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Virtus Investment Advisers’s Apple Hospitality REIT APLE Stock Holding History

Virtus Investment Advisers’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 		$198K Sell
11,755
-4,081
-26% -$58.4K 0.05% 413
2026
Q1 		$182K Buy
15,836
+2,464
+18% +$29.8K 0.05% 428
2025
Q4 		$158K Sell
13,372
-711
-5% -$8.34K 0.04% 448
2025
Q3 		$169K Sell
14,083
-694
-5% -$8.57K 0.05% 348
2025
Q2 		$172K Buy
14,777
+5,174
+54% +$60.7K 0.06% 263
2025
Q1 		$124K Buy
+9,603
New +$140K 0.03% 388

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Virtus Investment Advisers's APLE Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Apple Hospitality REIT (APLE) stake by 26% in Q2 2026, selling an estimated $58.4K and leaving 11,755 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #413.

Virtus Investment Advisers first reported a position in APLE in Q1 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Virtus Investment Advisers held 11,755 shares of Apple Hospitality REIT worth $198K as of Q2 2026.
  • Virtus Investment Advisers sold 4,081 Apple Hospitality REIT shares in Q2 2026, an estimated $58.4K.
  • Apple Hospitality REIT made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #413 holding.
  • Virtus Investment Advisers first reported a position in Apple Hospitality REIT in Q1 2025 and has held it in 6 quarters since.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.