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SageView Advisory Group’s Apple Hospitality REIT APLE Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,861
Closed -$22.1K – 676
2025
Q4 		$22.1K Buy
+1,861
New +$21.8K ﹤0.01% 1410

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's APLE Position: Q1 2026 in Review

SageView Advisory Group sold out of Apple Hospitality REIT (APLE) in Q1 2026, closing a stake of 1,861 shares — an estimated $22.1K sold.

SageView Advisory Group first reported a position in APLE in Q4 2025 and held it in 1 quarter. The position peaked at $22.1K in Q4 2025. 351 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

  • SageView Advisory Group reported no remaining Apple Hospitality REIT position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,861 Apple Hospitality REIT shares in Q1 2026, an estimated $22.1K.
  • SageView Advisory Group first reported a position in Apple Hospitality REIT in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Apple Hospitality REIT position peaked at $22.1K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.