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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
Invesco
26
Invesco
Georgia
$18.7M -$3.88M -250,339 -17%
Principal Financial Group
27
Principal Financial Group
Iowa
$16.6M +$410K +26,489 +3%
FWIA
28
Fort Washington Investment Advisors
Ohio
$14.1M +$53.1K +3,430 +0.4%
Allianz Asset Management
29
Allianz Asset Management
Germany
$14M +$1.46M +94,423 +12%
SIS
30
Sound Income Strategies
Florida
$13.9M +$1.38M +89,382 +11%
ECM
31
ExodusPoint Capital Management
New York
$13.8M +$7.79M +503,114 +127%
AllianceBernstein
32
AllianceBernstein
Tennessee
$13.5M -$792K -51,134 -6%
First Trust Advisors
33
First Trust Advisors
Illinois
$11.8M +$3.92M +253,059 +49%
Bank of America
34
Bank of America
North Carolina
$11.3M -$2.48M -159,780 -18%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$11M +$188K +12,143 +2%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$10.9M +$906K +58,453 +9%
FP
37
Foundry Partners
Minnesota
$8.59M +$1.32M +85,115 +18%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.53M +$1.25M +80,902 +17%
Canada Life
39
Canada Life
Manitoba, Canada
$7.67M +$467K +30,123 +6%
CAM
40
Congress Asset Management
Massachusetts
$7.6M +$1.87M +120,683 +32%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$7.54M +$1.05M +67,634 +16%
KCM
42
Kennedy Capital Management
Missouri
$7M -$405K -26,154 -5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.9M
Blackstone Inc
44
Blackstone Inc
New York
$6.86M
Barclays
45
Barclays
United Kingdom
$6.55M +$70.8K +4,571 +1%
MCM
46
Masterton Capital Management
New York
$6.17M
Deutsche Bank
47
Deutsche Bank
Germany
$6.02M +$1.05M +67,896 +21%
WHG
48
Westwood Holdings Group
Texas
$5.96M
Asset Management One
49
Asset Management One
Japan
$5.96M +$62K +4,005 +1%
WP
50
Woodline Partners
California
$5.9M +$5.95M +384,207 New

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.