Root Financial Partners
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
Q3 		$8.73K Buy
+540
New +$8.76K ﹤0.01% 1979
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's APLE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Apple Hospitality REIT (APLE) in Q3 2026: 540 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APLE as recently as Q1 2026.

Root Financial Partners first reported a position in APLE in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Root Financial Partners held 540 shares of Apple Hospitality REIT worth $8.73K as of Q3 2026.
  • Apple Hospitality REIT was a new Root Financial Partners position in Q3 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1979 holding.
  • Root Financial Partners first reported a position in Apple Hospitality REIT in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.