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Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$609M +$4.61M +318,815 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$531M -$6.49M -448,458 -1%
State Street
3
State Street
Massachusetts
$195M +$231K +15,991 +0.1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$130M -$2.73M -188,944 -2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$108M -$624K -43,128 -0.6%
Victory Capital Management
6
Victory Capital Management
Texas
$100M +$10.4M +718,844 +12%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$96.2M -$7.07M -488,427 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$85.6M +$899K +62,149 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$77.9M +$273K +18,858 +0.4%
Macquarie Group
10
Macquarie Group
Australia
$72.1M +$2.37M +164,099 +3%
Goldman Sachs
11
Goldman Sachs
New York
$66.7M +$15.7M +1,083,178 +32%
Charles Schwab
12
Charles Schwab
California
$66.2M +$2.65M +182,917 +4%
N
13
Nuveen
North Carolina
$61.7M +$377K +26,040 +0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.4M -$671K -46,357 -1%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$45.3M +$5.64M +389,667 +15%
Northern Trust
16
Northern Trust
Illinois
$45.3M +$1.92M +132,577 +5%
CIM
17
Centersquare Investment Management
Pennsylvania
$38.2M +$37.2M +2,571,126 New
Morgan Stanley
18
Morgan Stanley
New York
$37.1M +$6.55M +452,396 +22%
LSV Asset Management
19
LSV Asset Management
Illinois
$36.9M -$1.27M -87,500 -3%
SFM
20
Systematic Financial Management
New Jersey
$31.2M +$3M +207,256 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$25.8M -$2.29M -158,530 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$24.7M -$4.17M -288,323 -15%
Invesco
23
Invesco
Georgia
$21.8M +$3.48M +240,626 +20%
UBS AM
24
UBS AM
Illinois
$21.7M -$356K -24,595 -2%
Ameriprise
25
Ameriprise
Minnesota
$21.3M -$2.91M -200,831 -11%

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.