+4,441
+8% +$67.3K 0.01% 685
2023
Q1 		$851K Buy
54,831
+40,467
+282% +$662K 0.01% 703
2022
Q4 		$227K Buy
14,364
+952
+7% +$15.4K ﹤0.01% 1074
2022
Q3 		$189K Buy
13,412
+1,803
+16% +$28.6K ﹤0.01% 1088
2022
Q2 		$170K Buy
11,609
+661
+6% +$10.9K ﹤0.01% 1056
2022
Q1 		$197K Buy
+10,948
New +$187K ﹤0.01% 1082
2021
Q4 		– Sell
-9,934
Closed -$156K – 1318
2021
Q3 		$156K Buy
9,934
+847
+9% +$12.7K ﹤0.01% 1149
2021
Q2 		$139K Sell
9,087
-2,268
-20% -$35.2K ﹤0.01% 1188
2021
Q1 		$165K Sell
11,355
-1,228
-10% -$17.1K ﹤0.01% 1000
2020
Q4 		$162K Sell
12,583
-3,643
-22% -$43.2K ﹤0.01% 905
2020
Q3 		$156K Sell
16,226
-351
-2% -$3.38K ﹤0.01% 779
2020
Q2 		$160K Sell
16,577
-23,849
-59% -$227K 0.01% 714
2020
Q1 		$371K Buy
40,426
+36,599
+956% +$481K 0.01% 343
2019
Q4 		$62K Buy
3,827
+3,719
+3,444% +$60.2K ﹤0.01% 916
2019
Q3 		$2K Hold
108
– – ﹤0.01% 852
2019
Q2 		$2K Buy
+108
New +$1.75K ﹤0.01% 856

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Shaughnessy Asset Management's APLE Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Apple Hospitality REIT (APLE) in Q2 2026: 10,115 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in APLE as recently as Q1 2025.

O'Shaughnessy Asset Management first reported a position in APLE in Q2 2019 and has held it in 24 quarters since. The position peaked at $896K in Q2 2023. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • O'Shaughnessy Asset Management held 10,115 shares of Apple Hospitality REIT worth $170K as of Q2 2026.
  • Apple Hospitality REIT was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Apple Hospitality REIT made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2067 holding.
  • O'Shaughnessy Asset Management first reported a position in Apple Hospitality REIT in Q2 2019 and has held it in 24 quarters since.
  • O'Shaughnessy Asset Management's Apple Hospitality REIT position peaked at $896K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.