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Smallwood Wealth Investment Management’s Apple Hospitality REIT APLE Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		$5.24K Hold
312
– – ﹤0.01% 366
2026
Q1 		$3.59K Hold
312
– – ﹤0.01% 384
2025
Q4 		$3.7K Hold
312
– – ﹤0.01% 370
2025
Q3 		$3.75K Hold
312
– – ﹤0.01% 366
2025
Q2 		$3.64K Hold
312
– – ﹤0.01% 368
2025
Q1 		$4.03K Buy
+312
New +$4.56K ﹤0.01% 352

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 40.91% 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

Smallwood Wealth Investment Management's APLE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 312 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Smallwood Wealth Investment Management first reported a position in APLE in Q1 2025 and has held it in 6 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Smallwood Wealth Investment Management held 312 shares of Apple Hospitality REIT worth $5.24K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Apple Hospitality REIT share count unchanged in Q2 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #366 holding.
  • Smallwood Wealth Investment Management first reported a position in Apple Hospitality REIT in Q1 2025 and has held it in 6 quarters since.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.