SVB Wealth’s Apple Hospitality REIT APLE Stock Holding History

SVB Wealth’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	-26	Closed	-$336	–	526
2025 Q1	$336	Buy	+26	New	+$380	﹤0.01%	1431

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's APLE Position: Q2 2025 in Review

SVB Wealth sold out of Apple Hospitality REIT (APLE) in Q2 2025, closing a stake of 26 shares — an estimated $336 sold.

SVB Wealth first reported a position in APLE in Q1 2025 and held it in 1 quarter. The position peaked at $336 in Q1 2025. 345 funds tracked by Wall St. Rank hold APLE as of Q2 2025.

SVB Wealth reported no remaining Apple Hospitality REIT position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 26 Apple Hospitality REIT shares in Q2 2025, an estimated $336.
SVB Wealth first reported a position in Apple Hospitality REIT in Q1 2025 and held it in 1 quarter.
SVB Wealth's Apple Hospitality REIT position peaked at $336 in Q1 2025.
345 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.