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Pinnacle Wealth Planning Services’s Apple Hospitality REIT APLE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$76.4K Buy
6,642
+238
+4% +$2.88K 0.01% 965
2025
Q4 		$75.9K Buy
+6,404
New +$75.1K 0.01% 944
2021
Q1 		– Sell
-178
Closed -$2K – 439
2020
Q4 		$2K Buy
+178
New +$2.11K ﹤0.01% 1900

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's APLE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Apple Hospitality REIT (APLE) stake by 3.7% in Q1 2026, buying an estimated $2.88K and bringing the position to 6,642 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #965.

Pinnacle Wealth Planning Services first reported a position in APLE in Q4 2020 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,642 shares of Apple Hospitality REIT worth $76.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 238 Apple Hospitality REIT shares in Q1 2026, an estimated $2.88K.
  • Apple Hospitality REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #965 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apple Hospitality REIT in Q4 2020 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.