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Stephens Consulting’s Apple Hospitality REIT APLE Stock Holding History

Stephens Consulting’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
-60
Closed -$775 – 1246
2025
Q1 		$775 Buy
+60
New +$877 ﹤0.01% 772

Other funds holding APLE

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Vanguard Group
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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

Stephens Consulting's APLE Position: Q2 2025 in Review

Stephens Consulting sold out of Apple Hospitality REIT (APLE) in Q2 2025, closing a stake of 60 shares — an estimated $775 sold.

Stephens Consulting first reported a position in APLE in Q1 2025 and held it in 1 quarter. The position peaked at $775 in Q1 2025. 345 funds tracked by Wall St. Rank hold APLE as of Q2 2025.

  • Stephens Consulting reported no remaining Apple Hospitality REIT position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 60 Apple Hospitality REIT shares in Q2 2025, an estimated $775.
  • Stephens Consulting first reported a position in Apple Hospitality REIT in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Apple Hospitality REIT position peaked at $775 in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.