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Apple Hospitality REIT

318 hedge funds and large institutions have $3.03B invested in Apple Hospitality REIT in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $3.12M

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

4% more funds holding

Funds holding: 306318 (+12)

0.19% more ownership

Funds ownership: 85.8%85.99% (+0.19%)

11% less capital invested

Capital invested by funds: $3.39B → $3.03B (-$366M)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
144
Reduced
90
Closed
30
Calls
$7.04M
Puts
$3.12M
Net Calls
+$3.92M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$18.6M -$89.8M -6,022,168 -83%
Invesco
27
Invesco
Georgia
$17.8M +$2.08M +139,204 +13%
Norges Bank
28
Norges Bank
Norway
$15.3M -$14.8M -995,946 -49%
SSA
29
Schonfeld Strategic Advisors
New York
$15.1M +$3.27M +219,695 +27%
AllianceBernstein
30
AllianceBernstein
Tennessee
$14.7M +$115K +7,685 +0.8%
FWIA
31
Fort Washington Investment Advisors
Ohio
$13.6M +$1.04M +69,440 +8%
Bank of America
32
Bank of America
North Carolina
$11.1M -$4.8M -321,820 -30%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$10.6M +$454K +30,434 +4%
SIS
34
Sound Income Strategies
Florida
$10.4M +$1.41M +94,686 +15%
Citigroup
35
Citigroup
New York
$9.77M +$6.04M +405,051 +152%
Allianz Asset Management
36
Allianz Asset Management
Germany
$9.46M +$5.04M +338,147 +108%
EP
37
Edgestream Partners
New Jersey
$9.29M +$7.62M +511,100 +401%
KCM
38
Kennedy Capital Management
Missouri
$8.79M -$499K -33,494 -5%
Hudson Bay Capital Management
39
Hudson Bay Capital Management
Connecticut
$8.44M +$8.65M +580,570 New
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$7.98M -$89.6K -6,009 -1%
GC
41
Gillson Capital
Illinois
$7.69M +$7.89M +529,045 New
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$7.57M -$77.3K -5,186 -1%
Canada Life
43
Canada Life
Manitoba, Canada
$7.43M +$941K +63,132 +14%
SO
44
STRS Ohio
Ohio
$7.27M +$514K +34,500 +7%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$7.27M +$7.45M +500,000 New
First Trust Advisors
46
First Trust Advisors
Illinois
$7.24M -$1.75M -117,526 -19%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.21M +$891K +59,741 +14%
Swiss National Bank
48
Swiss National Bank
Switzerland
$6.58M +$362K +24,300 +6%
Blackstone Inc
49
Blackstone Inc
New York
$6.5M
GC
50
Guggenheim Capital
Illinois
$5.92M -$57.1K -3,833 -0.9%

APLE Hedge Fund Activity: Q2 2024 in Review

318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2024, worth a combined $3.03B — down 11% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APLE positions and 30 closed out — a net gain of 17 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $29.6M. The largest seller was Principal Financial Group, cutting an estimated $89.8M.

  • 318 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2024, up from 306 in Q1 2024.
  • Funds reported $3.03B of Apple Hospitality REIT stock for Q2 2024, down 11% quarter-over-quarter.
  • 47 funds opened new Apple Hospitality REIT positions in Q2 2024 and 30 closed out, a net change of +17 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2024 was BlackRock, an estimated $29.6M added.
  • The largest Apple Hospitality REIT seller in Q2 2024 was Principal Financial Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.