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Apple Hospitality REIT
APLE

Overview Fund Activity

273 hedge funds and large institutions have $2.81B invested in Apple Hospitality REIT in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
29
Increased
112
Reduced
93
Closed
31
Calls
$5.12M
Puts
$3.14M
Net Calls
+$1.98M
Net Calls Change
-$798K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$78.1M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$135M
3
Victory Capital Management
Victory Capital Management
Texas
$79.8M
4
BlackRock
BlackRock
New York
$334M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$110M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$496K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$22.3M
3
CIM
Centersquare Investment Management
Pennsylvania
$231K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.39M
5
Prudential Financial
Prudential Financial
New Jersey
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
EMC Capital Management
Texas
$11.2K +$10.2K +77,500 +957%
FWM
252
Focused Wealth Management
New York
$10.9K +$166 +11 +2%
MWM
253
Mascoma Wealth Management
New Hampshire
$7.57K – – –
PTC
254
Private Trust Company
Ohio
$5.05K – – –
POIA
255
Pin Oak Investment Advisors
Texas
$5K – – –
QL
256
Quarry LP
New York
$4.2K +$4.2K +278 New
IA
257
IFP Advisors
Florida
$4.2K – – –
BIA
258
Bell Investment Advisors
California
$3.84K +$1.42K +94 +59%
FFA
259
Farther Finance Advisors
California
$3.63K – – –
FCAG
260
First Capital Advisors Group
New Jersey
$3.42K +$3.42K +226 New
CT
261
Colonial Trust
South Carolina
$2.51K – – –
ATC
262
Adirondack Trust Company
New York
$2.5K – – –
EWA
263
EverSource Wealth Advisors
Alabama
$2.13K +$378 +25 +22%
AF
264
Allworth Financial
California
$2.12K +$30 +2 +1%
NA
265
NewEdge Advisors
Louisiana
$1.92K – – –
EARNEST Partners
266
EARNEST Partners
Georgia
$1.59K – – –
AAP
267
Arax Advisory Partners
Colorado
$1.28K +$30 +2 +2%
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$1K -$14.7K -1,071 -94%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$1K – – –
PVH
270
Psagot Value Holdings
Israel
$1K +$225 +9 +29%
CWC
271
Carolinas Wealth Consulting
North Carolina
$851 +$851 +56 New
HI
272
Harbour Investments
Wisconsin
$801 +$272 +18 +51%
BAAM
273
Baker Avenue Asset Management
California
$786 -$60 -4 -7%
IECM
274
Intrinsic Edge Capital Management
Illinois
– -$9.05M -582,977 Closed
LIP
275
Lighthouse Investment Partners
Florida
– -$7.76M -500,000 Closed
9 10
11
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