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Rothschild Investment LLC’s Apple Hospitality REIT APLE Stock Holding History

Rothschild Investment LLC’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 		$29.3K Buy
1,742
+52
+3% +$744 ﹤0.01% 1417
2026
Q1 		$19.5K Buy
1,690
+168
+11% +$2.03K ﹤0.01% 1426
2025
Q4 		$18K Buy
1,522
+947
+165% +$11.1K ﹤0.01% 1363
2025
Q3 		$6.91K Buy
575
+25
+5% +$309 ﹤0.01% 1581
2025
Q2 		$6.42K Buy
550
+255
+86% +$2.99K ﹤0.01% 1382
2025
Q1 		$3.81K Buy
295
+110
+59% +$1.61K ﹤0.01% 1568
2024
Q4 		$2.84K Buy
185
+25
+16% +$387 ﹤0.01% 1599
2024
Q3 		$2.38K Buy
160
+30
+23% +$434 ﹤0.01% 1638
2024
Q2 		$1.89K Buy
130
+110
+550% +$1.64K ﹤0.01% 1417
2024
Q1 		$328 Buy
+20
New +$327 ﹤0.01% 1516

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

Rothschild Investment LLC's APLE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Apple Hospitality REIT (APLE) stake by 3.1% in Q2 2026, buying an estimated $744 and bringing the position to 1,742 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Rothschild Investment LLC first reported a position in APLE in Q1 2024 and has held it in 10 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Rothschild Investment LLC held 1,742 shares of Apple Hospitality REIT worth $29.3K as of Q2 2026.
  • Rothschild Investment LLC bought 52 Apple Hospitality REIT shares in Q2 2026, an estimated $744.
  • Apple Hospitality REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1417 holding.
  • Rothschild Investment LLC first reported a position in Apple Hospitality REIT in Q1 2024 and has held it in 10 quarters since.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.