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Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$2.38K +$434 +30 +23%
WSFS
302
Wilmington Savings Fund Society
Delaware
$2.35K +$2.29K +158 New
LFG
303
Larson Financial Group
Missouri
$2.2K +$29 +2 +1%
BIG
304
Brooklyn Investment Group
New York
$1.86K +$1.81K +125 New
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$1.78K
VCM
306
Versant Capital Management
Arizona
$1.56K +$1.52K +105 New
WTC
307
WhitTier Trust Company
Nevada
$1.49K
EWA
308
EverSource Wealth Advisors
Alabama
$1.16K -$868 -60 -43%
GEA
309
Glen Eagle Advisors
New Jersey
$702
SPIA
310
Steward Partners Investment Advisory
New York
$579 -$1.61K -111 -74%
CPG
311
Cornerstone Planning Group
New Jersey
$319 +$304 +21 New
DF
312
Dunhill Financial
United Kingdom
$247 +$246 +17 New
TSMHT
313
Thurston Springer Miller Herd & Titak
Indiana
$207
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59 +$58 +4 New
GRP
315
Global Retirement Partners
California
$30
CMP
316
Coston McIsaac & Partners
Maine
$1
EP
317
Edgestream Partners
New Jersey
-$9.29M -638,625 Closed
GC
318
Gillson Capital
Illinois
-$7.69M -529,045 Closed
SPS
319
Susquehanna Portfolio Strategies
Pennsylvania
-$5.49M -377,270 Closed
GCA
320
GSI Capital Advisors
California
-$3.84M -264,062 Closed
Citadel Advisors
321
Citadel Advisors
Florida
-$2.86M -197,504 Closed
ACA
322
Aptus Capital Advisors
Alabama
-$2.21M -152,295 Closed
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
-$1.81M -124,557 Closed
Truist Financial
324
Truist Financial
North Carolina
-$1.12M -77,165 Closed
OLA
325
Oliver Luxxe Assets
New Jersey
-$1.02M -69,844 Closed

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.