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Apple Hospitality REIT
APLE

Overview Fund Activity

336 hedge funds and large institutions have $2.58B invested in Apple Hospitality REIT in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 103 reducing their positions, and 44 closing their positions.

Holders
336
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
132
Reduced
103
Closed
44
Calls
$7.33M
Puts
$7.72M
Net Calls
-$386K
Net Calls Change
-$3.03M

Top Buyers

1
GC
1
Gillson Capital
Illinois
$16.6M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$9.05M
3
Victory Capital Management
3
Victory Capital Management
Texas
$95.6M
4
UBS Group
4
UBS Group
Switzerland
$35.9M
5
Bank of America
5
Bank of America
North Carolina
$17.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$61.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$50M
3
UBS AM
3
UBS AM
Illinois
$3.35M
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$54K 4,157 -533 -11%
MSWA
277
Marshall & Sterling Wealth Advisors
New York
$48.1K 3,724 -2,301 -38%
FGA
278
Fortis Group Advisors
New Jersey
$46.5K 3,603 -746 -17%
ETC
279
Exchange Traded Concepts
Oklahoma
$37.2K 2,882 – –
VCM
280
Versant Capital Management
Arizona
$36.2K 2,805 +2,386 +569%
PA
281
Parallel Advisors
California
$34.4K 2,664 +61 +2%
NA
282
NewEdge Advisors
Louisiana
$31.3K 2,427 +1,814 +296%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$30.7K 2,882 -578 -17%
SAM
284
Smartleaf Asset Management
Massachusetts
$24.7K 1,920 +537 +39%
PS
285
Principal Securities
Iowa
$22.6K 1,473 – –
AAP
286
Arax Advisory Partners
Colorado
$19.8K 1,534 +141 +10%
ANBT
287
American National Bank & Trust
Texas
$18.4K 1,428 – –
CCM
288
Cloud Capital Management
Washington
$17K 1,384 +1,384 New
AAG
289
Armstrong Advisory Group
Massachusetts
$15.4K 1,000 – –
MCM
290
MAI Capital Management
Ohio
$15.2K 1,174 – –
LC
291
Lindbrook Capital
California
$14.4K 1,115 -25 -2%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$13K 1,009 +400 +66%
UB
293
UMB Bank
Missouri
$11.6K 899 +430 +92%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$8.42K 654 +444 +211%
Bessemer Group
295
Bessemer Group
New Jersey
$8K 653 +282 +76%
CIAM
296
Caitong International Asset Management
Hong Kong
$6.62K 513 +513 New
MWM
297
Mascoma Wealth Management
New Hampshire
$6.46K 500 – –
CA
298
CoreCap Advisors
Michigan
$6.46K 500 – –
AF
299
Allworth Financial
California
$5.47K 459 -1,497 -77%
SPIA
300
Steward Partners Investment Advisory
New York
$4.82K 373 +73 +24%
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12
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