Sigma Planning Corp’s Apple Hospitality REIT APLE Stock Holding History

Sigma Planning Corp’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 Q3	$380K	Buy	23,507 +306	+1%	+$4.96K	0.01%	961
2026 Q2	$390K	Sell	23,201 -582	-2%	-$8.32K	0.01%	1031
2026 Q1	$274K	Buy	23,783 +401	+2%	+$4.85K	0.01%	1087
2025 Q4	$277K	Buy	23,382 +457	+2%	+$5.36K	0.01%	1070
2025 Q3	$275K	Sell	22,925 -246	-1%	-$3.04K	0.01%	1062
2025 Q2	$270K	Buy	23,171 +136	+0.6%	+$1.6K	0.01%	1032
2025 Q1	$297K	Buy	23,035 +843	+4%	+$12.3K	0.01%	950
2024 Q4	$341K	Sell	22,192 -741	-3%	-$11.5K	0.01%	887
2024 Q3	$341K	Buy	22,933 +289	+1%	+$4.18K	0.01%	907
2024 Q2	$329K	Buy	22,644 +2,822	+14%	+$42.1K	0.01%	887
2024 Q1	$325K	Buy	+19,822	New	+$324K	0.01%	920
2019 Q4	–	Sell	-21,030	Closed	-$349K	–	1054
2019 Q3	$349K	Buy	+21,030	New	+$333K	0.02%	713

Other funds holding APLE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sigma Planning Corp's APLE Position: Q3 2026 in Review

Sigma Planning Corp increased its Apple Hospitality REIT (APLE) stake by 1.3% in Q3 2026, buying an estimated $4.96K and bringing the position to 23,507 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #961.

Sigma Planning Corp first reported a position in APLE in Q3 2019 and has held it in 12 quarters since. The position peaked at $390K in Q2 2026. 169 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

Sigma Planning Corp held 23,507 shares of Apple Hospitality REIT worth $380K as of Q3 2026.
Sigma Planning Corp bought 306 Apple Hospitality REIT shares in Q3 2026, an estimated $4.96K.
Apple Hospitality REIT made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #961 holding.
Sigma Planning Corp first reported a position in Apple Hospitality REIT in Q3 2019 and has held it in 12 quarters since.
Sigma Planning Corp's Apple Hospitality REIT position peaked at $390K in Q2 2026.
169 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.