Apple Hospitality REIT (APLE) Institutional Ownership

$14.61
-0.11 (-0.75%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Apple Hospitality REIT (NYSE:APLE)

Current
Institutional Ownership
Percentage
89.66%
Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$328.48M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$165.52M
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APLE Institutional Buying and Selling by Quarter

Apple Hospitality REIT Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Walleye Trading LLC10,233$168K0.0%N/A0.004%
5/17/2024 Tidal Investments LLC11,990$196K0.0%-11.8%0.005%
5/16/2024 California State Teachers Retirement System217,129$3.56M0.0%-5.7%0.090%
5/16/2024 B. Riley Wealth Advisors Inc.28,803$444K0.0%-2.9%0.012%
5/16/2024 Kennedy Capital Management LLC638,365$10.46M0.2%-5.4%0.263%
5/15/2024 Public Employees Retirement System of Ohio308,110$5.05M0.0%-0.5%0.127%
5/15/2024 Price T Rowe Associates Inc. MD7,398,673$121.19M0.0%+3.5%3.053%
5/15/2024 Lazard Asset Management LLC6,605$108K0.0%-20.8%0.003%
5/14/2024 Westwood Holdings Group Inc.38,414$629K0.0%+51.2%0.016%
5/14/2024 Sheaff Brock Investment Advisors LLC41,102$673K0.0%-45.1%0.017%
5/14/2024 Natixis81,100$1.33M0.0%N/A0.033%
5/14/2024 CANADA LIFE ASSURANCE Co447,979$7.34M0.0%+5.5%0.185%
5/14/2024 American International Group Inc.116,218$1.90M0.0%-0.9%0.048%
5/13/2024 UniSuper Management Pty Ltd112,743$1.85M0.0%+85.7%0.047%
5/13/2024 O Shaughnessy Asset Management LLC31,297$513K0.0%-9.3%0.013%
5/13/2024 Ameritas Investment Partners Inc.21,521$353K0.0%-3.7%0.009%
5/11/2024 Covestor Ltd4,314$71K0.0%+115.6%0.002%
5/11/2024 Edgestream Partners L.P.127,525$2.09M0.1%N/A0.053%
5/10/2024 Vanguard Group Inc.35,555,550$582.40M0.0%+3.5%14.671%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp15,027$245K0.0%-5.1%0.006%
5/9/2024 Foundry Partners LLC347,717$5.70M0.3%+11.3%0.143%
5/9/2024 State Board of Administration of Florida Retirement System63,506$986K0.0%+1.7%0.026%
5/8/2024 Entropy Technologies LP20,623$338K0.0%N/A0.009%
5/8/2024 ProShare Advisors LLC43,425$711K0.0%+7.4%0.018%
5/8/2024 Russell Investments Group Ltd.187,613$3.07M0.0%+16.9%0.077%
5/8/2024 QRG Capital Management Inc.100,902$1.65M0.0%+7.6%0.042%
5/8/2024 Inspire Advisors LLC12,380$203K0.0%+13.9%0.005%
5/7/2024 Sei Investments Co.230,651$3.78M0.0%-2.6%0.095%
5/7/2024Susquehanna Fundamental Investments LLC16,955$278K0.0%N/A0.007%
5/7/2024 Illinois Municipal Retirement Fund117,823$1.93M0.0%-6.0%0.049%
5/7/2024 SG Americas Securities LLC28,322$464K0.0%+196.2%0.012%
5/6/2024 LSV Asset Management2,518,743$41.26M0.1%-8.7%1.039%
5/6/2024 Texas Permanent School Fund Corp186,232$3.05M0.0%+1.3%0.077%
5/3/2024 Central Pacific Bank Trust Division8,260$135K0.0%N/A0.003%
5/2/2024 Daiwa Securities Group Inc.69,089$1.13M0.0%+6.9%0.029%
5/1/2024 BNP Paribas Financial Markets108,191$1.77M0.0%+27.2%0.045%
5/1/2024 Mirae Asset Global Investments Co. Ltd.101,083$1.66M0.0%-3.1%0.042%
4/30/2024 Fortis Group Advisors LLC4,349$71K0.0%+45.6%0.002%
4/29/2024 Principal Financial Group Inc.7,298,700$119.55M0.1%+3.5%3.012%
4/29/2024 Meritage Portfolio Management338,167$5.54M0.4%+28.3%0.140%
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4/26/2024 Yousif Capital Management LLC96,748$1.59M0.0%-10.6%0.040%
4/26/2024 YHB Investment Advisors Inc.2,278$37K0.0%N/A0.001%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.166,637$2.73M0.2%+2.5%0.069%
4/25/2024 New York State Teachers Retirement System116,965$1.92M0.0%+7.3%0.048%
4/25/2024 Inlet Private Wealth LLC190,575$3.12M0.9%+1.3%0.079%
4/24/2024 Dakota Wealth Management280,386$4.59M0.1%-8.6%0.116%
