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Apple Hospitality REIT

340 hedge funds and large institutions have $3.14B invested in Apple Hospitality REIT in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

68% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $3.88M

36% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 98

7% more funds holding

Funds holding: 317340 (+23)

2% more capital invested

Capital invested by funds: $3.07B → $3.14B (+$76.1M)

0.52% less ownership

Funds ownership: 85.79%85.27% (-0.52%)

Holders
340
Holders Change
+23
Holders Change %
+7.26%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
133
Reduced
98
Closed
31
Calls
$6.52M
Puts
$3.88M
Net Calls
+$2.64M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
176
Knights of Columbus Asset Advisors
Connecticut
$460K
EGM
177
Engineers Gate Manager
New York
$460K -$696K -44,901 -60%
GC
178
Guggenheim Capital
Illinois
$437K -$11M -708,962 -96%
NICM
179
Neo Ivy Capital Management
New York
$433K -$1.42M -91,547 -76%
VI
180
Versor Investments
New York
$430K -$115K -7,400 -21%
YIH
181
Y-Intercept (HK)
Hong Kong
$428K -$86.4K -5,577 -17%
HEIP
182
Hudson Edge Investment Partners
New Jersey
$416K +$19.7K +1,272 +5%
UAS
183
United Asset Strategies
New York
$411K +$44.7K +2,885 +12%
SA
184
Sanctuary Advisors
Indiana
$406K +$2.91K +188 +0.7%
MGP
185
Metis Global Partners
California
$394K +$40.6K +2,621 +11%
SAM
186
Shell Asset Management
Netherlands
$384K -$697 -45 -0.2%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$378K +$26.5K +1,711 +7%
EFS
188
Econ Financial Services
Pennsylvania
$374K +$378K +24,374 New
Creative Planning
189
Creative Planning
Kansas
$370K -$76.6K -4,945 -17%
ECM
190
EMC Capital Management
Texas
$368K +$371K +23,947 +44,346%
AIP
191
Ameritas Investment Partners
Nebraska
$366K +$11.7K +755 +3%
Osaic Holdings
192
Osaic Holdings
Arizona
$359K -$138K -8,901 -28%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$358K -$188K -12,119 -34%
BRWA
194
B. Riley Wealth Advisors
Florida
$344K +$3.36K +217 +1%
EF
195
Empowered Funds
Pennsylvania
$343K +$346K +22,350 New
SPC
196
Sigma Planning Corp
Michigan
$341K -$11.5K -741 -3%
EIP
197
Ellis Investment Partners
Pennsylvania
$334K +$5.92K +382 +2%
BF
198
BOK Financial
Oklahoma
$328K +$69.8K +4,506 +25%
CWM
199
CIBC World Markets
New York
$328K +$331K +21,336 New
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$320K +$57.6K +3,718 +22%

APLE Hedge Fund Activity: Q4 2024 in Review

340 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2024, worth a combined $3.14B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new APLE positions and 31 closed out — a net gain of 26 holders — while 133 added to existing stakes and 98 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $38.2M sold.

  • 340 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2024, up from 317 in Q3 2024.
  • Funds reported $3.14B of Apple Hospitality REIT stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 57 funds opened new Apple Hospitality REIT positions in Q4 2024 and 31 closed out, a net change of +26 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2024 was T. Rowe Price Associates, an estimated $27.3M added.
  • The largest Apple Hospitality REIT seller in Q4 2024 was Centersquare Investment Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2024.