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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
Franklin Resources
101
Franklin Resources
California
$1.81M -$65.4K -4,222 -3%
IMRF
102
Illinois Municipal Retirement Fund
Illinois
$1.8M -$40.1K -2,590 -2%
LPL Financial
103
LPL Financial
California
$1.79M -$569K -36,720 -24%
IIM
104
INTECH Investment Management
Florida
$1.74M +$833K +53,789 +90%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$1.66M -$4.65K -300 -0.3%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$1.65M -$130K -8,400 -7%
AIC
107
Aurora Investment Counsel
Georgia
$1.56M +$158K +10,171 +11%
SCM
108
Sterling Capital Management
North Carolina
$1.55M +$398K +25,695 +34%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.54M +$89.6K +5,783 +6%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.51M +$119K +7,700 +8%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.51M -$974K -62,896 -39%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$1.49M -$60.1K -3,877 -4%
MAM
113
Martingale Asset Management
Massachusetts
$1.47M +$847K +54,661 +133%
CAM
114
Cozad Asset Management
Illinois
$1.43M +$5.42K +350 +0.4%
RAM
115
Resona Asset Management
Japan
$1.38M +$39K +2,516 +3%
PCM
116
Penserra Capital Management
California
$1.3M -$193K -12,487 -13%
YCM
117
Yousif Capital Management
Michigan
$1.3M -$28.7K -1,852 -2%
American Century Companies
118
American Century Companies
Missouri
$1.19M +$39.2K +2,529 +3%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$1.19M -$112K -7,200 -9%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$1.18M +$149K +9,601 +14%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.17M
MML Investors Services
122
MML Investors Services
Massachusetts
$1.17M +$77.9K +5,030 +7%
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$1.15M -$8.88K -573 -0.8%
PA
124
Paralel Advisors
Colorado
$1.15M
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$1.15M -$100K -6,453 -8%

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.