WANY
APLE icon

Wealthspire Advisors (New York)’s Apple Hospitality REIT APLE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,139
Closed -$13.7K – 1133
2025
Q3 		$13.7K Buy
+1,139
New +$14.1K ﹤0.01% 1870

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s APLE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Apple Hospitality REIT (APLE) in Q4 2025, closing a stake of 1,139 shares — an estimated $13.7K sold.

Wealthspire Advisors (New York) first reported a position in APLE in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 337 funds tracked by Wall St. Rank hold APLE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Apple Hospitality REIT position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,139 Apple Hospitality REIT shares in Q4 2025, an estimated $13.7K.
  • Wealthspire Advisors (New York) first reported a position in Apple Hospitality REIT in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Apple Hospitality REIT position peaked at $13.7K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.