Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apple Hospitality REIT Inc (APLE)

342 + Investors. Track Smart Money conviction in APLE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — APLE

Based on 346 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added APLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
346 hedge funds hold APLE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

189 buying139 selling
Last quarter: 189 funds bought or added vs 139 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 55 → 38 → 49 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
219 out of 346 hedge funds have held APLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~50 new funds/quarter

48 → 55 → 38 → 49 → 50 new funds/Q
New funds entering each quarter: 55 → 38 → 49 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Of 351 current holders: 243 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
55 of 346 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — APLE

In 2026 Q1, 189 hedge funds were net buyers of APLE (50 opened a new position, 139 added to an existing one), while 139 reduced or exited (105 trimmed, 34 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 39% of total institutional value in APLE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 346.

Hedge Fund Ownership: APLE

How many hedge funds hold APLE — quarterly history vs. share price
Quarterly hedge fund ownership of APLE vs. share price

Market Analysis: APLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APLE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Apple Hospitality REIT Inc (APLE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much APLE has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
APLE
+42.8%
XLRE
+9.8%

APLE outperformed XLRE by +33.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
APLE
+20.1%
XLRE
+3.7%

Since the filing became public, APLE outperformed XLRE by +16.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 2 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: APLE
342 + Investors

Track Smart Money conviction in APLE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 342 330 3.64%
13F Shares 201M 197M 2.02%
Total Value $2.19B $2.27B -3.62%
New Positions 48 49 -1
Increased Positions 138 122 +16
Closed Positions 36 50 -14
Reduced Positions 102 119 -17
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: APLE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

342 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APLE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 APLE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centerbridge Partners, L.P. 79.71% 4,229,785 $48.7M
2 Masterton Capital Management, LP 6.84% 652,800 $7.5M
3 Waterfall Asset Management, LLC 6.02% 935,516 $10.8M
4 Nokomis Capital, L.L.C. 1.34% 405,027 $4.7M
5 Rush Island Management, LP 1.15% 1,489,435 $17.1M
6 Cutler Capital Management, LLC 0.94% 300,670 $3.5M
7 Aurora Investment Counsel 0.87% 135,899 $1.6M
8 Miller Global Investments, LLC 0.75% 70,833 $815K
9 Systematic Financial Management LP 0.58% 2,208,912 $25.4M
10 Taproot Management LP 0.46% 213,933 $2.5M
11 Cascade Investment Advisors, Inc. 0.46% 66,888 $770K
12 VARCOV Co. 0.41% 95,782 $1.1M
13 Prevail Innovative Wealth Advisors, LLC 0.36% 187,783 $2.2M
14 Dougherty & Associates, LLC 0.34% 32,269 $371K
15 Isthmus Partners, LLC 0.30% 251,229 $2.9M
16 Fuller & Thaler Asset Management, INC. 0.29% 7,404,409 $85.2M
17 Peregrine Capital Management LLC 0.16% 370,650 $4.3M
18 Momentum Wealth Planning, LLC 0.15% 15,024 $174K
19 Pettee Investors, Inc. 0.12% 17,000 $229K
20 Scientech Research LLC 0.10% 10,134 $117K
21 Samalin Investment Counsel, LLC 0.10% 23,509 $271K
22 BCO Wealth Management LLC 0.09% 13,710 $158K
23 Cozad Asset Management Inc 0.09% 97,244 $1.1M
24 Nomura Asset Management International INC. 0.09% 4,401,520 $50.7M
25 Segall Bryant & Hamill, LLC 0.08% 398,029 $4.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Apple Hospitality REIT Inc (APLE)

What does the Smart Money Trend signal show for APLE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for APLE?

Slight buying edge — 58% buying: Last quarter: 189 funds bought or added vs 139 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for APLE holders?

Strong quality — 39% AUM from major funds: 55 of 346 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held APLE?

63% of holders stayed for 2+ years: 219 out of 346 hedge funds have held APLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Apple Hospitality REIT Inc (APLE) following the 2026 Q1 hedge fund 13F filings?

As of today, APLE has moved +20.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.7% for the XLRE sector ETF — an outperformance of +16.4%. Since the quarter end (March 31, 2026), APLE has gained +42.8% vs +9.8% for XLRE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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