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APLE icon

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
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% +$1.59K 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sigma Planning Corp's APLE Position: Q2 2026 in Review

Sigma Planning Corp reduced its Apple Hospitality REIT (APLE) stake by 2.4% in Q2 2026, selling an estimated $8.32K and leaving 23,201 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1031.

Sigma Planning Corp first reported a position in APLE in Q3 2019 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Sigma Planning Corp held 23,201 shares of Apple Hospitality REIT worth $390K as of Q2 2026.
  • Sigma Planning Corp sold 582 Apple Hospitality REIT shares in Q2 2026, an estimated $8.32K.
  • Apple Hospitality REIT made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1031 holding.
  • Sigma Planning Corp first reported a position in Apple Hospitality REIT in Q3 2019 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.