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$16.59$3.9B
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HomeStocksAPLEInstitutional Holders

APLE logoApple Hospitality REIT, Inc. (APLE) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership decreased this quarter (-0.53 pp), while top 10 holders maintain a highly concentrated 63.1% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
57.2%$2.2B total value · ▼ 0.53 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
46 / 100
Neutral
Institutions & Flow340 holders+10 net flow (+50 / -40)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+10)
  • Citadel Advisors Llc maintains a significant position
  • Top 10 holders control 63.1% of institutional value
  • No Insider Signal

Top Institutional Holders of APLE

Ranked by reported Q1 2026 13F market value

Top 10 Holders
63.1%
Top 25 Holders
82.7%

Share of total reported institutional value in APLE held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.39.9M$459.5M+1.1%16.910%0.01%
2VANGUARD PORTFOLIO MANAGEMENT LLC22.1M$253.9M—9.346%0.01%
3STATE STREET CORP12.8M$148.0M-1.5%5.411%0.01%
4VANGUARD CAPITAL MANAGEMENT LLC9.6M$110.7M—4.074%0.00%
5FULLER & THALER ASSET MANAGEMENT, INC.7.4M$85.2M+4.2%3.137%0.29%
6CITADEL ADVISORS LLC6.3M$72.0M+1054.6%2.651%0.03%
7GEODE CAPITAL MANAGEMENT, LLC6.2M$71.6M+2.3%2.636%0.00%
8VICTORY CAPITAL MANAGEMENT INC5.7M$65.3M-8.1%2.404%0.04%
9GOLDMAN SACHS GROUP INC5.2M$59.4M-2.5%2.185%0.01%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC4.9M$56.5M+4.1%2.079%0.01%
11UBS Group AG4.9M$56.1M+3.2%2.063%0.01%
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.4.4M$50.7M-2.2%1.864%0.09%
13Centerbridge Partners, L.P.4.2M$48.7M0.0%1.792%79.71%
14DIMENSIONAL FUND ADVISORS LP3.3M$37.5M+1.8%1.379%0.01%
15NORTHERN TRUST CORP2.9M$33.5M+2.3%1.231%0.00%
16MORGAN STANLEY2.6M$30.0M-11.3%1.104%0.00%
17SYSTEMATIC FINANCIAL MANAGEMENT LP2.2M$25.4M-2.4%0.936%0.58%
18BANK OF AMERICA CORP /DE/2.0M$23.6M+6.0%0.868%0.00%
19Invesco Ltd.1.8M$20.3M+3.7%0.746%0.00%
20ADAGE CAPITAL PARTNERS GP, L.L.C.1.6M$18.4M—0.678%0.03%
21Bank of New York Mellon Corp1.5M$17.7M-4.1%0.650%0.00%
22Legal & General Group Plc1.5M$17.4M-7.0%0.639%0.00%
23NORTHWOOD LIQUID MANAGEMENT LP1.5M$17.1M—0.631%1.15%
24VANGUARD FIDUCIARY TRUST CO1.4M$16.3M—0.599%0.00%
25Nuveen, LLC1.3M$14.8M-28.4%0.546%0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APLE — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in APLE during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers50Added To109Trimmed178Exited40

New Buyers

50

Institutions that opened a new APLE position in Q1 2026

  • VANGUARD PORTFOLIO MANAGEMENT LLC$253.9M
  • VANGUARD CAPITAL MANAGEMENT LLC$110.7M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$18.4M
  • NORTHWOOD LIQUID MANAGEMENT LP$17.1M
  • VANGUARD FIDUCIARY TRUST CO$16.3M
  • TWO SIGMA INVESTMENTS, LP$9.2M
  • HSBC HOLDINGS PLC$5.7M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M
  • Vanguard Investments Australia, Ltd.$2.4M
  • TORONTO DOMINION BANK$2.3M
  • VANGUARD ASSET MANAGEMENT, Ltd$2.2M
  • PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.2M

Exited Positions

40

Institutions that fully closed their APLE position in Q1 2026

  • VANGUARD GROUP INC$394.1M
  • NORGES BANK$40.9M
  • JPMORGAN CHASE & CO$16.5M
  • Pacer Advisors, Inc.$11.5M
  • NATIXIS$4.4M
  • JANE STREET GROUP, LLC$3.7M
  • VIRGINIA RETIREMENT SYSTEMS ET AL$2.6M
  • DIMENSION CAPITAL MANAGEMENT LLC$2.4M
  • MARSHALL WACE, LLP$2.1M

APLE Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 2026340+3.0%57.17%0.53 pp$2.19B0.9%
Q4 2025330+1.2%57.70%+0.23 pp$2.21B+0.4%
Q3 20253263.0%57.47%0.45 pp$2.20B0.8%
Q2 2025336+2.8%57.92%3.15 pp$2.22B5.2%
Q1 20253272.4%61.07%18.01 pp$2.34B23%
Q4 2024335+8.8%79.08%+7.60 pp$3.03B+11%
Q3 20243081.9%71.48%+0.74 pp$2.74B+1.0%
Q2 2024314—70.74%—$2.71B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

APLE — Frequently Asked Questions

Quick answers to the most common questions about buying APLE stock.

What percentage of APLE is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Apple Hospitality REIT, Inc. stands at 57.2%, held across 340 reporting institutions.

Who is the largest institutional holder of APLE?

BlackRock, Inc. is the largest reported institutional holder of APLE, with approximately 39,919,099 shares worth $0.46B as of Q1 2026.

Is APLE a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of APLE, including CITADEL ADVISORS LLC.

What is APLE's Smart Money Score?

Our composite Smart Money Score for APLE is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought APLE this quarter?

50 institutions opened new positions in APLE during Q1 2026, while 40 fully exited. 109 added to existing positions and 178 trimmed.

How is institutional ownership of APLE changing?

APLE institutional ownership fell by 0.53 percentage points quarter-over-quarter, with a net change of +10 holders.

How concentrated is APLE ownership among the top holders?

The top 10 institutions account for 63.1% of all reported 13F value in APLE, and the top 25 account for 82.7%.

Where does this APLE institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

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