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Apple Hospitality REIT

345 hedge funds and large institutions have $2.37B invested in Apple Hospitality REIT in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 152 increasing their positions, 99 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

54% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 99

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

2% more funds holding

Funds holding: 338345 (+7)

1.11% more ownership

Funds ownership: 83.76%84.87% (+1.1%)

9% less capital invested

Capital invested by funds: $2.59B → $2.37B (-$223M)

43% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $8.77M

Holders
345
Holders Change
+7
Holders Change %
+2.07%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
152
Reduced
99
Closed
44
Calls
$4.96M
Puts
$8.77M
Net Calls
-$3.81M
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$455M -$19M -1,618,374 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$399M -$8.85M -754,538 -2%
State Street
3
State Street
Massachusetts
$152M -$2.87M -244,554 -2%
Victory Capital Management
4
Victory Capital Management
Texas
$84.6M -$1.78M -151,417 -2%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$82.4M -$60.2K -5,132 -0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$68M -$486K -41,400 -0.7%
Macquarie Group
7
Macquarie Group
Australia
$60.1M +$370K +31,499 +0.6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$57.9M +$2.62M +223,567 +5%
Charles Schwab
9
Charles Schwab
California
$53.2M +$505K +43,072 +1%
Northern Trust
10
Northern Trust
Illinois
$45.8M +$8.43M +718,510 +22%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$36.1M -$2.63M -224,508 -7%
JP Morgan Chase
12
JP Morgan Chase
New York
$35.2M -$10.1M -856,700 -22%
Goldman Sachs
13
Goldman Sachs
New York
$34.1M -$1.6M -136,655 -4%
LSV Asset Management
14
LSV Asset Management
Illinois
$32M +$2.6M +221,976 +9%
Morgan Stanley
15
Morgan Stanley
New York
$30.1M +$2.13M +181,458 +8%
N
16
Nuveen
North Carolina
$26.6M -$10.4M -882,429 -28%
SFM
17
Systematic Financial Management
New Jersey
$26.3M +$887K +75,638 +3%
Bank of America
18
Bank of America
North Carolina
$22.2M +$6.68M +569,109 +43%
CP
19
Centerbridge Partners
New York
$22.1M +$22.3M +1,897,785 New
UBS AM
20
UBS AM
Illinois
$20.6M +$17.7M +1,505,034 +580%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$20.3M +$1.78M +151,621 +10%
Legal & General Group
22
Legal & General Group
United Kingdom
$18.9M -$189K -16,098 -1%
MCM
23
Masterton Capital Management
New York
$18.4M -$5.91M -503,580 -72%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$18.4M +$18.5M +1,578,786 New
Invesco
25
Invesco
Georgia
$18.2M +$3.42M +291,431 +23%

APLE Hedge Fund Activity: Q2 2025 in Review

345 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2025, worth a combined $2.37B — down 8.6% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APLE positions and 44 closed out — a net gain of 11 holders — while 152 added to existing stakes and 99 trimmed.

The largest buyer was Centerbridge Partners, opening a new position worth an estimated $22.3M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $82.6M sold.

  • 345 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2025, up from 338 in Q1 2025.
  • Funds reported $2.37B of Apple Hospitality REIT stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 55 funds opened new Apple Hospitality REIT positions in Q2 2025 and 44 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2025 was Centerbridge Partners, an estimated $22.3M added.
  • The largest Apple Hospitality REIT seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $82.6M sold.

Based on aggregated 13F filings for Q2 2025.