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Apple Hospitality REIT

338 hedge funds and large institutions have $2.59B invested in Apple Hospitality REIT in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 340338 (-2)

5% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $7.72M

1.5% less ownership

Funds ownership: 85.27%83.76% (-1.5%)

17% less capital invested

Capital invested by funds: $3.14B → $2.59B (-$547M)

Holders
338
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
133
Reduced
104
Closed
44
Calls
$7.33M
Puts
$7.72M
Net Calls
-$386K
Net Calls Change
-$3.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$524M -$11.9M -817,601 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$451M -$6.43M -439,649 -1%
State Street
3
State Street
Massachusetts
$171M -$4.07M -278,245 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$95.6M +$9.26M +633,688 +9%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$91.2M -$991K -67,795 -1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$82.6M +$1.18M +80,591 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.7M +$2.25M +153,790 +3%
Macquarie Group
8
Macquarie Group
Australia
$66M -$3.19M -218,148 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$61.2M -$51.2M -3,501,396 -42%
Charles Schwab
10
Charles Schwab
California
$58.2M -$1.15M -78,621 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$50M -$19.6M -1,338,138 -26%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$42.8M +$1.59M +108,535 +3%
Northern Trust
13
Northern Trust
Illinois
$41.4M -$764K -52,296 -2%
N
14
Nuveen
North Carolina
$40.8M -$10.1M -692,481 -18%
Goldman Sachs
15
Goldman Sachs
New York
$39.5M -$14.2M -974,462 -24%
UBS Group
16
UBS Group
Switzerland
$35.9M +$9.2M +629,275 +29%
LSV Asset Management
17
LSV Asset Management
Illinois
$32.5M +$771K +52,734 +2%
Morgan Stanley
18
Morgan Stanley
New York
$31M +$2.7M +184,721 +8%
SFM
19
Systematic Financial Management
New Jersey
$28.1M +$241K +16,456 +0.8%
Legal & General Group
20
Legal & General Group
United Kingdom
$21.1M +$206K +14,068 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.5M -$920K -62,932 -4%
Norges Bank
22
Norges Bank
Norway
$18.9M +$1.27M +86,794 +6%
Allianz Asset Management
23
Allianz Asset Management
Germany
$18.8M +$7.91M +540,957 +59%
Ameriprise
24
Ameriprise
Minnesota
$18.2M +$2.58M +176,384 +14%
Bank of America
25
Bank of America
North Carolina
$17.2M +$8.77M +600,160 +82%

APLE Hedge Fund Activity: Q1 2025 in Review

338 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2025, worth a combined $2.59B — down 17% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APLE positions and 44 closed out — a net gain of 1 holder — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Gillson Capital, opening a new position worth an estimated $18.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $51.2M.

  • 338 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2025, down from 340 in Q4 2024.
  • Funds reported $2.59B of Apple Hospitality REIT stock for Q1 2025, down 17% quarter-over-quarter.
  • 45 funds opened new Apple Hospitality REIT positions in Q1 2025 and 44 closed out, a net change of +1 holder.
  • The largest Apple Hospitality REIT buyer in Q1 2025 was Gillson Capital, an estimated $18.8M added.
  • The largest Apple Hospitality REIT seller in Q1 2025 was T. Rowe Price Associates, an estimated $51.2M sold.

Based on aggregated 13F filings for Q1 2025.