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Apple Hospitality REIT
APLE

Overview Fund Activity

315 hedge funds and large institutions have $3.6B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 25 closing their positions.

Holders
315
Holders Change
+27
Holders Change %
+9.38%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
103
Reduced
117
Closed
25
Calls
$13.5M
Puts
$4.51M
Net Calls
+$8.94M
Net Calls Change
+$6.36M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$91.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$76.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$38M
4
RC
4
Resolution Capital
Australia
$33.6M
5
Barclays
5
Barclays
United Kingdom
$15.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$29.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$570M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$7.09M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.8M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$640M 38,519,982 -513,455 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$570M 34,338,408 -1,031,499 -3%
State Street
3
State Street
Massachusetts
$232M 13,833,016 -145,653 -1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$158M 9,488,221 +399,623 +4%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$120M 7,240,395 -25,128 -0.3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$119M 7,145,591 -475,933 -6%
Principal Financial Group
7
Principal Financial Group
Iowa
$117M 7,051,590 +10,991 +0.2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$93.8M 5,648,023 -554,209 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$91.4M 5,501,588 +5,173,971 +1,579%
Victory Capital Management
10
Victory Capital Management
Texas
$86.9M 5,230,417 -95,235 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.2M 5,071,126 +210,329 +4%
Macquarie Group
12
Macquarie Group
Australia
$81.5M 4,904,411 -151,973 -3%
Morgan Stanley
13
Morgan Stanley
New York
$76.5M 4,604,848 +2,830,543 +160%
Charles Schwab
14
Charles Schwab
California
$68.2M 4,108,317 -25,712 -0.6%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$61M 3,659,186 -258,971 -7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$50.5M 3,039,642 -119,990 -4%
Northern Trust
17
Northern Trust
Illinois
$50.2M 3,020,862 -99,426 -3%
LSV Asset Management
18
LSV Asset Management
Illinois
$45.8M 2,757,443 -141,500 -5%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$38M 2,287,149 +2,287,149 New
Norges Bank
20
Norges Bank
Norway
$36.3M 2,183,010 +135,504 +7%
Goldman Sachs
21
Goldman Sachs
New York
$35M 2,105,783 +678,905 +48%
RC
22
Resolution Capital
Australia
$33.6M 2,024,796 +2,024,796 New
Legal & General Group
23
Legal & General Group
United Kingdom
$33.4M 2,009,861 +81,632 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$32.7M 1,971,428 -332,450 -14%
SFM
25
Systematic Financial Management
New Jersey
$30.9M 1,860,504 -41,509 -2%
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