Schroder Investment Management Group
APLE icon

Schroder Investment Management Group’s Apple Hospitality REIT APLE Stock Holding History

Schroder Investment Management 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
2024
Q3 		– Sell
-15,493
Closed -$225K – 1201
2024
Q2 		$225K Buy
15,493
+3,370
+28% +$50.2K ﹤0.01% 1165
2024
Q1 		$199K Buy
+12,123
New +$198K ﹤0.01% 1170
2022
Q1 		– Sell
-12,664
Closed -$205K – 1352
2021
Q4 		$205K Buy
12,664
+1,992
+19% +$31.5K ﹤0.01% 1233
2021
Q3 		$168K Buy
10,672
+471
+5% +$7.06K ﹤0.01% 1350
2021
Q2 		$156K Sell
10,201
-55,580
-84% -$864K ﹤0.01% 1367
2021
Q1 		$958K Sell
65,781
-182,702
-74% -$2.54M ﹤0.01% 1168
2020
Q4 		$3.21M Sell
248,483
-10,671
-4% -$127K ﹤0.01% 905
2020
Q3 		$2.68M Sell
259,154
-581,548
-69% -$5.6M ﹤0.01% 843
2020
Q2 		$8.12M Sell
840,702
-923,175
-52% -$8.78M 0.01% 601
2020
Q1 		$13.9M Sell
1,763,877
-919,342
-34% -$12.1M 0.03% 455
2019
Q4 		$43.6M Sell
2,683,219
-1,507,397
-36% -$24.4M 0.07% 300
2019
Q3 		$68.9M Sell
4,190,616
-5,353,280
-56% -$84.7M 0.12% 197
2019
Q2 		$151M Buy
9,543,896
+7,808,620
+450% +$126M 0.1% 185
2019
Q1 		$28.3M Buy
1,735,276
+465,931
+37% +$7.47M 0.05% 382
2018
Q4 		$18.1M Buy
1,269,345
+1,228,993
+3,046% +$19.5M 0.03% 457
2018
Q3 		$706K Sell
40,352
-41,759
-51% -$741K ﹤0.01% 986
2018
Q2 		$1.49M Sell
82,111
-418,911
-84% -$7.66M ﹤0.01% 867
2018
Q1 		$8.8M Buy
501,022
+463,663
+1,241% +$8.49M 0.02% 627
2017
Q4 		$733K Buy
37,359
+11,566
+45% +$223K ﹤0.01% 1034
2017
Q3 		$487K Buy
25,793
+20,395
+378% +$374K ﹤0.01% 1080
2017
Q2 		$102K Buy
+5,398
New +$102K ﹤0.01% 1207
2015
Q4 		– Sell
-63,500
Closed -$1.18M – 1176
2015
Q3 		$1.18M Buy
+63,500
New +$1.16M ﹤0.01% 895

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group's APLE Position: Q3 2024 in Review

Schroder Investment Management Group sold out of Apple Hospitality REIT (APLE) in Q3 2024, closing a stake of 15,493 shares — an estimated $225K sold.

Schroder Investment Management Group first reported a position in APLE in Q3 2015 and held it in 22 quarters. The position peaked at $151M in Q2 2019. 317 funds tracked by Wall St. Rank hold APLE as of Q3 2024.

  • Schroder Investment Management Group reported no remaining Apple Hospitality REIT position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 15,493 Apple Hospitality REIT shares in Q3 2024, an estimated $225K.
  • Schroder Investment Management Group first reported a position in Apple Hospitality REIT in Q3 2015 and held it in 22 quarters.
  • Schroder Investment Management Group's Apple Hospitality REIT position peaked at $151M in Q2 2019.
  • 317 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.