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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
AF
276
Allworth Financial
California
$29.7K +$2.01K +130 +7%
Mitsubishi UFJ Trust & Banking
277
Mitsubishi UFJ Trust & Banking
Japan
$27.5K -$130K -8,421 -82%
PS
278
Principal Securities
Iowa
$22.6K +$5.48K +354 +32%
ANBT
279
American National Bank & Trust
Texas
$21.9K
AAP
280
Arax Advisory Partners
Colorado
$21.4K +$15 +1 +0.1%
SAM
281
Smartleaf Asset Management
Massachusetts
$21.3K +$15.7K +1,016 +277%
MFG
282
Mendota Financial Group
Wisconsin
$19.3K -$62 -4 -0.3%
MCM
283
MAI Capital Management
Ohio
$18K +$18.2K +1,174 New
AAM
284
Advisors Asset Management
Colorado
$17.6K -$1.02K -66 -5%
LC
285
Lindbrook Capital
California
$17.5K +$3.24K +209 +22%
DB
286
Danske Bank
Denmark
$16.9K -$52.7K -3,400 -76%
Barrow, Hanley, Mewhinney & Strauss
287
Barrow, Hanley, Mewhinney & Strauss
Texas
$16.5K
AAG
288
Armstrong Advisory Group
Massachusetts
$15.3K
FWA
289
FSC Wealth Advisors
New York
$15.3K
NA
290
NewEdge Advisors
Louisiana
$9.41K +$4.69K +303 +98%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$9.35K +$139 +9 +2%
HGERS
292
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9.7K +626 New
EBA
293
Eagle Bay Advisors
New York
$8.45K
CA
294
CoreCap Advisors
Michigan
$7.67K
MWM
295
Mascoma Wealth Management
New Hampshire
$7.67K
UB
296
UMB Bank
Missouri
$7.2K +$279 +18 +4%
FFA
297
Farther Finance Advisors
California
$6.57K -$3.95K -255 -37%
VCM
298
Versant Capital Management
Arizona
$6.43K +$4.87K +314 +299%
Bessemer Group
299
Bessemer Group
New Jersey
$6K +$5.75K +371 New
QC
300
Quent Capital
New York
$5.51K +$1.55K +100 +39%

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.