Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

APPLE HOSPITALITY REIT INC (APLE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — APLE

Based on 312 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their APLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
312 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding APLE is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

168 buying159 selling
Last quarter: 168 funds bought or added vs 159 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new APLE position: 48 → 53 → 36 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 16% new
202 out of 312 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.
📊

Peak discovery — momentum slowing

52 → 48 → 53 → 36 → 47 new funds/Q
New funds entering each quarter: 48 → 53 → 36 → 47. APLE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 9% 1-2yr 21% new
Of 317 current holders: 222 (70%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
41 of 312 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in APLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: APLE
2026 Q1 Stats Unlock in 21 days 317 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 317 322 -1.55%
13F Shares 196M 194M 0.81%
Total Value $2.25B $2.26B -0.23%
New Positions 47 37 +10
Increased Positions 127 147 -20
Closed Positions 51 44 +7
Reduced Positions 123 127 -4
Total Calls 3 5 -40.0%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: APLE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

317 + investors

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

Top 25 institutional holders of APLE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Global Investments, LLC 0.75% 70,833 $815K
2 Cascade Investment Advisors, Inc. 0.46% 66,888 $770K
3 Dougherty & Associates, LLC 0.34% 32,269 $371K
4 Pensionfund PDN 0.33% 50,000
5 Pensionfund Sabic 0.22% 16,000
6 PEREGRINE CAPITAL MANAGEMENT LLC 0.16% 370,650 $4.3M
7 HARBOR CAPITAL ADVISORS, INC. 0.15% 159,559 $2K
8 Samalin Investment Counsel, LLC 0.10% 23,509 $271K
9 BCO Wealth Management LLC 0.09% 13,710 $158K
10 JAMES INVESTMENT RESEARCH, INC. 0.05% 40,668 $468K
11 Monument Capital Management 0.05% 16,444 $189K
12 CONGRESS ASSET MANAGEMENT CO 0.05% 549,502 $6.3M
13 STRS OHIO 0.04% 911,734 $10.5M
14 DGS Capital Management, LLC 0.04% 20,256 $233K
15 CWA Asset Management Group, LLC 0.04% 97,061 $1.1M
16 Abel Hall, LLC 0.03% 12,057 $139K
17 State of Alaska, Department of Revenue 0.03% 231,716 $3K
18 Palouse Capital Management, Inc. 0.03% 3,554 $41K
19 SAGE RHINO CAPITAL LLC 0.02% 11,518 $133K
20 EVOLVE PRIVATE WEALTH, LLC 0.02% 40,276 $464K
21 Sound Income Strategies, LLC 0.02% 43,735 $505K
22 Louisiana State Employees Retirement System 0.02% 97,600 $1K
23 QRG CAPITAL MANAGEMENT, INC. 0.02% 149,996 $1.7M
24 Grove Bank & Trust 0.02% 13,523 $156K
25 B. Riley Wealth Advisors, Inc. 0.02% 21,882 $252K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their APLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APLE?

Slight buying edge — 51% buying: Last quarter: 168 funds bought or added vs 159 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?

Elite ownership — 54% AUM from top-100 funds: 41 of 312 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in APLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held APLE?

65% of holders stayed for 2+ years: 202 out of 312 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.

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.