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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
LNWWM
176
Laird Norton Wetherby Wealth Management
California
$159K +$544 +35 +0.3%
FTDI
177
First Trust Direct Indexing
Massachusetts
$158K +$161K +10,372 New
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$156K -$864K -55,580 -84%
SOAMC
179
Spirit of America Management Corp
New York
$156K +$21.8K +1,400 +16%
RHJA
180
Rice Hall James & Associates
California
$155K
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$154K +$157K +10,076 New
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$139K -$35.2K -2,268 -20%
VanEck Associates
183
VanEck Associates
New York
$129K -$4.65K -299 -3%
US Bancorp
184
US Bancorp
Minnesota
$126K -$8.8K -566 -6%
APA
185
American Portfolios Advisors
New York
$123K +$7.09K +456 +6%
NFG
186
Next Financial Group
Texas
$111K
S
187
SignatureFD
Georgia
$108K
SWM
188
Spire Wealth Management
Virginia
$103K -$168K -10,842 -62%
AIC
189
Ayalon Insurance Company
Israel
$103K +$48.2K +3,102 +86%
COCM
190
Charter Oak Capital Management
New Hampshire
$98K
QT
191
Quantbot Technologies
New York
$88K +$90.4K +5,820 New
M1FG
192
Mach-1 Financial Group
Arkansas
$84K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$83K -$17.2K -1,109 -17%
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$83K -$16.1K -1,033 -16%
QCG
195
Quadrant Capital Group
Ohio
$82K -$3.7K -238 -4%
TRCT
196
Tower Research Capital (TRC)
New York
$69K -$266K -17,117 -79%
TC
197
Truvestments Capital
Florida
$61K -$32.6K -2,098 -34%
PCM
198
Penserra Capital Management
California
$61K +$63.1K +4,059 New
Fidelity Investments
199
Fidelity Investments
Massachusetts
$40K +$16.8K +1,082 +71%
PA
200
Parallel Advisors
California
$38K -$16 -1 -0%

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.