Apple Hospitality REIT Inc (APLE) Ownership

13.51 ↓0.09 (-0.66%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Apple Hospitality REIT Inc (APLE), owning a total of 41.4 million shares. Combined, the top 35 institutional holders of APLE own 91.28% of the company with a total of 218.3 million shares.

In the latest ownership report on December 31st 2024, the top 35 institutional holders decreased their combined ownership of APLE by 4.4 million shares. 9 institutions bought 5,070,726 total additional shares and increased their ownership by an average of 37.87%. However 11 institutions sold 9,439,382 total shares and decreased their ownership by an average of 10.5%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Apple Hospitality REIT decreased by a net total of -4,368,656 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.279%	1.026%	41,429,558	420,694	2024-12-31
Vanguard Group Inc	14.758%	-1.093%	35,384,327	-391,161	2024-12-31
State Street Corp	5.616%	2.899%	13,466,102	379,361	2024-12-31
T. Rowe Price Associates, Inc.	3.436%	27.204%	8,239,061	1,761,996	2024-12-31
Fuller & Thaler Asset Management Inc	2.976%	-1.727%	7,135,934	-125,390	2024-12-31
Victory Capital Management Inc.	2.823%	0.442%	6,767,740	29,781	2024-12-31
T. Rowe Price Investment Management,Inc.	2.636%	-27.559%	6,320,414	-2,404,480	2024-12-31
Geode Capital Management, LLC	2.383%	-0.849%	5,712,461	-48,903	2024-12-31
Macquarie Group Ltd	2.225%	9.876%	5,333,583	479,410	2024-12-31
JPMorgan Chase & Co	2.172%	-50.333%	5,208,647	-5,278,503	2024-12-31
Charles Schwab Investment Management Inc	1.915%	2.995%	4,590,568	133,505	2024-12-31
Goldman Sachs Group Inc	1.681%	-10.263%	4,031,415	-461,044	2024-12-31
Nuveen Asset Management, LLC	1.608%	-6.946%	3,855,989	-287,824	2024-12-31
Northern Trust Corp	1.359%	6.876%	3,259,501	209,698	2024-12-31
Dimensional Fund Advisors, Inc.	1.337%	-3.661%	3,206,802	-121,857	2024-12-31
LSV Asset Management	1.029%	-0.725%	2,466,543	-18,000	2024-12-31
Morgan Stanley - Brokerage Accounts	0.923%	-11.518%	2,212,705	-288,024	2024-12-31
Systematic Financial Management LP	0.902%	3.028%	2,163,458	63,581	2024-12-31
UBS Group AG	0.896%	286.475%	2,148,665	1,592,700	2024-12-31
Bank of New York Mellon Corp	0.688%	-0.853%	1,650,299	-14,196	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.279%	1.026%	41,429,558	420,694	2024-12-31
Vanguard Group Inc	14.758%	-1.093%	35,384,327	-391,161	2024-12-31
State Street Corp	5.616%	2.899%	13,466,102	379,361	2024-12-31
State Street Corporation	5.286%	-8.006%	12,725,492	-1,107,524	2024-03-31
T. Rowe Price Associates, Inc.	3.436%	27.204%	8,239,061	1,761,996	2024-12-31
Principal Financial Group Inc	3.012%	3.504%	7,298,700	247,110	2024-03-31
Fuller & Thaler Asset Management Inc	2.976%	-1.727%	7,135,934	-125,390	2024-12-31
Victory Capital Management Inc.	2.823%	0.442%	6,767,740	29,781	2024-12-31
T. Rowe Price Investment Management,Inc.	2.636%	-27.559%	6,320,414	-2,404,480	2024-12-31
Geode Capital Management, LLC	2.383%	-0.849%	5,712,461	-48,903	2024-12-31
Macquarie Group Ltd	2.225%	9.876%	5,333,583	479,410	2024-12-31
JPMorgan Chase & Co	2.172%	-50.333%	5,208,647	-5,278,503	2024-12-31
Charles Schwab Investment Management Inc	1.915%	2.995%	4,590,568	133,505	2024-12-31
Deutsche Bank AG	1.767%	14.365%	4,040,823	507,544	2022-06-30
Goldman Sachs Group Inc	1.681%	-10.263%	4,031,415	-461,044	2024-12-31
Nuveen Asset Management, LLC	1.608%	-6.946%	3,855,989	-287,824	2024-12-31
Ameriprise Financial Inc	1.398%	17.490%	3,375,459	502,472	2023-09-30
Northern Trust Corp	1.359%	6.876%	3,259,501	209,698	2024-12-31
Dimensional Fund Advisors, Inc.	1.337%	-3.661%	3,206,802	-121,857	2024-12-31
Blackstone Inc	1.384%	0.000%	3,169,600	0	2022-12-31
Balyasny Asset Management LLC	1.272%	14.643%	3,050,737	389,667	2024-09-30
Citadel Advisors Llc	1.267%	28.534%	2,899,877	643,758	2023-03-31
HHG PLC	1.146%	-53.218%	2,624,778	-2,985,892	2022-12-31
CenterSquare Investment Management LLC	1.072%	0.000%	2,571,126	2,571,126	2024-09-30
LSV Asset Management	1.029%	-0.725%	2,466,543	-18,000	2024-12-31
Morgan Stanley - Brokerage Accounts	0.923%	-11.518%	2,212,705	-288,024	2024-12-31
NORGES BANK	0.901%	-7.418%	2,183,010	-174,902	2023-12-31
Systematic Financial Management LP	0.902%	3.028%	2,163,458	63,581	2024-12-31
UBS Group AG	0.896%	286.475%	2,148,665	1,592,700	2024-12-31
Resolution Capital Limited	0.867%	3.092%	2,087,396	62,600	2024-03-31
Millennium Management LLC	0.885%	40.433%	2,023,700	582,661	2023-03-31
FMR Inc	0.820%	-8.147%	1,968,001	-174,553	2024-06-30
Legal & General Group PLC	0.801%	-3.509%	1,920,586	-69,839	2024-06-30
Prudential Financial Inc	0.763%	-27.794%	1,745,315	-671,814	2023-06-30
Bank of New York Mellon Corp	0.688%	-0.853%	1,650,299	-14,196	2024-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Apple Hospitality REIT Inc (APLE), owning a total of 14.2 million shares. Combined, the top 36 mutual fund holders of APLE own 61.92% of the company with a total of 146.7 million shares.

