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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
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$798 +$806 +52 New
PAM
327
Parvin Asset Management
South Dakota
$768 +$775 +50 New
GEA
328
Glen Eagle Advisors
New Jersey
$737 +$15 +1 +2%
SWA
329
SOA Wealth Advisors
New York
$445 +$449 +29 New
CA
330
Crewe Advisors
Utah
$415 +$418 +27 New
CPG
331
Cornerstone Planning Group
New Jersey
$327
T
332
Transce3nd
Texas
$325 +$325 +21 New
DF
333
Dunhill Financial
United Kingdom
$255
TSMHT
334
Thurston Springer Miller Herd & Titak
Indiana
$214
AssetMark Inc
335
AssetMark Inc
California
$92 +$93 +6 New
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61
GRP
337
Global Retirement Partners
California
$31
UBP
338
Union Bancaire Privee
Switzerland
$15 +$1.55K +100 New
CIM
339
Centersquare Investment Management
Pennsylvania
-$38.2M -2,571,126 Closed
D.E. Shaw & Co
340
D.E. Shaw & Co
New York
-$6.21M -417,915 Closed
MHI
341
Miller Howard Investments
New York
-$4.31M -290,483 Closed
Adage Capital Partners
342
Adage Capital Partners
Massachusetts
-$4.08M -275,000 Closed
ERSOT
343
Employees Retirement System of Texas
Texas
-$2.92M -197,000 Closed
PIWA
344
Prevail Innovative Wealth Advisors
Kansas
-$1.45M -97,425 Closed
UOC
345
UBS O'Connor
Illinois
-$1.09M -73,404 Closed
CC
346
Centiva Capital
New York
-$1.07M -71,860 Closed
CANY
347
Caxton Associates (New York)
New York
-$1.03M -69,617 Closed
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$611K -41,159 Closed
HPG
349
Harvest Portfolios Group
Ontario, Canada
-$599K -40,317 Closed
CM
350
Crestline Management
Texas
-$589K -39,696 Closed

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.