O'Shaughnessy Asset Management
APLE icon

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
Q3 		$223K Buy
11,856
+1,741
+17% +$28.2K ﹤0.01% 2048
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% 1724
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 $6.79T 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

O'Shaughnessy Asset Management's APLE Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Apple Hospitality REIT (APLE) stake by 17% in Q3 2026, buying an estimated $28.2K and bringing the position to 11,856 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

O'Shaughnessy Asset Management first reported a position in APLE in Q2 2019 and has held it in 25 quarters since. The position peaked at $896K in Q2 2023. 313 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • O'Shaughnessy Asset Management held 11,856 shares of Apple Hospitality REIT worth $223K as of Q3 2026.
  • O'Shaughnessy Asset Management bought 1,741 Apple Hospitality REIT shares in Q3 2026, an estimated $28.2K.
  • Apple Hospitality REIT made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2048 holding.
  • O'Shaughnessy Asset Management first reported a position in Apple Hospitality REIT in Q2 2019 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Apple Hospitality REIT position peaked at $896K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.