4/23/2024 Louisiana State Employees Retirement System105,400$1.73M0.0%-1.0%0.043%
4/22/2024 PFG Investments LLC12,775$209K0.0%N/A0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.239,342$3.92M0.0%-4.5%0.099%
4/18/2024 AlphaMark Advisors LLC18,331$300K0.1%+13.4%0.008%
4/18/2024 Oliver Luxxe Assets LLC67,306$1.10M0.2%N/A0.028%
4/15/2024 Sound Income Strategies LLC617,922$10.12M0.8%+13.6%0.255%
4/13/2024 Community Bank of Raymore12,500$205K0.1%-81.6%0.005%
4/11/2024 Congress Asset Management Co. MA393,772$6.45M0.0%+0.9%0.163%
3/25/2024 Quadrature Capital Ltd26,726$444K0.0%+150.8%0.011%
3/22/2024 PNC Financial Services Group Inc.26,598$442K0.0%+5.4%0.011%
3/15/2024 B. Riley Wealth Advisors Inc.29,662$497K0.0%+3.0%0.012%
3/11/2024 Vanguard Group Inc.34,338,408$570.36M0.0%-2.9%14.217%
3/5/2024 Greenwood Capital Associates LLC35,113$583K0.1%-3.0%0.015%
3/4/2024 Congress Asset Management Co. MA390,081$6.48M0.1%-3.4%0.162%
3/4/2024 Fortis Group Advisors LLC2,986$50K0.0%+100.0%0.001%
3/1/2024 Goldman Sachs Group Inc.2,105,783$34.98M0.0%+47.6%0.872%
2/28/2024 American International Group Inc.117,253$1.95M0.0%-0.8%0.049%
2/26/2024Teachers Retirement System of The State of Kentucky65,000$1.08M0.0%+13.2%0.027%
2/26/2024Neo Ivy Capital Management9,287$154K0.3%N/A0.004%
2/16/2024 Price T Rowe Associates Inc. MD7,145,591$118.69M0.0%-6.2%3.123%
2/14/2024 Westwood Holdings Group Inc.25,414$422K0.0%-94.8%0.011%
2/14/2024 Cutler Capital Management LLC133,063$2.21M0.9%+20.2%0.058%
2/13/2024 Hudson Edge Investment Partners Inc.25,807$429K0.1%-3.2%0.011%
2/13/2024 Campbell & CO Investment Adviser LLC34,931$580K0.1%-44.5%0.015%
2/12/2024 Eagle Asset Management Inc.457,351$7.60M0.0%-3.8%0.200%
2/12/2024 Allianz Asset Management GmbH323,217$5.37M0.0%-32.5%0.141%
2/12/2024 United Services Automobile Association14,314$238K0.0%N/A0.006%
2/12/2024 Hsbc Holdings PLC121,416$2.02M0.0%+14.8%0.053%
2/9/2024 Nomura Asset Management Co. Ltd.241,400$4.01M0.0%+2.9%0.106%
2/9/2024 Orion Portfolio Solutions LLC54,430$924K0.0%-6.1%0.024%
2/9/2024 Assetmark Inc.28,896$480K0.0%N/A0.013%
2/9/2024 PNC Financial Services Group Inc.26,598$442K0.0%+5.4%0.012%
2/9/2024 Norges Bank2,183,010$36.26M0.0%N/A0.954%
2/8/2024 Sheaff Brock Investment Advisors LLC74,815$1.24M0.1%N/A0.033%
2/8/2024 Great Lakes Advisors LLC282,729$4.70M0.0%-54.4%0.124%
2/8/2024 Quadrant Capital Group LLC9,705$161K0.0%+40.3%0.004%
2/8/2024 Apexium Financial LP28,000$465K0.0%N/A0.012%
2/8/2024 Inceptionr LLC22,674$377K0.3%N/A0.010%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.131,720$2.21M0.0%+4.7%0.058%
2/7/2024 Principal Financial Group Inc.7,051,590$117.13M0.1%+0.2%3.082%
2/7/2024 Dimensional Fund Advisors LP3,039,642$50.49M0.0%-3.8%1.328%
2/7/2024 QRG Capital Management Inc.93,782$1.56M0.0%+13.6%0.041%
2/7/2024 Jump Financial LLC12,800$213K0.0%-90.2%0.006%
2/7/2024 BNP Paribas Financial Markets85,064$1.41M0.0%-34.9%0.037%
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2/7/2024 Teacher Retirement System of Texas77,494$1.29M0.0%-50.9%0.034%
2/7/2024 Principal Securities Inc.1,570$26K0.0%N/A0.001%
2/7/2024 Pettee Investors Inc.17,000$282K0.1%N/A0.007%
2/6/2024 EdgeRock Capital LLC1,661$27K0.0%N/A0.001%
2/6/2024 Charles Schwab Investment Management Inc.4,108,317$68.24M0.0%-0.6%1.796%
2/6/2024 Maryland State Retirement & Pension System77,337$1.29M0.0%-1.3%0.034%
2/6/2024 Private Advisor Group LLC20,121$334K0.0%-71.8%0.009%
2/6/2024 Metis Global Partners LLC14,406$239K0.0%+15.4%0.006%
2/6/2024 LSV Asset Management2,757,443$45.80M0.1%-4.9%1.205%
2/6/2024 Amalgamated Bank79,699$1.32M0.0%-4.3%0.035%
(Data available from 1/1/2016 forward)

