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Apple Hospitality REIT

340 hedge funds and large institutions have $3.14B invested in Apple Hospitality REIT in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

68% more call options, than puts

Call options by funds: $6.52M | Put options by funds: $3.88M

36% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 98

7% more funds holding

Funds holding: 317340 (+23)

2% more capital invested

Capital invested by funds: $3.07B → $3.14B (+$76.1M)

0.52% less ownership

Funds ownership: 85.79%85.27% (-0.52%)

Holders
340
Holders Change
+23
Holders Change %
+7.26%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
133
Reduced
98
Closed
31
Calls
$6.52M
Puts
$3.88M
Net Calls
+$2.64M
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$636M +$6.52M +420,694 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$543M -$6.06M -391,161 -1%
State Street
3
State Street
Massachusetts
$208M +$5.88M +379,361 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$126M +$27.3M +1,761,996 +27%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$110M -$1.94M -125,390 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$104M +$461K +29,781 +0.4%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$97M -$37.3M -2,404,480 -28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$87.7M -$758K -48,903 -0.8%
Macquarie Group
9
Macquarie Group
Australia
$81.9M +$7.43M +479,410 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$80M -$541K -34,928 -0.7%
Charles Schwab
11
Charles Schwab
California
$70.5M +$2.07M +133,505 +3%
Goldman Sachs
12
Goldman Sachs
New York
$61.9M -$7.14M -461,044 -10%
N
13
Nuveen
North Carolina
$59.2M -$4.46M -287,824 -7%
Northern Trust
14
Northern Trust
Illinois
$50M +$3.25M +209,698 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$49.2M -$1.89M -121,857 -4%
LSV Asset Management
16
LSV Asset Management
Illinois
$37.9M -$279K -18,000 -0.7%
Morgan Stanley
17
Morgan Stanley
New York
$34M -$4.46M -288,024 -12%
SFM
18
Systematic Financial Management
New Jersey
$33.2M +$985K +63,581 +3%
UBS Group
19
UBS Group
Switzerland
$33M +$24.7M +1,592,700 +286%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.3M -$220K -14,196 -0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$24.9M -$1.84M -118,620 -7%
UBS AM
22
UBS AM
Illinois
$22.8M +$352K +22,692 +2%
Norges Bank
23
Norges Bank
Norway
$21.1M +$8.36M +539,402 +65%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$18.9M -$28.2M -1,819,791 -60%
Ameriprise
25
Ameriprise
Minnesota
$18.9M -$5.94M -383,306 -24%

APLE Hedge Fund Activity: Q4 2024 in Review

340 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2024, worth a combined $3.14B — up 2.5% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new APLE positions and 31 closed out — a net gain of 26 holders — while 133 added to existing stakes and 98 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $27.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $38.2M sold.

  • 340 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2024, up from 317 in Q3 2024.
  • Funds reported $3.14B of Apple Hospitality REIT stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 57 funds opened new Apple Hospitality REIT positions in Q4 2024 and 31 closed out, a net change of +26 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2024 was T. Rowe Price Associates, an estimated $27.3M added.
  • The largest Apple Hospitality REIT seller in Q4 2024 was Centersquare Investment Management, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2024.