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Sound Income Strategies’s Apple Hospitality REIT APLE Stock Holding History

Sound Income Strategies’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 		$750K Buy
44,622
+887
+2% +$12.7K 0.03% 236
2026
Q1 		$505K Sell
43,735
-2,250
-5% -$27.2K 0.02% 246
2025
Q4 		$569K Buy
45,985
+18,184
+65% +$213K 0.03% 230
2025
Q3 		$319K Sell
27,801
-1,164,887
-98% -$14.4M 0.02% 230
2025
Q2 		$13.9M Buy
1,192,688
+175,872
+17% +$2.06M 0.8% 44
2025
Q1 		$13.1M Buy
1,016,816
+108,833
+12% +$1.59M 0.78% 44
2024
Q4 		$13.9M Buy
907,983
+89,382
+11% +$1.38M 0.86% 36
2024
Q3 		$12.2M Buy
818,601
+105,993
+15% +$1.53M 0.78% 45
2024
Q2 		$10.4M Buy
712,608
+94,686
+15% +$1.41M 0.65% 50
2024
Q1 		$10.1M Buy
617,922
+74,066
+14% +$1.21M 0.76% 42
2023
Q4 		$9.03M Buy
543,856
+48,503
+10% +$787K 0.75% 48
2023
Q3 		$7.6M Buy
495,353
+47,599
+11% +$728K 0.64% 49
2023
Q2 		$6.77M Buy
447,754
+67,353
+18% +$1.02M 0.7% 52
2023
Q1 		$5.9M Buy
380,401
+379,151
+30,332% +$6.2M 0.64% 52
2022
Q4 		$19.7K Hold
1,250
– – ﹤0.01% 394
2022
Q3 		$18K Hold
1,250
– – ﹤0.01% 371
2022
Q2 		$18K Hold
1,250
– – ﹤0.01% 365
2022
Q1 		$22K Hold
1,250
– – ﹤0.01% 335
2021
Q4 		$20K Hold
1,250
– – ﹤0.01% 360
2021
Q3 		$20K Hold
1,250
– – ﹤0.01% 336
2021
Q2 		$19K Hold
1,250
– – ﹤0.01% 351
2021
Q1 		$18.2K Hold
1,250
– – ﹤0.01% 370
2020
Q4 		$16K Hold
1,250
– – ﹤0.01% 358
2020
Q3 		$12K Hold
1,250
– – ﹤0.01% 377
2020
Q2 		$12K Buy
+1,250
New +$11.9K ﹤0.01% 351
2019
Q1 		– Sell
-98
Closed -$1K – 670
2018
Q4 		$1K Hold
98
– – ﹤0.01% 573
2018
Q3 		$2K Hold
98
– – ﹤0.01% 535
2018
Q2 		$2K Buy
+98
New +$1.79K ﹤0.01% 493

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sound Income Strategies's APLE Position: Q2 2026 in Review

Sound Income Strategies increased its Apple Hospitality REIT (APLE) stake by 2% in Q2 2026, buying an estimated $12.7K and bringing the position to 44,622 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #236.

Sound Income Strategies first reported a position in APLE in Q2 2018 and has held it in 28 quarters since. The position peaked at $13.9M in Q4 2024. 158 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Sound Income Strategies held 44,622 shares of Apple Hospitality REIT worth $750K as of Q2 2026.
  • Sound Income Strategies bought 887 Apple Hospitality REIT shares in Q2 2026, an estimated $12.7K.
  • Apple Hospitality REIT made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #236 holding.
  • Sound Income Strategies first reported a position in Apple Hospitality REIT in Q2 2018 and has held it in 28 quarters since.
  • Sound Income Strategies's Apple Hospitality REIT position peaked at $13.9M in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.