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Apple Hospitality REIT

336 hedge funds and large institutions have $2.33B invested in Apple Hospitality REIT in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 117 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $8.06M | Put options by funds: $6.1M

18% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $2.37B → $2.33B (-$38.8M)

3% less funds holding

Funds holding: 345336 (-9)

2.79% less ownership

Funds ownership: 84.87%82.08% (-2.8%)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

Holders
336
Holders Change
-9
Holders Change %
-2.61%
% of All Funds
4.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
138
Reduced
117
Closed
42
Calls
$8.06M
Puts
$6.1M
Net Calls
+$1.96M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$12.8M -$405K -32,798 -3%
CIM
27
Centersquare Investment Management
Pennsylvania
$12.3M -$2.75M -222,840 -18%
SO
28
STRS Ohio
Ohio
$11.8M +$1.85M +150,000 +18%
Public Sector Pension Investment Board (PSP Investments)
29
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M +$1.17M +94,630 +11%
AQR Capital Management
30
AQR Capital Management
Connecticut
$11.1M +$4.69M +379,700 +70%
Barclays
31
Barclays
United Kingdom
$9.41M +$4M +324,174 +71%
Allianz Asset Management
32
Allianz Asset Management
Germany
$8.87M -$2.94M -238,138 -24%
WAM
33
Waterfall Asset Management
New York
$8.77M +$4.08M +330,000 +83%
First Trust Advisors
34
First Trust Advisors
Illinois
$8.74M -$45.7K -3,702 -0.5%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$7.96M -$280K -22,663 -3%
Millennium Management
36
Millennium Management
New York
$7.79M +$7.08M +573,410 +764%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$7.42M +$28.5K +2,305 +0.4%
ClearBridge Investments
38
ClearBridge Investments
New York
$7.27M +$171K +13,860 +2%
Canada Life
39
Canada Life
Manitoba, Canada
$6.67M +$249K +20,128 +4%
CA
40
CSM Advisors
Pennsylvania
$6.21M +$776K +62,840 +14%
EP
41
Edgestream Partners
New Jersey
$5.92M -$6.04M -489,264 -50%
CAM
42
Congress Asset Management
Massachusetts
$5.58M -$25.1K -2,035 -0.4%
Prudential Financial
43
Prudential Financial
New Jersey
$5.49M +$2.38M +192,895 +73%
Blackstone Inc
44
Blackstone Inc
New York
$5.37M
Asset Management One
45
Asset Management One
Japan
$5.37M -$389K -31,497 -7%
Jane Street
46
Jane Street
New York
$5.31M +$71.4K +5,777 +1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$5.26M +$56.8K +4,600 +1%
MCM
48
Masterton Capital Management
New York
$5.18M +$2.93M +237,154 +122%
PCM
49
Peregrine Capital Management
Minnesota
$5.13M +$5.27M +427,031 New
SBH
50
Segall Bryant & Hamill
Illinois
$4.97M +$192K +15,551 +4%

APLE Hedge Fund Activity: Q3 2025 in Review

336 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2025, worth a combined $2.33B — down 1.6% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APLE and 36 opened new positions — a net loss of 6 holders — while 117 trimmed existing stakes and 138 added.

The largest buyer was Goldman Sachs, adding an estimated $50.5M. The largest seller was UBS AM, exiting entirely with an estimated $20.6M sold.

  • 336 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.33B of Apple Hospitality REIT stock for Q3 2025, down 1.6% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2025 and 42 closed out, a net change of -6 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2025 was Goldman Sachs, an estimated $50.5M added.
  • The largest Apple Hospitality REIT seller in Q3 2025 was UBS AM, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2025.