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Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
251
Catalyst Funds Management
Australia
$83.2K +$81K +5,600 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$78.1K +$289 +20 +0.4%
Fidelity International
253
Fidelity International
Bermuda
$72.4K -$49.1K -3,393 -41%
DB
254
Danske Bank
Denmark
$66.8K +$65.1K +4,500 New
FGA
255
Fortis Group Advisors
New Jersey
$64.6K
VWM
256
Valley Wealth Managers
New Jersey
$63.8K
US Bancorp
257
US Bancorp
Minnesota
$63.1K -$6.93K -479 -10%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$50.2K
GI
259
GAMMA Investing
California
$40.3K +$11.3K +780 +40%
PA
260
Parallel Advisors
California
$38.5K -$2.27K -157 -6%
ETC
261
Exchange Traded Concepts
Oklahoma
$38.1K -$9.56K -661 -20%
AF
262
Allworth Financial
California
$27.1K +$318 +22 +1%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$23K -$28.7K -1,985 -56%
HT
264
Headlands Technologies
Illinois
$22.4K -$58.3K -4,032 -73%
ANBT
265
American National Bank & Trust
Texas
$21.2K +$20.7K +1,428 New
ECM
266
EMC Capital Management
Texas
$21K -$347K -23,947 -100%
AAP
267
Arax Advisory Partners
Colorado
$20.7K +$18.8K +1,302 +1,447%
QL
268
Quarry LP
New York
$20.3K -$13.5K -935 -41%
MFG
269
Mendota Financial Group
Wisconsin
$18.8K +$18.3K +1,264 New
AAM
270
Advisors Asset Management
Colorado
$18K +$43 +3 +0.2%
PS
271
Principal Securities
Iowa
$16.6K +$3.02K +209 +23%
Barrow, Hanley, Mewhinney & Strauss
272
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.9K +$15.5K +1,073 New
AAG
273
Armstrong Advisory Group
Massachusetts
$14.8K
FWA
274
FSC Wealth Advisors
New York
$14.8K +$14.5K +1,000 New
LC
275
Lindbrook Capital
California
$13.8K -$506 -35 -4%

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.