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Apple Hospitality REIT

318 hedge funds and large institutions have $3.03B invested in Apple Hospitality REIT in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $3.12M

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

4% more funds holding

Funds holding: 306318 (+12)

0.19% more ownership

Funds ownership: 85.8%85.99% (+0.19%)

11% less capital invested

Capital invested by funds: $3.39B → $3.03B (-$366M)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
144
Reduced
90
Closed
30
Calls
$7.04M
Puts
$3.12M
Net Calls
+$3.92M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
226
Grove Bank & Trust
Florida
$197K
VPIM
227
Vanguard Personalized Indexing Management
California
$191K -$1.89K -127 -1%
ECM
228
Evergreen Capital Management
Washington
$191K -$336K -22,536 -63%
OC
229
Oppenheimer & Co
New York
$190K +$195K +13,050 New
CBOR
230
Community Bank of Raymore
Missouri
$182K
IA
231
Inspire Advisors
Idaho
$180K -$343 -23 -0.2%
PI
232
PFG Investments
New York
$175K -$10.8K -725 -6%
PA
233
Profund Advisors
Maryland
$174K -$4.82K -323 -3%
Mariner
234
Mariner
Kansas
$173K -$22.3K -1,499 -11%
CIP
235
Cornerstone Investment Partners
Georgia
$164K +$168K +11,260 New
AI
236
Atria Investments
North Carolina
$160K +$164K +11,023 New
VEA
237
Virtus ETF Advisers
New York
$160K +$6.08K +408 +4%
BTI
238
Blue Trust Inc
Georgia
$158K +$19.4K +1,299 +16%
B
239
Bailard
California
$156K +$160K +10,700 New
TSS
240
Two Sigma Securities
New York
$151K +$5.84K +392 +4%
SP
241
Systematic Portfolios
New York
$151K +$155K +10,380 New
AOWM
242
Alpha Omega Wealth Management
Virginia
$150K
NB
243
Norinchukin Bank
Japan
$150K +$2.98K +200 +2%
AI
244
AdvisorShares Investments
Maryland
$149K +$22.3K +1,496 +17%
TPCW
245
TD Private Client Wealth
New York
$149K +$5.71K +383 +4%
Lazard Asset Management
246
Lazard Asset Management
New York
$143K +$48.3K +3,243 +49%
CPBTD
247
Central Pacific Bank - Trust Division
Hawaii
$128K +$7.9K +530 +6%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$126K -$1.38M -92,327 -91%
SWM
249
Spire Wealth Management
Virginia
$125K -$745 -50 -0.6%
SG Americas Securities
250
SG Americas Securities
New York
$123K -$296K -19,844 -70%

APLE Hedge Fund Activity: Q2 2024 in Review

318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2024, worth a combined $3.03B — down 11% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APLE positions and 30 closed out — a net gain of 17 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $29.6M. The largest seller was Principal Financial Group, cutting an estimated $89.8M.

  • 318 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2024, up from 306 in Q1 2024.
  • Funds reported $3.03B of Apple Hospitality REIT stock for Q2 2024, down 11% quarter-over-quarter.
  • 47 funds opened new Apple Hospitality REIT positions in Q2 2024 and 30 closed out, a net change of +17 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2024 was BlackRock, an estimated $29.6M added.
  • The largest Apple Hospitality REIT seller in Q2 2024 was Principal Financial Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.