APLE APPLE HOSP REIT

Ownership history in LAZARD ASSET MANAGEMENT LLC  ·  20 quarters on record

AI Ownership Summary

LAZARD ASSET MANAGEMENT LLC reported APPLE HOSP REIT (APLE) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows APLE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAZARD ASSET MANAGEMENT LLC's position in APPLE HOSP REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

APLE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LAZARD ASSET MANAGEMENT LLC held APLE — position size vs. price
% of Fund (quarterly)    APLE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 30,484 +11,014 +56.6% 0.00% $366K 2025-11-14 $11.43
2025 Q2 REDUCED 19,470 -68,605 -77.9% 0.00% $227K 2025-08-14 $11.76
2025 Q1 ADDED 88,075 +80,270 +1028.4% 0.00% $1.1M 2025-05-15 $11.23
2024 Q4 REDUCED 7,805 -616 -7.3% 0.00% $119K 2025-02-14 $13.99
2024 Q3 REDUCED 8,421 -1,427 -14.5% 0.00% $125K 2024-11-14 $14.05
2024 Q2 ADDED 9,848 +3,243 +49.1% 0.00% $143K 2024-08-14 $12.35
2024 Q1 REDUCED 6,605 -1,736 -20.8% 0.00% $108K 2024-05-14 $12.90
2023 Q4 REDUCED 8,341 -3,228 -27.9% 0.00% $138K 2024-02-14 $13.57
2023 Q3 UNCHANGED 11,569 0% 0.00% $177K 2023-11-14 $14.13
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LAZARD ASSET MANAGEMENT LLC and APLE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAZARD ASSET MANAGEMENT LLC reported owning APLE?

LAZARD ASSET MANAGEMENT LLC reported APLE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported APLE position in LAZARD ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for APLE was 0.00% in 2025 Q1.

What is the latest reported APLE position on this page?

The most recent filing on this page is 2025 Q3, when LAZARD ASSET MANAGEMENT LLC reported 30,484 shares, equal to 0.00% of portfolio, with an estimated market value of $366K.

What does the chart on this APLE ownership page compare?

The chart compares LAZARD ASSET MANAGEMENT LLC's quarterly APLE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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