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Apple Hospitality REIT

318 hedge funds and large institutions have $3.03B invested in Apple Hospitality REIT in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $3.12M

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

4% more funds holding

Funds holding: 306318 (+12)

0.19% more ownership

Funds ownership: 85.8%85.99% (+0.19%)

11% less capital invested

Capital invested by funds: $3.39B → $3.03B (-$366M)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
4.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
144
Reduced
90
Closed
30
Calls
$7.04M
Puts
$3.12M
Net Calls
+$3.92M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$469K +$92.2K +6,184 +24%
Osaic Holdings
177
Osaic Holdings
Arizona
$467K +$65.4K +4,389 +16%
CIC
178
Cornercap Investment Counsel
Georgia
$440K +$451K +30,250 New
NAM
179
Nissay Asset Management
Japan
$438K +$31.3K +2,097 +7%
HEIP
180
Hudson Edge Investment Partners
New Jersey
$375K
Creative Planning
181
Creative Planning
Kansas
$370K -$748K -50,169 -66%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$359K -$44.3K -2,971 -11%
ECM
183
EMC Capital Management
Texas
$349K
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$348K -$2.53K -170 -0.7%
SA
185
Sanctuary Advisors
Indiana
$348K +$346K +23,182 New
UAS
186
United Asset Strategies
New York
$348K +$356K +23,910 New
KA
187
Kovack Advisors
Florida
$347K -$5.29K -355 -1%
AG
188
Algert Global
California
$337K +$346K +23,178 New
VU
189
Vanderbilt University
Tennessee
$337K +$345K +23,151 New
SPC
190
Sigma Planning Corp
Michigan
$329K +$42.1K +2,822 +14%
AQR Capital Management
191
AQR Capital Management
Connecticut
$329K -$34.8K -2,337 -9%
AIP
192
Ameritas Investment Partners
Nebraska
$325K +$12.1K +815 +4%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$321K -$194 -13 -0.1%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$317K -$44.5K -2,983 -12%
DFCM
195
Dark Forest Capital Management
Puerto Rico
$314K -$1.14M -76,502 -78%
M&T Bank
196
M&T Bank
New York
$313K -$1.98K -133 -0.6%
Neuberger Berman Group
197
Neuberger Berman Group
New York
$311K +$112K +7,489 +54%
KAS
198
Kestra Advisory Services
Texas
$302K +$122K +8,208 +66%
VI
199
Vestcor Inc
New Brunswick, Canada
$301K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$300K

APLE Hedge Fund Activity: Q2 2024 in Review

318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2024, worth a combined $3.03B — down 11% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APLE positions and 30 closed out — a net gain of 17 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $29.6M. The largest seller was Principal Financial Group, cutting an estimated $89.8M.

  • 318 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2024, up from 306 in Q1 2024.
  • Funds reported $3.03B of Apple Hospitality REIT stock for Q2 2024, down 11% quarter-over-quarter.
  • 47 funds opened new Apple Hospitality REIT positions in Q2 2024 and 30 closed out, a net change of +17 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2024 was BlackRock, an estimated $29.6M added.
  • The largest Apple Hospitality REIT seller in Q2 2024 was Principal Financial Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.