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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
BlackRock
1
BlackRock
New York
$592M +$29.6M +1,984,513 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$527M +$9.96M +668,396 +2%
State Street
3
State Street
Massachusetts
$191M +$5.15M +345,258 +3%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$130M -$1.89M -126,657 -1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$106M +$457K +30,636 +0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$101M -$6.46M -433,181 -6%
Victory Capital Management
7
Victory Capital Management
Texas
$87.5M +$13.1M +881,217 +17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$82.9M +$7.42M +497,796 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$76M +$4.2M +281,691 +6%
Macquarie Group
10
Macquarie Group
Australia
$68.2M +$1.02M +68,216 +1%
Charles Schwab
11
Charles Schwab
California
$62.1M +$3.41M +228,773 +6%
N
12
Nuveen
North Carolina
$60M -$2.39M -160,624 -4%
Goldman Sachs
13
Goldman Sachs
New York
$49.6M +$17.6M +1,182,023 +53%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.1M +$2.3M +154,159 +5%
Northern Trust
15
Northern Trust
Illinois
$42.4M -$128K -8,598 -0.3%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$38.7M +$390K +26,136 +1%
LSV Asset Management
17
LSV Asset Management
Illinois
$37.4M +$795K +53,300 +2%
Morgan Stanley
18
Morgan Stanley
New York
$29.8M +$2.63M +176,541 +9%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$28.6M -$2.6M -174,553 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28.4M +$1.28M +85,733 +5%
Legal & General Group
21
Legal & General Group
United Kingdom
$27.6M -$1.36M -91,263 -5%
SFM
22
Systematic Financial Management
New Jersey
$27.5M +$26.6K +1,784 +0.1%
Ameriprise
23
Ameriprise
Minnesota
$24M +$357K +23,951 +1%
UBS AM
24
UBS AM
Illinois
$21.6M +$2.06M +138,402 +10%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$19.5M +$12.1M +810,478 +153%

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.