SWM
APLE icon

Shakespeare Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Shakespeare Wealth Management’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
2025
Q1 		– Sell
-158
Closed -$2.42K – 101
2024
Q4 		$2.42K Buy
+158
New +$2.45K ﹤0.01% 98

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shakespeare Wealth Management's APLE Position: Q1 2025 in Review

Shakespeare Wealth Management sold out of Apple Hospitality REIT (APLE) in Q1 2025, closing a stake of 158 shares — an estimated $2.42K sold.

Shakespeare Wealth Management first reported a position in APLE in Q4 2024 and held it in 1 quarter. The position peaked at $2.42K in Q4 2024. 338 funds tracked by Wall St. Rank hold APLE as of Q1 2025.

  • Shakespeare Wealth Management reported no remaining Apple Hospitality REIT position as of Q1 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 158 Apple Hospitality REIT shares in Q1 2025, an estimated $2.42K.
  • Shakespeare Wealth Management first reported a position in Apple Hospitality REIT in Q4 2024 and held it in 1 quarter.
  • Shakespeare Wealth Management's Apple Hospitality REIT position peaked at $2.42K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2025.

Based on Shakespeare Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.