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Apple Hospitality REIT

345 hedge funds and large institutions have $2.37B invested in Apple Hospitality REIT in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 152 increasing their positions, 99 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 99

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

2% more funds holding

Funds holding: 338345 (+7)

1.11% more ownership

Funds ownership: 83.76%84.87% (+1.1%)

9% less capital invested

Capital invested by funds: $2.59B → $2.37B (-$223M)

43% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $8.77M

Holders
345
Holders Change
+7
Holders Change %
+2.07%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
152
Reduced
99
Closed
44
Calls
$4.96M
Puts
$8.77M
Net Calls
-$3.81M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Versant Capital Management
Arizona
$9.3K -$23.6K -2,008 -72%
UB
302
UMB Bank
Missouri
$8.88K -$1.62K -138 -15%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$8.66K -$3.13K -267 -26%
PTC
304
Private Trust Company
Ohio
$8.4K +$4.78K +407 +130%
CA
305
Crewe Advisors
Utah
$8.05K +$4.88K +416 +152%
CA
306
CoreCap Advisors
Michigan
$7.59K +$1.76K +150 +30%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$7.45K -$293 -25 -4%
MAFA
308
MJT & Associates Financial Advisory
Minnesota
$7.09K +$7.13K +608 New
RIL
309
Rothschild Investment LLC
Illinois
$6.42K +$2.99K +255 +86%
Bessemer Group
310
Bessemer Group
New Jersey
$6K -$1.79K -153 -23%
MWM
311
Mascoma Wealth Management
New Hampshire
$5.83K
TIM
312
Thompson Investment Management
Wisconsin
$5.83K +$5.87K +500 New
BFS
313
Bare Financial Services
Pennsylvania
$4.91K +$3.72K +317 +305%
BIA
314
Bell Investment Advisors
California
$4.03K +$2.03K +173 +101%
POIA
315
Pin Oak Investment Advisors
Texas
$4K
SWIM
316
Smallwood Wealth Investment Management
New Jersey
$3.64K
FFA
317
Farther Finance Advisors
California
$3.63K
B
318
Birchbrook
Maine
$3.1K +$70 +6 +2%
AAM
319
Advisors Asset Management
Colorado
$2.96K +$2.98K +254 New
EP
320
Essential Partners
California
$2.28K +$2.29K +195 New
HNW
321
High Note Wealth
Minnesota
$2.02K +$270 +23 +15%
SRCM
322
Signature Resources Capital Management
California
$1.96K
ATC
323
Adirondack Trust Company
New York
$1.88K
BBHC
324
Brown Brothers Harriman & Co
New York
$1.86K +$1.86K +159 New
WSFS
325
Wilmington Savings Fund Society
Delaware
$1.84K

APLE Hedge Fund Activity: Q2 2025 in Review

345 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2025, worth a combined $2.37B — down 8.6% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APLE positions and 44 closed out — a net gain of 11 holders — while 152 added to existing stakes and 99 trimmed.

The largest buyer was Centerbridge Partners, opening a new position worth an estimated $22.3M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $82.6M sold.

  • 345 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2025, up from 338 in Q1 2025.
  • Funds reported $2.37B of Apple Hospitality REIT stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 55 funds opened new Apple Hospitality REIT positions in Q2 2025 and 44 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2025 was Centerbridge Partners, an estimated $22.3M added.
  • The largest Apple Hospitality REIT seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2025.