Root Financial Partners’s Apple Hospitality REIT APLE Stock Holding History

Root Financial Partners’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	$5.18K	Buy	+450	New	+$5.44K	﹤0.01%	1943

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Root Financial Partners's APLE Position: Q1 2026 in Review

Root Financial Partners opened a new position in Apple Hospitality REIT (APLE) in Q1 2026: 450 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings.

350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

Root Financial Partners held 450 shares of Apple Hospitality REIT worth $5.18K as of Q1 2026.
Apple Hospitality REIT was a new Root Financial Partners position in Q1 2026.
Apple Hospitality REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1943 holding.
350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.