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Steward Partners Investment Advisory’s Apple Hospitality REIT APLE Stock Holding History

Steward Partners Investment Advisory’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 		$10.2K Hold
604
– – ﹤0.01% 3728
2026
Q1 		$6.95K Sell
604
-1,676
-74% -$20.3K ﹤0.01% 3699
2025
Q4 		$27K Sell
2,280
-429
-16% -$5.03K ﹤0.01% 3003
2025
Q3 		$32.5K Buy
2,709
+1,365
+102% +$16.9K ﹤0.01% 2835
2025
Q2 		$15.7K Buy
1,344
+971
+260% +$11.4K ﹤0.01% 3014
2025
Q1 		$4.82K Buy
373
+73
+24% +$1.07K ﹤0.01% 3393
2024
Q4 		$4.61K Buy
300
+261
+669% +$4.04K ﹤0.01% 3394
2024
Q3 		$579 Sell
39
-111
-74% -$1.61K ﹤0.01% 3582
2024
Q2 		$2.18K Sell
150
-10
-6% -$149 ﹤0.01% 3269
2024
Q1 		$2.62K Buy
+160
New +$2.62K ﹤0.01% 3237
2021
Q2 		– Sell
-19,367
Closed -$282K – 7086
2021
Q1 		$282K Buy
+19,367
New +$269K 0.01% 1119
2020
Q3 		– Sell
-1,354
Closed -$13K – 2729
2020
Q2 		$13K Buy
1,354
+1
+0.1% +$10 ﹤0.01% 1924
2020
Q1 		$12K Buy
1,353
+33
+3% +$433 ﹤0.01% 1776
2019
Q4 		$21K Buy
1,320
+24
+2% +$388 ﹤0.01% 1748
2019
Q3 		$21K Buy
+1,296
New +$20.5K ﹤0.01% 1703

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

Steward Partners Investment Advisory's APLE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 604 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Steward Partners Investment Advisory first reported a position in APLE in Q3 2019 and has held it in 15 quarters since. The position peaked at $282K in Q1 2021. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Steward Partners Investment Advisory held 604 shares of Apple Hospitality REIT worth $10.2K as of Q2 2026.
  • Steward Partners Investment Advisory left its Apple Hospitality REIT share count unchanged in Q2 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3728 holding.
  • Steward Partners Investment Advisory first reported a position in Apple Hospitality REIT in Q3 2019 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Apple Hospitality REIT position peaked at $282K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.