Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Apple Hospitality REIT Inc (APLE)

364 + 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
↑ +19
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — APLE

Based on 368 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
368 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 — +9% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

209 buying156 selling
Last quarter: 209 funds bought or added vs 156 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 (+16 vs last Q)

new funds entering per quarter
Funds opening a new APLE position: 38 → 49 → 51 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
228 out of 368 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.
💰

Value +58% but shares only +3% — price-driven

Value
+58%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +58%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

57 → 38 → 49 → 51 → 67 new funds/Q
New funds entering each quarter: 38 → 49 → 51 → 67. A growing number of institutions are discovering APLE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 373 holders: 245 (66%) are 2+ year veterans, 43 entered 1–2 years ago, and 85 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
59 of 367 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 209 hedge funds were net buyers of APLE (67 opened a new position, 142 added to an existing one), while 156 reduced or exited (108 trimmed, 48 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 64% of total institutional value in APLE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 368.

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 Q2 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 June 30, 2026 · 79d ago
APLE
-8.1%
XLRE
-2.2%

APLE outperformed XLRE by -5.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 34d ago
APLE
-3.5%
XLRE
-4.9%

Since the filing became public, APLE outperformed XLRE by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: APLE
364 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 364 349 4.3%
13F Shares 205M 203M 1.24%
Total Value $3.24B $2.21B 46.46%
New Positions 66 51 +15
Increased Positions 140 139 +1
Closed Positions 50 33 +17
Reduced Positions 107 104 +3
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: APLE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

364 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waterfall Asset Management, LLC 3.87% 375,944 $6.3M
2 Nokomis Capital, L.L.C. 2.10% 371,727 $6.2M
3 Cutler Capital Management, LLC 1.31% 300,869 $5.1M
4 Beck Bode, LLC 1.00% 392,676 $6.6M
5 Miller Global Investments, LLC 0.98% 70,475 $1.2M
6 Systematic Financial Management LP 0.72% 2,136,387 $35.9M
7 Dockside LLC 0.67% 171,116 $2.9M
8 Columbus Macro, LLC 0.63% 385,846 $6.5M
9 Dougherty & Associates, LLC 0.44% 32,370 $544K
10 Isthmus Partners, LLC 0.41% 252,554 $4.2M
11 Fuller & Thaler Asset Management, INC. 0.38% 8,295,354 $139.4M
12 Fieldview Capital Management, LLC 0.37% 77,250 $1.3M
13 Arrow Investment Advisors, LLC 0.26% 16,068 $270K
14 Peregrine Capital Management LLC 0.19% 340,894 $5.7M
15 JMN Financial LLC 0.17% 12,813 $216K
16 Momentum Wealth Planning, LLC 0.16% 13,024 $220K
17 Pettee Investors, Inc. 0.14% 17,000 $286K
18 Cozad Asset Management Inc 0.13% 118,809 $2.0M
19 BCO Wealth Management LLC 0.13% 13,710 $230K
20 EntryPoint Capital, LLC 0.12% 12,102 $176K
21 Samalin Investment Counsel, LLC 0.12% 22,488 $378K
22 Martingale Asset Management L P 0.10% 247,623 $4.2M
23 Aurora Investment Counsel 0.10% 11,160 $188K
24 Monument Capital Management 0.10% 28,505 $479K
25 Fox Run Management, L.L.C. 0.09% 33,664 $566K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 209 funds bought or added vs 156 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 — 64% AUM from top-100 funds: 59 of 367 holders are among the 100 largest funds by AUM, controlling 64% 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?

62% of holders stayed for 2+ years: 228 out of 368 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 Q2 hedge fund 13F filings?

As of today, APLE has moved -3.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.9% for the XLRE sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), APLE has gained -8.1% vs -2.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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