Prevail Innovative Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-187,783	Closed	-$2.16M	–	200
2026 Q1	$2.16M	Buy	+187,783	New	+$2.27M	0.36%	96
2024 Q4	–	Sell	-97,425	Closed	-$1.45M	–	164
2024 Q3	$1.45M	Sell	97,425 -1,418	-1%	-$20.5K	0.44%	80
2024 Q2	$1.44M	Buy	+98,843	New	+$1.47M	0.51%	76
2023 Q4	–	Sell	-113,078	Closed	-$1.73M	–	136
2023 Q3	$1.73M	Buy	+113,078	New	+$1.73M	0.9%	43

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

Prevail Innovative Wealth Advisors's APLE Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2026, closing a stake of 187,783 shares — an estimated $2.16M sold.

Prevail Innovative Wealth Advisors first reported a position in APLE in Q3 2023 and held it in 4 quarters. The position peaked at $2.16M in Q1 2026. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 187,783 Apple Hospitality REIT shares in Q2 2026, an estimated $2.16M.
Prevail Innovative Wealth Advisors first reported a position in Apple Hospitality REIT in Q3 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's Apple Hospitality REIT position peaked at $2.16M in Q1 2026.
347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.