Ziegler Capital Management’s Apple Hospitality REIT APLE Stock Holding History

Ziegler Capital 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
2022 Q3	–	Sell	-66,803	Closed	-$980K	–	386
2022 Q2	$980K	Buy	66,803 +1,900	+3%	+$31.4K	0.04%	307
2022 Q1	$1.17M	Sell	64,903 -5,900	-8%	-$101K	0.05%	281
2021 Q4	$1.14M	Sell	70,803 -23,006	-25%	-$364K	0.04%	306
2021 Q3	$1.48M	Sell	93,809 -3,182	-3%	-$47.7K	0.05%	299
2021 Q2	$1.48M	Buy	96,991 +3,087	+3%	+$48K	0.05%	298
2021 Q1	$1.37M	Sell	93,904 -2,469	-3%	-$34.3K	0.04%	298
2020 Q4	$1.24M	Sell	96,373 -12,438	-11%	-$148K	0.04%	287
2020 Q3	$1.05M	Sell	108,811 -3,084	-3%	-$29.7K	0.04%	291
2020 Q2	$1.08M	Buy	+111,895	New	+$1.06M	0.03%	297

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ziegler Capital Management's APLE Position: Q3 2022 in Review

Ziegler Capital Management sold out of Apple Hospitality REIT (APLE) in Q3 2022, closing a stake of 66,803 shares — an estimated $980K sold.

Ziegler Capital Management first reported a position in APLE in Q2 2020 and held it in 9 quarters. The position peaked at $1.48M in Q2 2021. 282 funds tracked by Wall St. Rank hold APLE as of Q3 2022.

Ziegler Capital Management reported no remaining Apple Hospitality REIT position as of Q3 2022 after selling out during the quarter.
Ziegler Capital Management sold 66,803 Apple Hospitality REIT shares in Q3 2022, an estimated $980K.
Ziegler Capital Management first reported a position in Apple Hospitality REIT in Q2 2020 and held it in 9 quarters.
Ziegler Capital Management's Apple Hospitality REIT position peaked at $1.48M in Q2 2021.
282 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2022.

Based on Ziegler Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.