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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
BI
151
Berkeley Inc
Idaho
$253K +$78 +5 +0%
AIP
152
Ameritas Investment Partners
Nebraska
$251K +$256K +16,468 New
BAM
153
Belpointe Asset Management
Nevada
$238K +$451 +29 +0.2%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$231K +$1.26K +81 +0.5%
HFM
155
Harvest Fund Management
China
$220K -$59.2K -3,807 -21%
PAM
156
Panagora Asset Management
Massachusetts
$215K
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$213K
BFM
158
Boothbay Fund Management
New York
$209K +$213K +13,702 New
MA
159
MONECO Advisors
Connecticut
$208K
GBT
160
Grove Bank & Trust
Florida
$206K
PS
161
Pensionfund Sabic
Netherlands
$198K
BNP Paribas Asset Management
162
BNP Paribas Asset Management
France
$195K +$199K +12,805 New
SCM
163
Schnieders Capital Management
California
$183K
WQ
164
Wealth Quarterback
New Jersey
$183K +$186K +11,961 New
AOWM
165
Alpha Omega Wealth Management
Virginia
$180K -$7.8K -502 -4%
PHK
166
Point72 Hong Kong
Hong Kong
$179K -$1.21M -77,815 -87%
GCP
167
GSA Capital Partners
United Kingdom
$178K +$182K +11,687 New
M&T Bank
168
M&T Bank
New York
$176K -$58.4K -3,761 -25%
IAA
169
Independent Advisor Alliance
North Carolina
$175K
X
170
Xponance
Pennsylvania
$175K +$179K +11,500 New
Stifel Financial
171
Stifel Financial
Missouri
$169K +$172K +11,076 New
QI
172
QS Investors
New York
$168K
PTP
173
Platform Technology Partners
New York
$165K +$168K +10,842 New
CG
174
Cutler Group
California
$161K +$72.9K +4,690 +80%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$160K -$12.7K -814 -7%

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.