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Apple Hospitality REIT

340 hedge funds and large institutions have $3.14B invested in Apple Hospitality REIT in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

68% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $3.88M

36% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 98

7% more funds holding

Funds holding: 317340 (+23)

2% more capital invested

Capital invested by funds: $3.07B → $3.14B (+$76.1M)

0.52% less ownership

Funds ownership: 85.79%85.27% (-0.52%)

Holders
340
Holders Change
+23
Holders Change %
+7.26%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
133
Reduced
98
Closed
31
Calls
$6.52M
Puts
$3.88M
Net Calls
+$2.64M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$130K -$49.9K -3,220 -27%
SWM
252
Spire Wealth Management
Virginia
$127K
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$123K -$50.8K -3,277 -29%
Lazard Asset Management
254
Lazard Asset Management
New York
$119K -$9.54K -616 -7%
PCM
255
Palouse Capital Management
Washington
$104K
QCG
256
Quadrant Capital Group
Ohio
$104K +$17.5K +1,128 +20%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$101K +$1.18K +76 +1%
S
258
SignatureFD
Georgia
$94.3K -$4.63K -299 -5%
MSWA
259
Marshall & Sterling Wealth Advisors
New York
$92.5K +$93.3K +6,025 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$80.4K -$310 -20 -0.4%
GI
261
GAMMA Investing
California
$75.3K +$34K +2,193 +81%
BC
262
Bayforest Capital
United Kingdom
$73.5K +$74.2K +4,790 New
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$72K +$48.6K +3,140 +203%
US Bancorp
264
US Bancorp
Minnesota
$69.9K +$4.77K +308 +7%
FGA
265
Fortis Group Advisors
New Jersey
$66.8K
VWM
266
Valley Wealth Managers
New Jersey
$66K
GFM
267
GF Fund Management
China
$63.8K +$64.4K +4,156 New
PEAK6
268
PEAK6
Illinois
$54.5K +$55K +3,549 New
BBHC
269
Brown Brothers Harriman & Co
New York
$51K +$51.4K +3,320 New
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$50.3K +$1.19K +77 +2%
QL
271
Quarry LP
New York
$47.9K +$27.1K +1,751 +128%
ETC
272
Exchange Traded Concepts
Oklahoma
$44.2K +$4.9K +316 +12%
PA
273
Parallel Advisors
California
$40K +$186 +12 +0.5%
TRCT
274
Tower Research Capital (TRC)
New York
$33.5K -$130K -8,420 -79%
ACM
275
Aster Capital Management
United Arab Emirates
$30.6K +$30.8K +1,991 New

APLE Hedge Fund Activity: Q4 2024 in Review

340 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2024, worth a combined $3.14B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new APLE positions and 31 closed out — a net gain of 26 holders — while 133 added to existing stakes and 98 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $38.2M sold.

  • 340 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2024, up from 317 in Q3 2024.
  • Funds reported $3.14B of Apple Hospitality REIT stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 57 funds opened new Apple Hospitality REIT positions in Q4 2024 and 31 closed out, a net change of +26 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2024 was T. Rowe Price Associates, an estimated $27.3M added.
  • The largest Apple Hospitality REIT seller in Q4 2024 was Centersquare Investment Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2024.