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 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%	+$1.59K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sigma Planning Corp's APLE Position: Q1 2026 in Review

Sigma Planning Corp increased its Apple Hospitality REIT (APLE) stake by 1.7% in Q1 2026, buying an estimated $4.85K and bringing the position to 23,783 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1087.

Sigma Planning Corp first reported a position in APLE in Q3 2019 and has held it in 10 quarters since. The position peaked at $349K in Q3 2019. 350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

Sigma Planning Corp held 23,783 shares of Apple Hospitality REIT worth $274K as of Q1 2026.
Sigma Planning Corp bought 401 Apple Hospitality REIT shares in Q1 2026, an estimated $4.85K.
Apple Hospitality REIT made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1087 holding.
Sigma Planning Corp first reported a position in Apple Hospitality REIT in Q3 2019 and has held it in 10 quarters since.
Sigma Planning Corp's Apple Hospitality REIT position peaked at $349K in Q3 2019.
350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.