Apple Hospitality REIT Inc (APLE) Ownership

16.90 ↓0.01 (-0.06%)
As of December 8, 2023, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Apple Hospitality REIT Inc (APLE), owning a total of 39 million shares. Combined, the top 30 institutional holders of APLE own 85.15% of the company with a total of 194.8 million shares.

In the latest ownership report on September 30th 2023, the top 30 institutional holders increased their combined ownership of APLE by 26.4 million shares. 13 institutions bought 27,897,984 total additional shares and increased their ownership by an average of 21.25%. However 7 institutions sold 1,448,771 total shares and decreased their ownership by an average of 4.47%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Apple Hospitality REIT increased by a net total of 26,449,213 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.060%76.699%39,033,43716,943,0802023-09-30
Vanguard Group Inc15.458%7.528%35,369,9072,476,2412023-09-30
State Street Corporation6.109%30.667%13,978,6693,280,7362023-09-30
T. Rowe Price Investment Management,Inc.3.972%1.352%9,088,598121,2062023-09-30
T. Rowe Price Associates, Inc.3.331%31.567%7,621,5241,828,6432023-09-30
Fuller & Thaler Asset Management Inc3.175%-0.291%7,265,523-21,1982023-09-30
Principal Financial Group Inc3.077%19.948%7,040,5991,170,8652023-09-30
JPMorgan Chase & Co2.711%-2.192%6,202,232-138,9802023-09-30
Victory Capital Management Inc.2.328%0.832%5,325,65243,9202023-09-30
Macquarie Group Ltd2.210%-2.220%5,056,384-114,8192023-09-30
Geode Capital Management, LLC2.124%3.507%4,860,797164,7102023-09-30
Charles Schwab Investment Management Inc1.807%1.115%4,134,02945,5822023-09-30
Nuveen Asset Management, LLC1.712%-19.382%3,918,157-941,9622023-09-30
Ameriprise Financial Inc1.475%17.490%3,375,459502,4722023-09-30
Dimensional Fund Advisors, Inc.1.381%-0.038%3,159,632-1,1942023-09-30
Northern Trust Corp1.364%-5.632%3,120,288-186,2182023-09-30
LSV Asset Management1.267%-1.509%2,898,943-44,4002023-09-30
Bank of New York Mellon Corp1.007%52.727%2,303,878795,3802023-09-30
Legal & General Group PLC0.843%24.694%1,928,229381,8602023-09-30
Systematic Financial Management LP0.831%8.147%1,902,013143,2892023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.060%76.699%39,033,43716,943,0802023-09-30
Vanguard Group Inc15.458%7.528%35,369,9072,476,2412023-09-30
State Street Corporation6.109%30.667%13,978,6693,280,7362023-09-30
T. Rowe Price Investment Management,Inc.3.972%1.352%9,088,598121,2062023-09-30
T. Rowe Price Associates, Inc.3.331%31.567%7,621,5241,828,6432023-09-30
Fuller & Thaler Asset Management Inc3.175%-0.291%7,265,523-21,1982023-09-30
Principal Financial Group Inc3.077%19.948%7,040,5991,170,8652023-09-30
JPMorgan Chase & Co2.711%-2.192%6,202,232-138,9802023-09-30
Victory Capital Management Inc.2.328%0.832%5,325,65243,9202023-09-30
Macquarie Group Ltd2.210%-2.220%5,056,384-114,8192023-09-30
Geode Capital Management, LLC2.124%3.507%4,860,797164,7102023-09-30
Charles Schwab Investment Management Inc1.807%1.115%4,134,02945,5822023-09-30
Deutsche Bank AG1.767%14.365%4,040,823507,5442022-06-30
Nuveen Asset Management, LLC1.712%-19.382%3,918,157-941,9622023-09-30
FMR Inc1.559%23.162%3,567,010670,8182023-03-31
Ameriprise Financial Inc1.475%17.490%3,375,459502,4722023-09-30
Blackstone Inc1.384%0.000%3,169,60002022-12-31
Dimensional Fund Advisors, Inc.1.381%-0.038%3,159,632-1,1942023-09-30
Northern Trust Corp1.364%-5.632%3,120,288-186,2182023-09-30
Citadel Advisors Llc1.267%28.534%2,899,877643,7582023-03-31
LSV Asset Management1.267%-1.509%2,898,943-44,4002023-09-30
HHG PLC1.146%-53.218%2,624,778-2,985,8922022-12-31
Goldman Sachs Group Inc1.087%33.675%2,487,485626,6382023-06-30
NORGES BANK1.030%14.222%2,357,912293,5952022-12-31
CenterSquare Investment Management LLC1.019%4.389%2,331,13598,0162022-09-30
Bank of New York Mellon Corp1.007%52.727%2,303,878795,3802023-09-30
Millennium Management LLC0.885%40.433%2,023,700582,6612023-03-31
Legal & General Group PLC0.843%24.694%1,928,229381,8602023-09-30
Systematic Financial Management LP0.831%8.147%1,902,013143,2892023-09-30
Prudential Financial Inc0.763%-27.794%1,745,315-671,8142023-06-30

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 29 mutual fund holders of APLE own 50.77% of the company with a total of 116.2 million shares.

