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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
PFBT
276
Parkside Financial Bank & Trust
Missouri
$9.57K -$75 -5 -0.8%
FCA
277
FinTrust Capital Advisors
South Carolina
$9.51K +$9.75K +654 New
EBA
278
Eagle Bay Advisors
New York
$8.73K
Federated Hermes
279
Federated Hermes
Pennsylvania
$8.72K +$358 +24 +4%
MWM
280
Mascoma Wealth Management
New Hampshire
$7.27K
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$6K +$268 +18 +4%
FFA
282
Farther Finance Advisors
California
$5.57K +$75 +5 +1%
GLR
283
Great Lakes Retirement
Ohio
$5.48K +$5.59K +375 New
POIA
284
Pin Oak Investment Advisors
Texas
$5K
RFG
285
RFP Financial Group
Georgia
$4.96K
PTC
286
Private Trust Company
Ohio
$4.55K -$313 -21 -6%
NA
287
NewEdge Advisors
Louisiana
$4.46K -$5.02K -337 -52%
PWMG
288
Private Wealth Management Group
New Jersey
$4.16K +$566 +38 +15%
IA
289
IFP Advisors
Florida
$4.04K
QC
290
Quent Capital
New York
$3.77K
UB
291
UMB Bank
Missouri
$3.62K +$2.25K +151 +154%
B
292
Birchbrook
Maine
$3.61K +$60 +4 +2%
SAM
293
Smartleaf Asset Management
Massachusetts
$3.42K +$3.22K +216 +982%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$3.06K +$3.13K +210 New
BIA
295
Bell Investment Advisors
California
$2.47K -$2.35K -158 -48%
SRCM
296
Signature Resources Capital Management
California
$2.44K +$30 +2 +1%
CT
297
Colonial Trust
South Carolina
$2.4K
ATC
298
Adirondack Trust Company
New York
$2.34K
SS
299
Sunbelt Securities
Texas
$2.3K +$30 +2 +1%
SPIA
300
Steward Partners Investment Advisory
New York
$2.18K -$149 -10 -6%

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.