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Sheaff Brock Investment Advisors’s Apple Hospitality REIT APLE Stock Holding History

Sheaff Brock Investment Advisors’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 		$489K Buy
37,911
+3,293
+10% +$48.1K 0.04% 260
2024
Q4 		$531K Sell
34,618
-3,224
-9% -$49.9K 0.05% 244
2024
Q3 		$562K Sell
37,842
-234
-0.6% -$3.39K 0.05% 240
2024
Q2 		$554K Sell
38,076
-3,026
-7% -$45.1K 0.05% 236
2024
Q1 		$673K Sell
41,102
-33,713
-45% -$552K 0.04% 246
2023
Q4 		$1.24M Buy
+74,815
New +$1.21M 0.1% 150

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Sheaff Brock Investment Advisors's APLE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Apple Hospitality REIT (APLE) stake by 9.5% in Q1 2025, buying an estimated $48.1K and bringing the position to 37,911 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #260.

Sheaff Brock Investment Advisors first reported a position in APLE in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2023. 338 funds tracked by Wall St. Rank hold APLE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 37,911 shares of Apple Hospitality REIT worth $489K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 3,293 Apple Hospitality REIT shares in Q1 2025, an estimated $48.1K.
  • Apple Hospitality REIT made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #260 holding.
  • Sheaff Brock Investment Advisors first reported a position in Apple Hospitality REIT in Q4 2023 and has held it in 6 quarters since.
  • Sheaff Brock Investment Advisors's Apple Hospitality REIT position peaked at $1.24M in Q4 2023.
  • 338 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.