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Private Wealth Management Group’s Apple Hospitality REIT APLE Stock Holding History

Private Wealth Management Group’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 		$6.32K Hold
376
– – ﹤0.01% 756
2026
Q1 		$4.33K Hold
376
– – ﹤0.01% 828
2025
Q4 		$4.46K Buy
+376
New +$4.41K ﹤0.01% 822
2025
Q2 		– Sell
-154
Closed -$1.99K – 1500
2025
Q1 		$1.99K Sell
154
-132
-46% -$1.93K ﹤0.01% 1059
2024
Q4 		$4.39K Hold
286
– – ﹤0.01% 795
2024
Q3 		$4.25K Hold
286
– – ﹤0.01% 795
2024
Q2 		$4.16K Buy
286
+38
+15% +$566 ﹤0.01% 777
2024
Q1 		$4.06K Hold
248
– – ﹤0.01% 689
2023
Q4 		$4.12K Buy
+248
New +$4.03K ﹤0.01% 699

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 $3.37T AUM 44.26% 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 40.91% 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

Private Wealth Management Group's APLE Position: Q2 2026 in Review

Private Wealth Management Group held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 376 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Private Wealth Management Group first reported a position in APLE in Q4 2023 and has held it in 9 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Private Wealth Management Group held 376 shares of Apple Hospitality REIT worth $6.32K as of Q2 2026.
  • Private Wealth Management Group left its Apple Hospitality REIT share count unchanged in Q2 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #756 holding.
  • Private Wealth Management Group first reported a position in Apple Hospitality REIT in Q4 2023 and has held it in 9 quarters since.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.