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Apple Hospitality REIT
APLE

Overview Fund Activity

339 hedge funds and large institutions have $3.14B invested in Apple Hospitality REIT in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 132 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+25
Holders Change %
+7.96%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
132
Reduced
97
Closed
30
Calls
$6.52M
Puts
$3.88M
Net Calls
+$2.64M
Net Calls Change
-$1.73M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M
2
UBS Group
UBS Group
Switzerland
$33M
3
ECM
ExodusPoint Capital Management
New York
$13.8M
4
Macquarie Group
Macquarie Group
Australia
$81.9M
5
BlackRock
BlackRock
New York
$636M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$97M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.9M
4
GC
Guggenheim Capital
Illinois
$437K
5
Goldman Sachs
Goldman Sachs
New York
$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
301
Private Trust Company
Ohio
$4.81K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$4.61K +$4.01K +261 +669%
PWMG
303
Private Wealth Management Group
New Jersey
$4.39K – – –
HNW
304
High Note Wealth
Minnesota
$4.34K +$4.34K +283 New
IA
305
IFP Advisors
Florida
$4.28K +$15 +1 +0.4%
B
306
Birchbrook
Maine
$3.93K +$61 +4 +2%
Optiver Holding
307
Optiver Holding
Netherlands
$3.67K -$1.78K -116 -33%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$3.5K +$3.5K +228 New
CAS
309
Coppell Advisory Solutions
Texas
$3.49K +$3.49K +226 New
EWA
310
EverSource Wealth Advisors
Alabama
$3.32K +$2.12K +138 +177%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$3.23K – – –
Federated Hermes
312
Federated Hermes
Pennsylvania
$3.01K -$844 -55 -22%
RIL
313
Rothschild Investment LLC
Illinois
$2.84K +$384 +25 +16%
BIA
314
Bell Investment Advisors
California
$2.64K – – –
SRCM
315
Signature Resources Capital Management
California
$2.58K – – –
CT
316
Colonial Trust
South Carolina
$2.58K – – –
ATC
317
Adirondack Trust Company
New York
$2.47K – – –
WSFS
318
Wilmington Savings Fund Society
Delaware
$2.43K – – –
SWM
319
Shakespeare Wealth Management
Wisconsin
$2.43K +$2.43K +158 New
LFG
320
Larson Financial Group
Missouri
$2.3K +$31 +2 +1%
BIG
321
Brooklyn Investment Group
New York
$1.94K +$15 +1 +0.8%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$1.84K – – –
SO
323
Sierra Ocean
California
$1.08K +$1.08K +70 New
CMP
324
Coston McIsaac & Partners
Maine
$1K – – –
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$798 +$798 +52 New
11 12
13
14 15