UAS
APLE icon

United Asset Strategies’s Apple Hospitality REIT APLE Stock Holding History

United Asset Strategies’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 		– Sell
-12,219
Closed -$141K – 261
2026
Q1 		$141K Hold
12,219
– – 0.01% 251
2025
Q4 		$145K Hold
12,219
– – 0.01% 259
2025
Q3 		$147K Sell
12,219
-5,920
-33% -$73.1K 0.01% 249
2025
Q2 		$212K Sell
18,139
-2,885
-14% -$33.8K 0.02% 233
2025
Q1 		$271K Sell
21,024
-5,771
-22% -$84.3K 0.03% 216
2024
Q4 		$411K Buy
26,795
+2,885
+12% +$44.7K 0.04% 189
2024
Q3 		$355K Hold
23,910
– – 0.03% 195
2024
Q2 		$348K Buy
+23,910
New +$356K 0.03% 190

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

United Asset Strategies's APLE Position: Q2 2026 in Review

United Asset Strategies sold out of Apple Hospitality REIT (APLE) in Q2 2026, closing a stake of 12,219 shares — an estimated $141K sold.

United Asset Strategies first reported a position in APLE in Q2 2024 and held it in 8 quarters. The position peaked at $411K in Q4 2024. 231 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • United Asset Strategies reported no remaining Apple Hospitality REIT position as of Q2 2026 after selling out during the quarter.
  • United Asset Strategies sold 12,219 Apple Hospitality REIT shares in Q2 2026, an estimated $141K.
  • United Asset Strategies first reported a position in Apple Hospitality REIT in Q2 2024 and held it in 8 quarters.
  • United Asset Strategies's Apple Hospitality REIT position peaked at $411K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.