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 Q3	$575K	Sell	35,457 -9,165	-21%	-$149K	0.03%	267
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sound Income Strategies's APLE Position: Q3 2026 in Review

Sound Income Strategies reduced its Apple Hospitality REIT (APLE) stake by 21% in Q3 2026, selling an estimated $149K and leaving 35,457 shares worth $575K. The position accounts for 0.03% of the portfolio, ranked #267.

Sound Income Strategies first reported a position in APLE in Q2 2018 and has held it in 29 quarters since. The position peaked at $13.9M in Q4 2024. 16 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

Sound Income Strategies held 35,457 shares of Apple Hospitality REIT worth $575K as of Q3 2026.
Sound Income Strategies sold 9,165 Apple Hospitality REIT shares in Q3 2026, an estimated $149K.
Apple Hospitality REIT made up 0.03% of Sound Income Strategies's portfolio in Q3 2026, its #267 holding.
Sound Income Strategies first reported a position in Apple Hospitality REIT in Q2 2018 and has held it in 29 quarters since.
Sound Income Strategies's Apple Hospitality REIT position peaked at $13.9M in Q4 2024.
16 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.