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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
Fidelity International
251
Fidelity International
Bermuda
$120K +$123K +8,267 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$106K +$5.52K +370 +5%
PCM
253
Palouse Capital Management
Washington
$98.6K +$101K +6,778 New
KBC Group
254
KBC Group
Belgium
$98K +$41.2K +2,767 +70%
QCG
255
Quadrant Capital Group
Ohio
$97.5K -$39.4K -2,646 -28%
Simplex Trading
256
Simplex Trading
Illinois
$95K +$97.8K +6,560 New
S
257
SignatureFD
Georgia
$94K -$4.9K -329 -5%
C
258
Covestor
United Kingdom
$89K +$26.6K +1,787 +41%
HT
259
Headlands Technologies
Illinois
$80.6K +$80.8K +5,420 +4,407%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$76.2K
US Bancorp
261
US Bancorp
Minnesota
$68.7K -$59K -3,960 -46%
FGA
262
Fortis Group Advisors
New Jersey
$63.2K
VWM
263
Valley Wealth Managers
New Jersey
$62.5K
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$51K -$194 -13 -0.4%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$47.8K
ETC
266
Exchange Traded Concepts
Oklahoma
$46.9K +$12.2K +818 +34%
PA
267
Parallel Advisors
California
$40K -$3.98K -267 -9%
QL
268
Quarry LP
New York
$33.5K +$19.2K +1,290 +127%
GI
269
GAMMA Investing
California
$28.1K -$13K -870 -31%
AF
270
Allworth Financial
California
$26.9K +$16.9K +1,135 +170%
EC
271
EdgeRock Capital
Colorado
$26.1K +$26.7K +1,792 New
AAM
272
Advisors Asset Management
Colorado
$17.6K -$60 -4 -0.3%
AAG
273
Armstrong Advisory Group
Massachusetts
$14.5K
LC
274
Lindbrook Capital
California
$14K -$552 -37 -4%
PS
275
Principal Securities
Iowa
$13.2K -$12K -807 -47%

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.