In the latest ownership report on February 27th 2025, the top 36 fund holders increased their combined ownership of APLE by 3 thousand shares. 1 funds bought 1,064 total additional shares and increased their ownership by an average of 0.01%. However 1 funds sold 3,856 total shares and decreased their ownership by an average of 0.06%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Apple Hospitality REIT decreased by a net total of -2,792 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.933%	0.008%	14,225,002	1,064	2025-02-27
iShares Russell 2000 ETF	2.526%	-0.064%	6,057,476	-3,856	2025-02-27
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.828%	0.000%	1,984,916	0	2025-02-27

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.933%	0.008%	14,225,002	1,064	2025-02-27
Vanguard Real Estate Index Investor	3.690%	0.344%	8,846,356	30,308	2025-01-31
Vanguard Total Stock Mkt Idx Inv	2.852%	0.181%	6,838,597	12,362	2025-01-31
Fuller & Thaler Behavioral Sm-Cp Eq R6	2.977%	0.000%	6,810,647	0	2023-09-30
Fuller & Thaler Behavioral Small-Cap Eq	2.977%	0.000%	6,810,647	0	2023-11-30
FullerThaler Behavioral Sm-Cp Eq R6	2.806%	-0.714%	6,728,847	-48,400	2024-09-30
FullerThaler Behavioral Small-Cap Equity	2.806%	-0.714%	6,728,847	-48,400	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.776%	2.061%	6,351,157	128,259	2023-03-31
iShares Russell 2000 ETF	2.526%	-0.064%	6,057,476	-3,856	2025-02-27
Vanguard Small Cap Index	2.297%	0.179%	5,508,555	9,814	2025-01-31
Victory Sycamore Small Company Opp R	2.110%	2.016%	5,060,000	100,000	2024-12-31
Victory Small Cap Value CIT (Net 75)	2.109%	2.016%	5,060,000	100,000	2024-12-31
T. Rowe Price Real Assets Tr I-Z	1.804%	42.162%	4,324,565	1,282,568	2024-12-31
Vanguard Small Cap Value Index Inv	1.520%	-0.187%	3,643,695	-6,842	2025-01-31
Principal Real Estate Securities R5	1.441%	0.000%	3,490,969	0	2024-04-30
T. Rowe Price Small-Cap Value	1.444%	0.000%	3,461,028	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.402%	-0.555%	3,362,465	-18,760	2025-01-31
Delaware Small Cap Value A	1.368%	21.858%	3,281,450	588,600	2024-10-31
Macquarie Small Cap Value A	1.352%	-0.808%	3,241,450	-26,400	2024-12-31
Delaware US Small Cap Value Eq SMA	1.415%	833.806%	3,239,700	2,892,765	2023-06-30
T. Rowe Price Real Assets	1.224%	2.708%	2,934,828	77,376	2024-12-31
Vanguard Extended Market Index Investor	1.269%	-0.016%	2,902,755	-474	2023-08-31
Fidelity Small Cap Index	0.977%	-1.350%	2,341,239	-32,042	2024-11-30
JPM US Value Advantage-MA	1.005%	2,908.640%	2,298,600	2,222,200	2023-09-30
iShares S&P Small-Cap 600 Growth ETF	0.914%	0.000%	2,192,447	0	2024-11-30
JPMorgan Value Advantage L	0.909%	0.000%	2,179,633	0	2025-01-31
iShares Russell 2000 Value ETF	0.893%	-0.204%	2,141,825	-4,386	2025-02-26
Janus Henderson Mid Cap Value L	0.905%	-5.923%	2,076,175	-130,709	2022-12-31
Fidelity® Small Cap Index	0.891%	1.967%	2,038,592	39,334	2023-09-30
T. Rowe Price US Smlr Cm Eq A USD	0.836%	0.000%	2,005,492	0	2024-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.828%	0.000%	1,984,916	0	2025-02-27
T. Rowe Price U.S. SC Value Eq Tr-Z	0.802%	4.537%	1,923,734	83,497	2024-12-31
T. Rowe Price US Real Estate Equity	0.799%	-14.010%	1,826,904	-297,651	2022-09-30
T. Rowe Price Real Estate	0.799%	-14.010%	1,826,904	-297,651	2022-09-30
Vanguard Tax-Managed Small Cap Adm	0.636%	0.000%	1,525,793	0	2025-01-31
DFA Real Estate Securities I	0.630%	1.155%	1,445,019	16,494	2023-02-28