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Apple Hospitality REIT
APLE

Overview Fund Activity

249 hedge funds and large institutions have $2.92B invested in Apple Hospitality REIT in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+8
Holders Change %
+3.32%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
85
Reduced
80
Closed
26
Calls
$6.62M
Puts
$1.03M
Net Calls
+$5.59M
Net Calls Change
+$2.54M

Top Buyers

1
Blackstone Inc
Blackstone Inc
New York
$51.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
$530M
5
Victory Capital Management
Victory Capital Management
Texas
$152M

Top Sellers

1
Invesco
Invesco
Georgia
$14.5M
2
Deutsche Bank
Deutsche Bank
Germany
$9.56M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
Russell Investments Group
Russell Investments Group
United Kingdom
$47.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$205K +$32.2K +1,992 +19%
AOWM
177
Alpha Omega Wealth Management
Virginia
$197K – – –
PRC
178
Pearl River Capital
Michigan
$197K +$197K +12,227 New
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$194K -$12.1K -748 -6%
Creative Planning
180
Creative Planning
Kansas
$185K -$105K -6,501 -36%
IAA
181
Independent Advisor Alliance
North Carolina
$185K – – –
Cerity Partners
182
Cerity Partners
New York
$185K +$185K +11,375 New
CIBC Asset Management
183
CIBC Asset Management
Ontario, Canada
$179K +$6.69K +413 +4%
EGM
184
Engineers Gate Manager
New York
$171K +$171K +10,615 New
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$168K – – –
Squarepoint
186
Squarepoint
New York
$168K +$168K +10,418 New
FTDI
187
First Trust Direct Indexing
Massachusetts
$166K – – –
SWM
188
Spire Wealth Management
Virginia
$166K +$56.6K +3,512 +52%
SOAMC
189
Spirit of America Management Corp
New York
$165K – – –
RHJA
190
Rice Hall James & Associates
California
$164K – – –
X
191
Xponance
Pennsylvania
$164K +$1.36K +84 +0.8%
SCM
192
Schnieders Capital Management
California
$162K – – –
PI
193
PineBridge Investments
New York
$121K +$121K +7,500 New
APA
194
American Portfolios Advisors
New York
$120K -$8.74K -541 -7%
CG
195
Cutler Group
California
$114K -$84.4K -5,255 -43%
S
196
SignatureFD
Georgia
$110K -$7.38K -457 -6%
QCG
197
Quadrant Capital Group
Ohio
$92K +$3.54K +220 +4%
HFM
198
Harvest Fund Management
China
$90K – – –
M1FG
199
Mach-1 Financial Group
Arkansas
$89K +$89K +5,544 New
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$84K -$305 -19 -0.4%
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