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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
Inspire Investing
Idaho
$39K +$56.2K +4,278 New
RCA
227
Ranch Capital Advisors
Florida
$36K -$8.19K -624 -13%
GT
228
Glenmede Trust
Pennsylvania
$29K
VanEck Associates
229
VanEck Associates
New York
$24K +$17.6K +1,344 +109%
GWM
230
Geneos Wealth Management
Colorado
$23K -$19.5K -1,488 -37%
AWA
231
Arkadios Wealth Advisors
Georgia
$22.9K
RFM
232
Royal Fund Management
Florida
$19K -$5.28K -402 -16%
TPCW
233
TD Private Client Wealth
New York
$18.7K -$2.19K -167 -8%
LC
234
Lindbrook Capital
California
$18K +$21.1K +1,606 +409%
SPIA
235
Steward Partners Investment Advisory
New York
$12K +$433 +33 +3%
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$10K
CAN
237
Claraphi Advisory Network
United States
$9K +$12.5K +950 New
GWS
238
Glassman Wealth Services
Virginia
$9K +$12.5K +950 New
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$40.5K -3,087 -77%
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$11.8K +895 New
PI
241
PineBridge Investments
New York
$7K -$4.59K -350 -31%
CIA
242
CSat Investment Advisory
Michigan
$7K +$1.43K +109 +18%
FHA
243
First Horizon Advisors
Tennessee
$7K +$9.98K +760 New
FWM
244
Focused Wealth Management
New York
$6K +$105 +8 +1%
OPS
245
Orion Portfolio Solutions
Nebraska
$5K -$2.09K -159 -23%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$5K
SFS
247
Sowell Financial Services
Arkansas
$4K +$3.11K +237 +96%
TWA
248
TCI Wealth Advisors
Arizona
$4K +$5.75K +438 New
POIA
249
Pin Oak Investment Advisors
Texas
$3K
PCG
250
Private Capital Group
Connecticut
$2K +$3.18K +242 New

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.