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Systematic Financial Management’s Apple Hospitality REIT APLE Stock Holding History

Systematic Financial Management’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
Q1 		$25.4M Sell
2,208,912
-53,790
-2% -$650K 0.58% 66
2025
Q4 		$26.8M Sell
2,262,702
-10,974
-0.5% -$129K 0.63% 62
2025
Q3 		$27.3M Buy
2,273,676
+18,124
+0.8% +$224K 0.66% 59
2025
Q2 		$26.3M Buy
2,255,552
+75,638
+3% +$887K 0.7% 52
2025
Q1 		$28.1M Buy
2,179,914
+16,456
+0.8% +$241K 0.8% 44
2024
Q4 		$33.2M Buy
2,163,458
+63,581
+3% +$985K 0.85% 35
2024
Q3 		$31.2M Buy
2,099,877
+207,256
+11% +$3M 0.79% 43
2024
Q2 		$27.5M Buy
1,892,621
+1,784
+0.1% +$26.6K 0.84% 34
2024
Q1 		$31M Buy
1,890,837
+30,333
+2% +$496K 0.86% 35
2023
Q4 		$30.9M Sell
1,860,504
-41,509
-2% -$674K 0.92% 27
2023
Q3 		$29.2M Buy
1,902,013
+143,289
+8% +$2.19M 0.94% 22
2023
Q2 		$26.6M Buy
1,758,724
+79,383
+5% +$1.2M 0.84% 37
2023
Q1 		$26.1M Sell
1,679,341
-7,529
-0.4% -$123K 0.85% 30
2022
Q4 		$26.6M Sell
1,686,870
-37,139
-2% -$599K 0.87% 28
2022
Q3 		$24.2M Buy
1,724,009
+42,298
+3% +$671K 0.88% 27
2022
Q2 		$24.7M Buy
1,681,711
+122,207
+8% +$2.02M 0.86% 29
2022
Q1 		$28M Sell
1,559,504
-24,894
-2% -$426K 0.87% 35
2021
Q4 		$25.6M Sell
1,584,398
-34,635
-2% -$548K 0.76% 49
2021
Q3 		$25.5M Buy
1,619,033
+13,246
+0.8% +$199K 0.79% 52
2021
Q2 		$24.5M Buy
1,605,787
+248,176
+18% +$3.86M 0.74% 55
2021
Q1 		$19.8M Buy
1,357,611
+69,997
+5% +$972K 0.72% 58
2020
Q4 		$16.6M Sell
1,287,614
-15,772
-1% -$187K 0.73% 53
2020
Q3 		$12.5M Buy
1,303,386
+134,932
+12% +$1.3M 0.69% 66
2020
Q2 		$11.3M Sell
1,168,454
-240,661
-17% -$2.29M 0.59% 72
2020
Q1 		$12.9M Sell
1,409,115
-30,828
-2% -$405K 0.79% 43
2019
Q4 		$23.4M Buy
1,439,943
+153,538
+12% +$2.48M 0.92% 21
2019
Q3 		$21.3M Buy
1,286,405
+111,634
+10% +$1.77M 0.96% 17
2019
Q2 		$18.6M Buy
1,174,771
+45,983
+4% +$745K 0.72% 33
2019
Q1 		$18.4M Buy
1,128,788
+99,532
+10% +$1.6M 0.63% 36
2018
Q4 		$14.7M Buy
1,029,256
+795,884
+341% +$12.7M 0.45% 67
2018
Q3 		$4.08M Buy
233,372
+158,217
+211% +$2.81M 0.1% 247
2018
Q2 		$1.34M Sell
75,155
-2,575
-3% -$47.1K 0.03% 445
2018
Q1 		$1.37M Sell
77,730
-295
-0.4% -$5.4K 0.03% 451
2017
Q4 		$1.53M Sell
78,025
-6,300
-7% -$121K 0.03% 373
2017
Q3 		$1.59M Sell
84,325
-4,500
-5% -$82.5K 0.03% 373
2017
Q2 		$1.66M Buy
+88,825
New +$1.69M 0.03% 468

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Systematic Financial Management's APLE Position: Q1 2026 in Review

Systematic Financial Management reduced its Apple Hospitality REIT (APLE) stake by 2.4% in Q1 2026, selling an estimated $650K and leaving 2,208,912 shares worth $25.4M. The position accounts for 0.58% of the portfolio, ranked #66.

Systematic Financial Management first reported a position in APLE in Q2 2017 and has held it in 36 quarters since. The position peaked at $33.2M in Q4 2024. 350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

  • Systematic Financial Management held 2,208,912 shares of Apple Hospitality REIT worth $25.4M as of Q1 2026.
  • Systematic Financial Management sold 53,790 Apple Hospitality REIT shares in Q1 2026, an estimated $650K.
  • Apple Hospitality REIT made up 0.58% of Systematic Financial Management's portfolio in Q1 2026, its #66 holding.
  • Systematic Financial Management first reported a position in Apple Hospitality REIT in Q2 2017 and has held it in 36 quarters since.
  • Systematic Financial Management's Apple Hospitality REIT position peaked at $33.2M in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.