Stifel Financial’s Apple Hospitality REIT APLE Stock Holding History

Stifel Financial’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	$335K	Buy	19,905 +3,938	+25%	+$56.3K	﹤0.01%	3230
2026 Q1	$184K	Buy	15,967 +5,131	+47%	+$62K	﹤0.01%	3457
2025 Q4	$128K	Buy	+10,836	New	+$127K	﹤0.01%	3460
2021 Q3	–	Sell	-11,076	Closed	-$169K	–	3327
2021 Q2	$169K	Buy	+11,076	New	+$172K	﹤0.01%	3163
2018 Q2	–	Sell	-50,980	Closed	-$897K	–	2709
2018 Q1	$897K	Sell	50,980 -14,385	-22%	-$264K	﹤0.01%	1645
2017 Q4	$1.28M	Sell	65,365 -1,813	-3%	-$34.9K	﹤0.01%	1366
2017 Q3	$1.27M	Buy	67,178 +531	+0.8%	+$9.74K	﹤0.01%	1366
2017 Q2	$1.24M	Buy	66,647 +54,707	+458%	+$1.04M	﹤0.01%	1361
2017 Q1	$228K	Sell	11,940 -2,850	-19%	-$56.2K	﹤0.01%	2249
2016 Q4	$294K	Buy	+14,790	New	+$275K	﹤0.01%	2051

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stifel Financial's APLE Position: Q2 2026 in Review

Stifel Financial increased its Apple Hospitality REIT (APLE) stake by 25% in Q2 2026, buying an estimated $56.3K and bringing the position to 19,905 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Stifel Financial first reported a position in APLE in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2017. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Stifel Financial held 19,905 shares of Apple Hospitality REIT worth $335K as of Q2 2026.
Stifel Financial bought 3,938 Apple Hospitality REIT shares in Q2 2026, an estimated $56.3K.
Apple Hospitality REIT made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3230 holding.
Stifel Financial first reported a position in Apple Hospitality REIT in Q4 2016 and has held it in 10 quarters since.
Stifel Financial's Apple Hospitality REIT position peaked at $1.28M in Q4 2017.
368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.