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Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
176
Spirit of America Management Corp
New York
$419K -$109K -7,500 -21%
SA
177
Sanctuary Advisors
Indiana
$419K +$40.8K +2,819 +12%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$401K -$28.1M -1,940,998 -99%
HEIP
179
Hudson Edge Investment Partners
New Jersey
$383K
SAM
180
Shell Asset Management
Netherlands
$372K +$363K +25,058 New
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$365K +$9.84K +680 +3%
UAS
182
United Asset Strategies
New York
$355K
ECM
183
Everence Capital Management
Indiana
$345K -$53.3K -3,680 -14%
AA
184
AlphaMark Advisors
Kentucky
$345K +$37.1K +2,561 +12%
AIP
185
Ameritas Investment Partners
Nebraska
$343K +$11K +759 +3%
MGP
186
Metis Global Partners
California
$342K +$74.6K +5,157 +29%
SPC
187
Sigma Planning Corp
Michigan
$341K +$4.18K +289 +1%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$340K -$26K -1,794 -7%
AA
189
ALPS Advisors
Colorado
$338K +$70.4K +4,863 +27%
Man Group
190
Man Group
United Kingdom
$337K +$328K +22,692 New
VU
191
Vanderbilt University
Tennessee
$335K -$8.67K -599 -3%
BRWA
192
B. Riley Wealth Advisors
Florida
$329K +$35K +2,422 +12%
EIP
193
Ellis Investment Partners
Pennsylvania
$318K +$13.7K +948 +5%
Cerity Partners
194
Cerity Partners
New York
$317K +$86K +5,942 +39%
VI
195
Vestcor Inc
New Brunswick, Canada
$308K
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$306K
M&T Bank
197
M&T Bank
New York
$302K -$17.7K -1,223 -6%
WGC
198
Watts Gwilliam & Co
Arizona
$290K +$277K +19,137 New
CW
199
CIC Wealth
Maryland
$285K
OC
200
Oppenheimer & Co
New York
$282K +$85.7K +5,920 +45%

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.