Who owns Apple Hospitality REIT (APLE)
Which tracked institutional funds hold APLE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APLE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on APLE is one-sided between 2026-Q1 and 2026-Q2: 138 added or opened and 46 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
APLE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APLE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 335 tracked filers holding APLE, 193 increased or opened the position and 174 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in APLE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Woodline Partners LP$25M
- Jain Global LLC$16M
- Beck Bode, LLC$7M
- Columbus Macro, LLC$6M
- JUPITER ASSET MANAGEMENT LTD$4M
- Dockside LLC$3M
Full exits 34
- Centerbridge Partners, L.P.$49M
- LSV ASSET MANAGEMENT$30M
- RUSH ISLAND MANAGEMENT, LP$17M
- SG Americas Securities, LLC$8M
- Masterton Capital Management, LP$8M
- CSM Advisors, LLC$7M
Largest adds
- BlackRock, Inc.$377M
- VANGUARD PORTFOLIO MANAGEMENT LLC$129M
- GOLDMAN SACHS GROUP INC$72M
- STATE STREET CORP$66M
- CITADEL ADVISORS LLC$54M
- FULLER & THALER ASSET MANAGEMENT, INC.$54M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$53M
- NORGES BANK$13M
- UBS Group AG$5M
- WATERFALL ASSET MANAGEMENT, LLC$4M
- BARCLAYS PLC$3M
- WOLVERINE ASSET MANAGEMENT LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 39,725,711 | $668M | 20.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 22,772,352 | $383M | 11.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 12,691,309 | $214M | 6.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,619,315 | $162M | 5.0% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 8,295,354 | $139M | 4.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,804,987 | $131M | 4.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 7,364,031 | $124M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,499,403 | $109M | 3.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,007,742 | $84M | 2.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 4,226,690 | $71M | 2.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,524,635 | $59M | 1.8% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 3,477,868 | $58M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,086,223 | $52M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 3,030,033 | $51M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 3,012,953 | $51M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,935,844 | $49M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 2,393,484 | $40M | 1.3% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 2,136,387 | $36M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,969,774 | $33M | 1.0% | 2026-Q2 |
| Invesco Ltd. added | 1,962,259 | $33M | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,870,328 | $31M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,592,719 | $27M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,462,672 | $25M | 0.8% | 2026-Q2 |
| Woodline Partners LP added | 1,459,400 | $25M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,455,273 | $24M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,410,379 | $24M | 0.7% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,300,000 | $22M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,187,219 | $20M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,061,064 | $18M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 990,486 | $17M | 0.5% | 2026-Q2 |
| Jain Global LLC added | 972,399 | $16M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 880,343 | $15M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 871,942 | $15M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 819,749 | $14M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 759,363 | $13M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 733,013 | $12M | 0.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 729,130 | $12M | 0.4% | 2026-Q2 |
| STRS OHIO trimmed | 659,534 | $11M | 0.3% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 652,475 | $11M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 641,107 | $11M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 602,397 | $10M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 600,573 | $10M | 0.3% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 555,557 | $9M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 544,670 | $9M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 509,502 | $9M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 474,072 | $8M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 462,922 | $8M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 455,099 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 449,310 | $8M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 446,130 | $7M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 429,172 | $7M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 421,833 | $7M | 0.2% | 2026-Q2 |
| Beck Bode, LLC new | 392,676 | $7M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 388,231 | $7M | 0.2% | 2026-Q2 |
| Columbus Macro, LLC new | 385,846 | $6M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 380,339 | $6M | 0.2% | 2026-Q2 |
| WATERFALL ASSET MANAGEMENT, LLC trimmed | 375,944 | $6M | 0.2% | 2026-Q2 |
| Nokomis Capital, L.L.C. trimmed | 371,727 | $6M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 369,176 | $6M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 362,112 | $6M | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 361,721 | $6M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 356,100 | $6M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 343,488 | $6M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 340,894 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 339,638 | $6M | 0.2% | 2026-Q2 |
| NORGES BANK trimmed | 330,400 | $6M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 314,725 | $4M | 0.1% | 2026-Q2 |
| Cutler Capital Management, LLC added | 300,869 | $5M | 0.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 265,645 | $4M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 261,842 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 259,973 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 255,386 | $4M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 252,554 | $4M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 250,768 | $4M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 247,623 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 245,179 | $4M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 240,244 | $4M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 235,306 | $4M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 235,100 | $4M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 233,022 | $4M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 227,415 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 212,273 | $4M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 207,067 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 201,949 | $3M | 0.1% | 2026-Q2 |
| Dakota Wealth Management trimmed | 194,570 | $3M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 188,926 | $3M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 174,378 | $3M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 172,306 | $3M | 0.1% | 2026-Q2 |
| Dockside LLC new | 171,116 | $3M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 167,279 | $3M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 164,946 | $3M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC new | 150,856 | $3M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 142,884 | $2M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 134,886 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 134,172 | $2M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 126,357 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 122,182 | $2M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 118,809 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 116,921 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 109,669 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.