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Apple Hospitality REIT

276 hedge funds and large institutions have $2.89B invested in Apple Hospitality REIT in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $4.55M | Put options by funds: $1.78M

29% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 95

0.92% more ownership

Funds ownership: 81.02%81.94% (+0.92%)

1% more capital invested

Capital invested by funds: $2.88B → $2.89B (+$16.4M)

6% less funds holding

Funds holding: 294276 (-18)

41% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
276
Holders Change
-18
Holders Change %
-6.12%
% of All Funds
4.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
123
Reduced
95
Closed
41
Calls
$4.55M
Puts
$1.78M
Net Calls
+$2.78M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$518M +$12M +736,189 +2%
BlackRock
2
BlackRock
New York
$331M +$16.7M +1,018,654 +5%
State Street
3
State Street
Massachusetts
$167M +$4.17M +254,813 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$124M +$1.2M +73,066 +0.9%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$101M +$18.1M +1,103,885 +20%
JP Morgan Chase
6
JP Morgan Chase
New York
$93.4M +$7.38M +451,028 +8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$85.6M -$13.5M -823,286 -13%
Principal Financial Group
8
Principal Financial Group
Iowa
$82.8M +$1.83M +111,778 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$71.2M +$3.06M +187,257 +4%
N
10
Nuveen
North Carolina
$70.5M +$23.8M +1,454,097 +47%
Charles Schwab
11
Charles Schwab
California
$67.5M +$1.15M +70,337 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$66.7M -$21.9M -1,337,805 -24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$55.4M +$11M +670,818 +23%
Northern Trust
14
Northern Trust
Illinois
$52.3M -$1.73M -105,453 -3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$48.3M +$628K +38,397 +1%
LSV Asset Management
16
LSV Asset Management
Illinois
$46.7M +$1.68M +102,500 +4%
Ameriprise
17
Ameriprise
Minnesota
$45.4M +$4.12M +251,741 +9%
Citadel Advisors
18
Citadel Advisors
Florida
$45M +$10.5M +643,758 +29%
Prudential Financial
19
Prudential Financial
New Jersey
$37.5M -$7.15M -437,207 -15%
Norges Bank
20
Norges Bank
Norway
$35M -$1.72M -104,893 -4%
Macquarie Group
21
Macquarie Group
Australia
$32M +$6.01M +367,359 +22%
Millennium Management
22
Millennium Management
New York
$31.4M +$9.53M +582,661 +40%
Goldman Sachs
23
Goldman Sachs
New York
$28.9M +$2.27M +138,533 +8%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$28.7M -$12.7M -776,558 -30%
SFM
25
Systematic Financial Management
New Jersey
$26.1M -$123K -7,529 -0.4%

APLE Hedge Fund Activity: Q1 2023 in Review

276 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2023, worth a combined $2.89B — up 0.57% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of APLE and 24 opened new positions — a net loss of 17 holders — while 95 trimmed existing stakes and 123 added.

The largest buyer was Nuveen, adding an estimated $23.8M. The largest seller was Blackstone Inc, cutting an estimated $25.4M.

  • 276 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2023, down from 294 in Q4 2022.
  • Funds reported $2.89B of Apple Hospitality REIT stock for Q1 2023, up 0.57% quarter-over-quarter.
  • 24 funds opened new Apple Hospitality REIT positions in Q1 2023 and 41 closed out, a net change of -17 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2023 was Nuveen, an estimated $23.8M added.
  • The largest Apple Hospitality REIT seller in Q1 2023 was Blackstone Inc, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2023.