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Apple Hospitality REIT

236 hedge funds and large institutions have $2.75B invested in Apple Hospitality REIT in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $7M | Put options by funds: $4.24M

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.36B → $2.75B (+$386M)

7.93% more ownership

Funds ownership: 72.63%80.56% (+7.9%)

7% less funds holding

Funds holding: 253236 (-17)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
84
Reduced
72
Closed
48
Calls
$7M
Puts
$4.24M
Net Calls
+$2.76M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
KSCM
26
King Street Capital Management
New York
$23.3M +$23.8M +1,530,000 New
CIM
27
Centersquare Investment Management
Pennsylvania
$22.5M -$22.2M -1,428,255 -49%
Legal & General Group
28
Legal & General Group
United Kingdom
$21.5M -$658K -42,342 -3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$20.5M +$4.63M +297,952 +28%
Goldman Sachs
30
Goldman Sachs
New York
$19.2M -$526K -33,847 -3%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.9M -$2.84M -182,478 -14%
JP Morgan Chase
32
JP Morgan Chase
New York
$16.7M -$1.92M -123,765 -10%
PCM
33
Peregrine Capital Management
Minnesota
$15M -$1.6M -103,075 -9%
Prudential Financial
34
Prudential Financial
New Jersey
$14.1M +$2.52M +162,103 +21%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.3M -$102K -6,574 -0.7%
UBS AM
36
UBS AM
Illinois
$12.9M -$5.89M -379,273 -31%
Bank of America
37
Bank of America
North Carolina
$11.9M +$1.73M +111,066 +17%
PVH
38
Psagot Value Holdings
Israel
$10.6M +$6.29M +404,555 +140%
EAM
39
Eagle Asset Management
Florida
$10.5M -$1.57M -100,827 -13%
FP
40
Foundry Partners
Minnesota
$9.82M +$3.02M +194,328 +43%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$7.97M +$234K +15,086 +3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.13M -$267K -17,200 -4%
Morgan Stanley
43
Morgan Stanley
New York
$7.08M +$881K +56,676 +14%
PPA
44
Parametric Portfolio Associates
Washington
$7.04M -$1.62M -103,968 -18%
GC
45
Guggenheim Capital
Illinois
$6.51M -$362K -23,263 -5%
Asset Management One
46
Asset Management One
Japan
$6.31M -$186K -11,986 -3%
Citigroup
47
Citigroup
New York
$6.19M -$1.41M -91,050 -18%
Barclays
48
Barclays
United Kingdom
$5.8M +$3.12M +200,776 +112%
KHLMVGHM
49
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.71M +$253K +16,263 +5%
CS
50
Credit Suisse
Switzerland
$5.14M -$894K -57,530 -14%

APLE Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2021, worth a combined $2.75B — up 16% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APLE and 33 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Centersquare Investment Management, cutting an estimated $22.2M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2021, down from 253 in Q1 2021.
  • Funds reported $2.75B of Apple Hospitality REIT stock for Q2 2021, up 16% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2021 and 48 closed out, a net change of -15 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Apple Hospitality REIT seller in Q2 2021 was Centersquare Investment Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2021.