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 347 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
347 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
+14 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

190 buying140 selling
Last quarter: 190 funds bought or added vs 140 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 — ~51 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 38 → 49 → 51. 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 347 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 — ~51 new funds/quarter

48 → 56 → 38 → 49 → 51 new funds/Q
New funds entering each quarter: 56 → 38 → 49 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 352 holders: 243 (69%) are 2+ year veterans, 32 entered 1–2 years ago, and 77 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
57 of 347 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.4
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, 190 hedge funds were net buyers of APLE (51 opened a new position, 139 added to an existing one), while 140 reduced or exited (105 trimmed, 35 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 59% of total institutional value in APLE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 347.

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 · 46d ago
APLE
-4.4%
XLRE
+2.8%

APLE outperformed XLRE by -7.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
APLE
+0.0%
XLRE
+0.0%

Since the filing became public, APLE outperformed XLRE by +0.0% .

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.

30 top-rated funds 2 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: APLE
2026 Q2 Stats Unlock in 4 days 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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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
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 --
Return on Assets (ttm) --
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)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 APLE holders by conviction (% of portfolio weight) — 2026 Q1 · 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 — 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: 190 funds bought or added vs 140 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 — 59% AUM from top-100 funds: 57 of 347 holders are among the 100 largest funds by AUM, controlling 59% 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?

63% of holders stayed for 2+ years: 219 out of 347 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 +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLRE sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), APLE has gained -4.4% vs +2.8% 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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