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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
POIA
301
Pin Oak Investment Advisors
Texas
$5K
PTC
302
Private Trust Company
Ohio
$4.8K
SPIA
303
Steward Partners Investment Advisory
New York
$4.61K +$4.04K +261 +669%
PWMG
304
Private Wealth Management Group
New Jersey
$4.39K
HNW
305
High Note Wealth
Minnesota
$4.34K +$4.38K +283 New
IA
306
IFP Advisors
Florida
$4.28K +$15 +1 +0.4%
B
307
Birchbrook
Maine
$3.93K +$62 +4 +2%
Optiver Holding
308
Optiver Holding
Netherlands
$3.67K -$1.8K -116 -33%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$3.5K +$3.53K +228 New
CAS
310
Coppell Advisory Solutions
Texas
$3.49K +$3.5K +226 New
EWA
311
EverSource Wealth Advisors
Alabama
$3.32K +$2.14K +138 +177%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$3.23K
Federated Hermes
313
Federated Hermes
Pennsylvania
$3.01K -$852 -55 -22%
RIL
314
Rothschild Investment LLC
Illinois
$2.84K +$387 +25 +16%
BIA
315
Bell Investment Advisors
California
$2.64K
SRCM
316
Signature Resources Capital Management
California
$2.58K
CT
317
Colonial Trust
South Carolina
$2.58K
ATC
318
Adirondack Trust Company
New York
$2.47K
WSFS
319
Wilmington Savings Fund Society
Delaware
$2.42K
SWM
320
Shakespeare Wealth Management
Wisconsin
$2.42K +$2.45K +158 New
LFG
321
Larson Financial Group
Missouri
$2.3K +$31 +2 +1%
BIG
322
Brooklyn Investment Group
New York
$1.94K +$15 +1 +0.8%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.84K
SO
324
Sierra Ocean
California
$1.07K +$1.08K +70 New
CMP
325
Coston McIsaac & Partners
Maine
$1K

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.