APLE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of APLE shares?

During the previous two years, 284 institutional investors and hedge funds held shares of Apple Hospitality REIT. The most heavily invested institutionals were Vanguard Group Inc. ($582.40M), BlackRock Inc. ($273.18M), Price T Rowe Associates Inc. MD ($121.19M), Principal Financial Group Inc. ($119.55M), Fuller & Thaler Asset Management Inc. ($111.45M), JPMorgan Chase & Co. ($95.82M), and Victory Capital Management Inc. ($86.88M).Learn more on APLE's institutional investors.

What percentage of Apple Hospitality REIT stock is owned by institutional investors?

89.66% of Apple Hospitality REIT stock is owned by institutional investors. Learn more on APLE's institutional investor holdings.

Which institutional investors have been buying Apple Hospitality REIT stock?

Of the 241 institutional investors that purchased Apple Hospitality REIT stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($3.69M), FMR LLC ($3.40M), Norges Bank ($2.18M), Principal Financial Group Inc. ($2.08M), LSV Asset Management ($1.65M), Victory Capital Management Inc. ($1.03M), and Price T Rowe Associates Inc. MD ($971.38K).

How much institutional buying is happening at Apple Hospitality REIT?

Institutional investors have bought a total of 37,468,412 shares in the last 24 months. This purchase volume represents approximately $571.19M in transactions.

Which Apple Hospitality REIT major shareholders have been selling company stock?

Of the 157 institutional investors that sold Apple Hospitality REIT stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($8.76M), Victory Capital Management Inc. ($5.61M), Russell Investments Group Ltd. ($3.62M), Centersquare Investment Management LLC ($2.27M), Principal Financial Group Inc. ($1.64M), Blackstone Inc. ($1.17M), and Vanguard Group Inc. ($1.03M).

How much institutional selling is happening at Apple Hospitality REIT?

Institutional investors have sold a total of 36,308,916 shares in the last 24 months. This volume of shares sold represents approximately $544.38M in transactions.


This page (NYSE:APLE) was last updated on 5/19/2024 by MarketBeat.com Staff

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