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Apple Hospitality REIT

338 hedge funds and large institutions have $2.59B invested in Apple Hospitality REIT in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 340338 (-2)

5% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $7.72M

1.5% less ownership

Funds ownership: 85.27%83.76% (-1.5%)

17% less capital invested

Capital invested by funds: $3.14B → $2.59B (-$547M)

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
133
Reduced
104
Closed
44
Calls
$7.33M
Puts
$7.72M
Net Calls
-$386K
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$5.47K -$21.9K -1,497 -77%
SPIA
302
Steward Partners Investment Advisory
New York
$4.82K +$1.07K +73 +24%
QC
303
Quent Capital
New York
$4.63K
PTC
304
Private Trust Company
Ohio
$4.04K
SWIM
305
Smallwood Wealth Investment Management
New Jersey
$4.03K +$4.56K +312 New
FFA
306
Farther Finance Advisors
California
$4.02K -$1.71K -117 -27%
POIA
307
Pin Oak Investment Advisors
Texas
$4K
RIL
308
Rothschild Investment LLC
Illinois
$3.81K +$1.61K +110 +59%
IA
309
IFP Advisors
Florida
$3.6K
CA
310
Crewe Advisors
Utah
$3.54K +$3.61K +247 +915%
B
311
Birchbrook
Maine
$3.36K +$58 +4 +2%
EWA
312
EverSource Wealth Advisors
Alabama
$2.48K -$351 -24 -11%
Federated Hermes
313
Federated Hermes
Pennsylvania
$2.48K -$58 -4 -2%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$2.38K +$1.93K +132 +254%
Optiver Holding
315
Optiver Holding
Netherlands
$2.3K -$892 -61 -26%
BIA
316
Bell Investment Advisors
California
$2.22K
SRCM
317
Signature Resources Capital Management
California
$2.17K
CT
318
Colonial Trust
South Carolina
$2.15K
ATC
319
Adirondack Trust Company
New York
$2.08K
WSFS
320
Wilmington Savings Fund Society
Delaware
$2.04K
PWMG
321
Private Wealth Management Group
New Jersey
$1.99K -$1.93K -132 -46%
LFG
322
Larson Financial Group
Missouri
$1.95K +$15 +1 +0.7%
HNW
323
High Note Wealth
Minnesota
$1.94K -$1.94K -133 -47%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$1.55K
BIG
325
Brooklyn Investment Group
New York
$1.38K -$278 -19 -15%

APLE Hedge Fund Activity: Q1 2025 in Review

338 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2025, worth a combined $2.59B — down 17% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APLE positions and 44 closed out — a net gain of 1 holder — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Gillson Capital, opening a new position worth an estimated $18.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $51.2M.

  • 338 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2025, down from 340 in Q4 2024.
  • Funds reported $2.59B of Apple Hospitality REIT stock for Q1 2025, down 17% quarter-over-quarter.
  • 45 funds opened new Apple Hospitality REIT positions in Q1 2025 and 44 closed out, a net change of +1 holder.
  • The largest Apple Hospitality REIT buyer in Q1 2025 was Gillson Capital, an estimated $18.8M added.
  • The largest Apple Hospitality REIT seller in Q1 2025 was T. Rowe Price Associates, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2025.