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Valley Wealth Managers’s Apple Hospitality REIT APLE Stock Holding History

Valley Wealth Managers’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
Q3 		$76.8K Buy
4,755
+64
+1% +$1.04K ﹤0.01% 206
2026
Q2 		$78.9K Buy
4,691
+71
+2% +$1.01K ﹤0.01% 202
2026
Q1 		$53.2K Buy
4,620
+82
+2% +$992 ﹤0.01% 214
2025
Q4 		$53.8K Buy
4,538
+83
+2% +$974 ﹤0.01% 213
2025
Q3 		$53.5K Buy
4,455
+76
+2% +$939 ﹤0.01% 204
2025
Q2 		$51.1K Buy
4,379
+80
+2% +$939 ﹤0.01% 199
2025
Q1 		$55.5K Hold
4,299
– – ﹤0.01% 202
2024
Q4 		$66K Hold
4,299
– – ﹤0.01% 201
2024
Q3 		$63.8K Hold
4,299
– – ﹤0.01% 203
2024
Q2 		$62.5K Hold
4,299
– – 0.01% 210
2024
Q1 		$70.4K Hold
4,299
– – 0.01% 204
2023
Q4 		$71.4K Hold
4,299
– – 0.01% 206
2023
Q3 		$65.9K Hold
4,299
– – 0.01% 213
2023
Q2 		$65K Hold
4,299
– – 0.01% 198
2023
Q1 		$66.7K Hold
4,299
– – 0.01% 205
2022
Q4 		$67.8K Hold
4,299
– – 0.01% 210
2022
Q3 		$60K Hold
4,299
– – 0.01% 227
2022
Q2 		$63K Buy
+4,299
New +$71.1K 0.01% 237
2017
Q2 		– Sell
-4,299
Closed -$82K – 130
2017
Q1 		$82K Buy
+4,299
New +$84.8K 0.01% 131

Other funds holding APLE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valley Wealth Managers's APLE Position: Q3 2026 in Review

Valley Wealth Managers increased its Apple Hospitality REIT (APLE) stake by 1.4% in Q3 2026, buying an estimated $1.04K and bringing the position to 4,755 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Valley Wealth Managers first reported a position in APLE in Q1 2017 and has held it in 19 quarters since. The position peaked at $82K in Q1 2017. 16 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Valley Wealth Managers held 4,755 shares of Apple Hospitality REIT worth $76.8K as of Q3 2026.
  • Valley Wealth Managers bought 64 Apple Hospitality REIT shares in Q3 2026, an estimated $1.04K.
  • Apple Hospitality REIT made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #206 holding.
  • Valley Wealth Managers first reported a position in Apple Hospitality REIT in Q1 2017 and has held it in 19 quarters since.
  • Valley Wealth Managers's Apple Hospitality REIT position peaked at $82K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.