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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
LFG
301
Larson Financial Group
Missouri
$2.13K +$2.18K +146 New
EWA
302
EverSource Wealth Advisors
Alabama
$2.04K +$522 +35 +34%
RIL
303
Rothschild Investment LLC
Illinois
$1.89K +$1.64K +110 +550%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$1.75K
Optiver Holding
305
Optiver Holding
Netherlands
$1.64K +$1.68K +113 New
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$1.47K -$2.37K -159 -61%
WTC
307
WhitTier Trust Company
Nevada
$1.45K +$1.49K +100 New
AAP
308
Arax Advisory Partners
Colorado
$1.31K +$15 +1 +1%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$1K
CMP
310
Coston McIsaac & Partners
Maine
$1K
GEA
311
Glen Eagle Advisors
New Jersey
$676 +$701 +47 New
ECM
312
Everence Capital Management
Indiana
$398
TSMHT
313
Thurston Springer Miller Herd & Titak
Indiana
$203
AF
314
Advisornet Financial
Minnesota
$174 +$179 +12 New
CFGS
315
Concourse Financial Group Securities
Alabama
$131 +$134 +9 New
AWM
316
Avior Wealth Management
Nebraska
$130 -$1.73K -116 -93%
GRP
317
Global Retirement Partners
California
$29 +$30 +2 New
RC
318
Resolution Capital
Australia
-$34.2M -2,087,396 Closed
EAM
319
Eagle Asset Management
Florida
-$7.35M -450,700 Closed
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
-$3.47M -211,972 Closed
TPSF
321
Texas Permanent School Fund
Texas
-$3.05M -186,232 Closed
Arrowstreet Capital
322
Arrowstreet Capital
Massachusetts
-$2.38M -145,063 Closed
AIG
323
American International Group
New York
-$1.9M -116,218 Closed
WAM
324
Wolverine Asset Management
Illinois
-$1.49M -90,678 Closed
N
325
Natixis
France
-$1.33M -81,100 Closed

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.