Apple Hospitality REIT Ownership | Who Owns Apple Hospitality REIT?
Apple Hospitality REIT Ownership Summary
Apple Hospitality REIT is owned by 82.70% institutional investors, 7.02% insiders, and 10.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.23% of APLE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.64% of its assets in Apple Hospitality REIT shares.
APLE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apple Hospitality REIT | 82.70% | 7.02% | 10.28% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Hotel & Motel REIT Stocks | 60.22% | 4.36% | 35.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 41.43M | 17.23% | $635.94M |
| Blackrock | 40.69M | 16.79% | $591.63M |
| Vanguard group | 35.38M | 14.71% | $543.15M |
| State street | 13.47M | 5.60% | $208.45M |
| Price t rowe associates inc /md/ | 8.24M | 3.43% | $126.47M |
| Fuller & thaler asset management | 7.14M | 2.97% | $109.54M |
| Victory capital management | 6.77M | 2.81% | $103.88M |
| T. rowe price investment management | 6.32M | 2.63% | $97.02M |
| Geode capital management | 5.71M | 2.38% | $87.70M |
| Macquarie group | 5.33M | 2.22% | $81.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Masterton capital management, lp | 402.03K | 3.50% | $6.17M |
| Cutler capital management | 268.97K | 1.42% | $4.13M |
| Myda advisors | 300.00K | 1.16% | $4.61M |
| Systematic portfolios | 10.38K | 1.05% | $150.93K |
| Sound income strategies | 907.98K | 0.86% | $13.94M |
| Aurora investment counsel | 101.31K | 0.85% | $1.56M |
| Systematic financial management lp | 2.16M | 0.85% | $33.21M |
| Inlet private wealth | 199.68K | 0.81% | $3.07M |
| Cascade investment advisors | 52.64K | 0.52% | $807.99K |
| Pensionfund dsm netherlands | 50.00K | 0.48% | $768.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 40.69M | 0.01% | 1.98M |
| Price t rowe associates inc /md/ | 8.24M | 0.01% | 1.76M |
| Ubs group | 2.15M | 0.01% | 1.59M |
| Norges bank | 1.37M | 0.00% | 1.37M |
| Macquarie group | 5.33M | 0.10% | 479.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | - | - | -2.57M |
| T. rowe price investment management | 6.32M | 0.06% | -2.40M |
| Resolution capital | - | - | -2.09M |
| Balyasny asset management | 1.23M | 0.03% | -1.82M |
| Exoduspoint capital management, lp | - | - | -899.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.37M | 0.00% | 1.37M | $21.10M |
| Susquehanna fundamental investments | 355.11K | 0.08% | 355.11K | $5.45M |
| Raymond james financial | 250.40K | 0.00% | 250.40K | $3.84M |
| Isthmus partners | 199.90K | 0.37% | 199.90K | $3.07M |
| Ifm investors pty | 52.61K | 0.01% | 52.61K | $764.91K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -6.00 |
| Concourse financial group securities | -9.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Advisornet financial | -12.00 |
| Abound wealth management | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 337 | -2.60% | 198,535,677 | -2.76% | 82 | 1.15% | 174 | -6.95% | 104 | 5.05% |
| Dec 31, 2024 | 336 | 5.00% | 203,440,726 | -1.02% | 84 | 1.16% | 180 | 23.29% | 97 | -19.17% |
| Sep 30, 2024 | 315 | -1.56% | 205,452,483 | -1.43% | 85 | 1.15% | 143 | -23.94% | 120 | 31.87% |
| Jun 30, 2024 | 313 | 2.62% | 208,128,966 | 1.51% | 85 | 1.20% | 187 | 30.77% | 88 | -19.27% |
| Mar 31, 2024 | 305 | -2.87% | 205,033,895 | -4.02% | 84 | 0.97% | 143 | -7.14% | 109 | -6.03% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13.43M | 5.64% | -7.23K |
| Vanguard Real Estate Index Investor | 8.55M | 3.60% | -148.20K |
| Vanguard Total Stock Mkt Idx Inv | 6.87M | 2.89% | 14.96K |
| Vanguard US Total Market Shares ETF | 6.90M | 2.88% | 3.39K |
| FullerThaler Behavioral Small-Cap Equity | 6.58M | 2.76% | -146.30K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 6.55M | 2.75% | -28.50K |
| iShares Russell 2000 ETF | 5.97M | 2.51% | 2.92K |
| Vanguard Small Cap Index | 5.42M | 2.28% | 27.22K |
| Victory Sycamore Small Company Opp R | 5.28M | 2.20% | 220.00K |
| Victory Small Cap Value CIT (Net 75) | 5.06M | 2.11% | 100.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 04, 2025 | Hugh Redd | - | Buy | $11.57K |
| May 09, 2025 | Perkins Elizabeth | SVP & Chief Financial Officer | Buy | $24.61K |
| May 08, 2025 | Labrecque Rachel | SVP & Chief Accounting Officer | Buy | $11.45K |
| May 06, 2025 | KNIGHT GLADE M | Executive Chairman | Buy | $114.30K |
| May 06, 2025 | Hugh Redd | - | Buy | $11.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 6 | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 3 | - |
APLE Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools