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SOA Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

SOA Wealth 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
Q2 		– Sell
-29
Closed -$374 – 882
2025
Q1 		$374 Hold
29
– – ﹤0.01% 800
2024
Q4 		$445 Buy
+29
New +$449 ﹤0.01% 782

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's APLE Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2025, closing a stake of 29 shares — an estimated $374 sold.

SOA Wealth Advisors first reported a position in APLE in Q4 2024 and held it in 2 quarters. The position peaked at $445 in Q4 2024. 345 funds tracked by Wall St. Rank hold APLE as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 29 Apple Hospitality REIT shares in Q2 2025, an estimated $374.
  • SOA Wealth Advisors first reported a position in Apple Hospitality REIT in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Apple Hospitality REIT position peaked at $445 in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.