Pettee Investors’s Apple Hospitality REIT APLE Stock Holding History

Pettee Investors’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	$286K	Hold	17,000	–	–	0.14%	96
2026 Q1	$229K	Hold	17,000	–	–	0.12%	109
2025 Q4	$201K	Hold	17,000	–	–	0.11%	111
2025 Q3	$204K	Hold	17,000	–	–	0.11%	107
2025 Q2	$198K	Hold	17,000	–	–	0.12%	108
2025 Q1	$219K	Hold	17,000	–	–	0.13%	103
2024 Q4	$261K	Hold	17,000	–	–	0.13%	108
2024 Q3	$252K	Hold	17,000	–	–	0.12%	110
2024 Q2	$247K	Hold	17,000	–	–	0.12%	110
2024 Q1	$278K	Hold	17,000	–	–	0.12%	107
2023 Q4	$282K	Buy	+17,000	New	+$276K	0.12%	108

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pettee Investors's APLE Position: Q2 2026 in Review

Pettee Investors held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 17,000 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #96.

Pettee Investors first reported a position in APLE in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Pettee Investors held 17,000 shares of Apple Hospitality REIT worth $286K as of Q2 2026.
Pettee Investors left its Apple Hospitality REIT share count unchanged in Q2 2026.
Apple Hospitality REIT made up 0.14% of Pettee Investors's portfolio in Q2 2026, its #96 holding.
Pettee Investors first reported a position in Apple Hospitality REIT in Q4 2023 and has held it in 11 quarters since.
347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.