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Apple Hospitality REIT

350 hedge funds and large institutions have $2.33B invested in Apple Hospitality REIT in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.67% more ownership

Funds ownership: 83.01%85.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.33B → $2.33B (-$3.22M)

Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.14M
Puts
$2.28M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$9.68K
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$9.12K
SPIA
303
Steward Partners Investment Advisory
New York
$6.95K
NA
304
NewEdge Advisors
Louisiana
$6.71K
MNA
305
Manning & Napier Advisors
New York
$5.92K
TIM
306
Thompson Investment Management
Wisconsin
$5.75K
MWM
307
Mascoma Wealth Management
New Hampshire
$5.75K
AFC
308
Ares Financial Consulting
California
$5.52K
RFP
309
Root Financial Partners
California
$5.18K
TCM
310
Triumph Capital Management
Colorado
$4.65K
DB
311
Danske Bank
Denmark
$4.6K
PWMG
312
Private Wealth Management Group
New Jersey
$4.33K
EP
313
Essential Partners
California
$4.04K
POIA
314
Pin Oak Investment Advisors
Texas
$4K
SWIM
315
Smallwood Wealth Investment Management
New Jersey
$3.59K
MCM
316
MAI Capital Management
Ohio
$3.52K
QL
317
Quarry LP
New York
$3.45K
TWD
318
True Wealth Design
Ohio
$3.31K
IAS
319
IMA Advisory Services
Colorado
$3.31K
B
320
Birchbrook
Maine
$3.25K
RF
321
Rossby Financial
Florida
$3.05K
KFAS
322
Keating Financial Advisory Services
Kansas
$2.66K
BFS
323
Bare Financial Services
Pennsylvania
$2.45K
VR
324
Vision Retirement
New Jersey
$2.43K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$2.38K