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Apple Hospitality REIT
APLE

Overview Fund Activity

314 hedge funds and large institutions have $3.05B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 121 reducing their positions, and 38 closing their positions.

Holders
314
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
4.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
112
Reduced
121
Closed
38
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$38.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$100M
4
UBS Group
4
UBS Group
Switzerland
$8.26M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$401K
2
SSA
2
Schonfeld Strategic Advisors
New York
$186K
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$9.7M
4
ECM
4
EMC Capital Management
Texas
$21K
5
EP
5
Edgestream Partners
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$609M 41,008,864 +318,815 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$531M 35,775,488 -448,458 -1%
State Street
3
State Street
Massachusetts
$195M 13,086,741 +15,991 +0.1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$130M 8,724,894 -188,944 -2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$108M 7,261,324 -43,128 -0.6%
Victory Capital Management
6
Victory Capital Management
Texas
$100M 6,737,959 +718,844 +12%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$96.2M 6,477,065 -488,427 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$85.6M 5,761,364 +62,149 +1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$77.9M 5,243,575 +18,858 +0.4%
Macquarie Group
10
Macquarie Group
Australia
$72.1M 4,854,173 +164,099 +3%
Goldman Sachs
11
Goldman Sachs
New York
$66.7M 4,492,459 +1,083,178 +32%
Charles Schwab
12
Charles Schwab
California
$66.2M 4,457,063 +182,917 +4%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$61.7M 4,143,813 +26,040 +0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.4M 3,328,659 -46,357 -1%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$45.3M 3,050,737 +389,667 +15%
Northern Trust
16
Northern Trust
Illinois
$45.3M 3,049,803 +132,577 +5%
CIM
17
Centersquare Investment Management
Pennsylvania
$38.2M 2,571,126 +2,571,126 New
Morgan Stanley
18
Morgan Stanley
New York
$37.1M 2,500,729 +452,396 +22%
LSV Asset Management
19
LSV Asset Management
Illinois
$36.9M 2,484,543 -87,500 -3%
SFM
20
Systematic Financial Management
New Jersey
$31.2M 2,099,877 +207,256 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$25.8M 1,740,632 -158,530 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$24.7M 1,664,495 -288,323 -15%
Invesco
23
Invesco
Georgia
$21.8M 1,466,549 +240,626 +20%
UBS AM
24
UBS AM
Illinois
$21.7M 1,461,342 -24,595 -2%
Ameriprise
25
Ameriprise
Minnesota
$21.3M 1,613,363 -200,831 -11%
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