RFP
APLE icon

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
Q2 		– Sell
-450
Closed -$5.18K – 572
2026
Q1 		$5.18K Buy
+450
New +$5.44K ﹤0.01% 1943

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 40.89% 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

Root Financial Partners's APLE Position: Q2 2026 in Review

Root Financial Partners sold out of Apple Hospitality REIT (APLE) in Q2 2026, closing a stake of 450 shares — an estimated $5.18K sold.

Root Financial Partners first reported a position in APLE in Q1 2026 and held it in 1 quarter. The position peaked at $5.18K in Q1 2026. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Root Financial Partners reported no remaining Apple Hospitality REIT position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 450 Apple Hospitality REIT shares in Q2 2026, an estimated $5.18K.
  • Root Financial Partners first reported a position in Apple Hospitality REIT in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Apple Hospitality REIT position peaked at $5.18K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.