In the latest ownership report on October 31st 2023, the top 29 fund holders increased their combined ownership of APLE by 63 thousand shares. 5 funds bought 147,498 total additional shares and increased their ownership by an average of 0.95%. However 3 funds sold 84,863 total shares and decreased their ownership by an average of 0.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Apple Hospitality REIT increased by a net total of 62,635 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.214%-0.085%14,218,702-12,0232023-10-31
Vanguard Real Estate Index Investor3.920%-0.647%8,969,282-58,4402023-10-31
Vanguard Total Stock Mkt Idx Inv2.792%0.189%6,389,25012,0572023-10-31
Vanguard Small Cap Index2.322%0.237%5,312,77412,5792023-10-31
iShares Russell 2000 ETF2.178%1.006%4,984,25649,6482023-10-31
Vanguard Small Cap Value Index Inv1.617%-0.388%3,698,933-14,4002023-10-31
Principal Real Estate Securities R51.496%0.000%3,423,34902023-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.296%0.606%2,965,64217,8622023-10-31
T. Rowe Price US Smlr Cm Eq A USD0.912%2.726%2,085,70755,3522023-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.214%-0.085%14,218,702-12,0232023-10-31
Vanguard Real Estate Index Investor3.920%-0.647%8,969,282-58,4402023-10-31
Fuller & Thaler Behavioral Small-Cap Eq2.977%0.000%6,810,64702023-08-31
Fuller & Thaler Behavioral Sm-Cp Eq R62.977%11.538%6,810,647704,4952023-06-30
Vanguard Total Stock Mkt Idx Inv2.792%0.189%6,389,25012,0572023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.776%2.061%6,351,157128,2592023-03-31
Vanguard Small Cap Index2.322%0.237%5,312,77412,5792023-10-31
iShares Russell 2000 ETF2.178%1.006%4,984,25649,6482023-10-31
Victory Small Cap Value CIT (Net 75)1.735%1.327%3,970,00052,0002023-09-30
Victory Sycamore Small Company Opp R1.735%1.327%3,970,00052,0002023-09-30
T. Rowe Price Small-Cap Value1.655%-0.211%3,787,206-8,0002023-09-30
Vanguard Small Cap Value Index Inv1.617%-0.388%3,698,933-14,4002023-10-31
Principal Real Estate Securities R51.496%0.000%3,423,34902023-10-31
Delaware US Small Cap Value Eq SMA1.415%833.806%3,239,7002,892,7652023-06-30
T. Rowe Price Real Assets Tr I-Z1.411%43.712%3,228,000981,8352023-09-30
Delaware Small Cap Value A1.362%-1.220%3,117,000-38,5002023-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.296%0.606%2,965,64217,8622023-10-31
Vanguard Extended Market Index Investor1.269%-0.016%2,902,755-4742023-08-31
T. Rowe Price Real Assets1.212%40.409%2,772,677797,9642023-09-30
JPM US Value Advantage-MA1.005%2,908.640%2,298,6002,222,2002023-09-30
JPMorgan Value Advantage L1.005%-1.799%2,298,600-42,1002023-09-30
T. Rowe Price US Smlr Cm Eq A USD0.912%2.726%2,085,70755,3522023-10-31
Janus Henderson Mid Cap Value L0.905%-5.923%2,076,175-130,7092022-12-31
Fidelity® Small Cap Index0.874%2.900%1,999,25856,3452023-08-31
iShares Russell 2000 Value ETF0.856%-0.644%1,959,047-12,7002023-08-31
T. Rowe Price US Real Estate Equity0.799%-14.010%1,826,904-297,6512022-09-30
T. Rowe Price Real Estate0.799%-14.010%1,826,904-297,6512022-09-30
DFA Real Estate Securities I0.630%1.155%1,445,01916,4942023-02-28
T. Rowe Price U.S. SC Value Eq Tr-Z0.625%2.048%1,430,34228,7082023-03-31

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TFTSeasonOne

$APLE The best investment you can make is an investment in yourself or another person

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