DaveManuel.com · Institutional Ownership · Who Owns It
APPLE HOSPITALITY REIT INC (APLE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
372
Reporting holders
$3.5B
Reported value
87.0%
Of shares outstanding
0.2%
Calls
0.2%
Puts
+18
Holder change
Institutions report 205,353,177 shares against 236,082,698 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $667.8M | 39,725,711 | 0.01% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $382.8M | 22,772,352 | 0.02% | 2q | +3.2%+$11.9M |
| STATE STREET CORP | $214.3M | 12,691,309 | 0.01% | 31q | -0.6%-$1.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $161.7M | 9,619,315 | 0.00% | 2q | HELD |
| FULLER & THALER ASSET MANAGEMENT, INC. | $139.4M | 8,295,354 | 0.38% | 29q | +12.0%+$15.0M |
| GOLDMAN SACHS GROUP INC | $131.2M | 7,804,987 | 0.01% | 31q | +51.3%+$44.5M |
| CITADEL ADVISORS LLC | $125.4M incl. $1.6M options CALL+PUT | 7,364,031 | 0.01% | 31q | +22.1%+$22.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $109.3M | 6,499,403 | 0.01% | 31q | +4.4%+$4.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84.2M | 5,007,742 | 0.01% | 31q | +2.0%+$1.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $71.1M | 4,226,690 | 0.01% | 31q | -8.8%-$6.8M |
| TWO SIGMA INVESTMENTS, LP | $59.2M | 3,524,635 | 0.04% | 2q | +340.0%+$45.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $58.5M | 3,477,868 | 0.09% | 3q | -21.0%-$15.5M |
| DIMENSIONAL FUND ADVISORS LP | $51.9M | 3,086,223 | 0.01% | 31q | -5.2%-$2.8M |
| MORGAN STANLEY | $50.9M | 3,030,033 | 0.00% | 35q | +16.3%+$7.1M |
| UBS Group AG | $50.6M | 3,012,953 | 0.01% | 31q | -38.1%-$31.2M |
| NORTHERN TRUST CORP | $49.4M | 2,935,844 | 0.01% | 31q | +1.0%+$484.8K |
| LSV ASSET MANAGEMENT | $42.1M | 2,506,353 | 0.08% | 31q | -2.7%-$1.2M |
| Nuveen, LLC | $40.2M | 2,393,484 | 0.01% | 6q | +85.6%+$18.6M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $35.9M | 2,136,387 | 0.72% | 31q | -3.3%-$1.2M |
| JPMORGAN CHASE & CO | $33.4M | 1,969,774 | 0.00% | 31q | +32.7%+$8.2M |
| Invesco Ltd. | $33.0M | 1,962,259 | 0.00% | 31q | +11.5%+$3.4M |
| Gillson Capital LP | $32.9M | 1,958,612 | 1.94% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $31.4M | 1,870,328 | 0.01% | 10q | +325.6%+$24.1M |
| Bank of New York Mellon Corp | $26.8M | 1,592,719 | 0.00% | 31q | +3.8%+$980.4K |
| BANK OF AMERICA CORP /DE/ | $24.6M | 1,462,672 | 0.00% | 31q | -28.6%-$9.9M |
| Woodline Partners LP | $24.5M | 1,459,400 | 0.08% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $24.5M | 1,455,273 | 0.01% | 2q | +2.9%+$679.8K |
| Legal & General Group Plc | $23.7M | 1,410,379 | 0.00% | 31q | -6.6%-$1.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $21.9M | 1,300,000 | 0.03% | 2q | -18.8%-$5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.0M | 1,187,219 | 0.00% | 3q | +4.0%+$761.4K |
| PRINCIPAL FINANCIAL GROUP INC | $17.8M | 1,061,064 | 0.01% | 31q | -0.8%-$141.3K |
| Public Sector Pension Investment Board | $16.7M | 990,486 | 0.04% | 12q | -2.5%-$431.1K |
| Jain Global LLC | $16.3M | 972,399 | 0.06% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $14.8M | 880,343 | 0.02% | 31q | +92.0%+$7.1M |
| AQR CAPITAL MANAGEMENT LLC | $14.7M | 871,942 | 0.01% | 28q | +0.5%+$74.9K |
| FIRST TRUST ADVISORS LP | $13.8M | 819,749 | 0.01% | 31q | +9.5%+$1.2M |
| HRT FINANCIAL LP | $13.4M | 797,330 | 0.02% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $12.8M | 759,363 | 0.05% | 5q | -3.0%-$396.9K |
| VICTORY CAPITAL MANAGEMENT INC | $12.3M | 733,013 | 0.01% | 29q | -87.1%-$83.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.3M | 729,130 | 0.01% | 9q | +1.3%+$155.7K |
| CSM Advisors, LLC | $12.0M | 714,667 | 0.26% | 5q | +19.7%+$2.0M |
| STRS OHIO | $11.1M | 659,534 | 0.04% | 31q | -27.7%-$4.2M |
| Schonfeld Strategic Advisors LLC | $11.0M | 652,475 | 0.04% | 2q | +4377.6%+$10.7M |
| Clearbridge Investments, LLC | $10.8M | 641,107 | 0.01% | 5q | HELD |
| RHUMBLINE ADVISERS | $10.1M | 602,397 | 0.01% | 31q | -7.8%-$852.5K |
| RAYMOND JAMES FINANCIAL INC | $10.1M | 600,573 | 0.00% | 7q | +24.9%+$2.0M |
| CONGRESS ASSET MANAGEMENT CO | $9.3M | 555,557 | 0.06% | 17q | +1.1%+$101.8K |
| CANADA LIFE ASSURANCE Co | $9.2M | 545,998 | 0.01% | 31q | -0.8%-$73.9K |
| AMERIPRISE FINANCIAL INC | $8.6M | 544,670 | 0.00% | 31q | +8.5%+$670.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.6M | 509,502 | 0.02% | 17q | -19.3%-$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.2M incl. $7.5M options CALL+PUT | 42,981 | 0.00% | 31q | -64.1%-$14.6M |
| BESSEMER GROUP INC | $8.0M | 475,944 | 0.01% | 7q | +24096.4%+$8.0M |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 474,072 | 0.00% | 31q | +687.9%+$7.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.8M | 462,922 | 0.00% | 6q | +40.5%+$2.2M |
| Allianz Asset Management GmbH | $7.7M | 455,099 | 0.01% | 20q | +109.8%+$4.0M |
| Swiss National Bank | $7.6M | 449,310 | 0.00% | 31q | +1.2%+$90.8K |
| Russell Investments Group, Ltd. | $7.5M | 446,130 | 0.01% | 31q | +46.3%+$2.4M |
| HSBC HOLDINGS PLC | $7.2M | 429,172 | 0.00% | 31q | -13.4%-$1.1M |
| Cetera Investment Advisers | $7.1M | 421,833 | 0.01% | 31q | +680.2%+$6.2M |
| Beck Bode, LLC | $6.6M | 392,676 | 1.00% | new | NEW |
| SEI INVESTMENTS CO | $6.5M | 388,231 | 0.01% | 19q | +21.6%+$1.2M |
| Columbus Macro, LLC | $6.5M | 385,846 | 0.63% | new | NEW |
| DEUTSCHE BANK AG\ | $6.4M | 380,339 | 0.00% | 34q | +4.4%+$269.1K |
| WATERFALL ASSET MANAGEMENT, LLC | $6.3M | 375,944 | 3.87% | 5q | -59.8%-$9.4M |
| Nokomis Capital, L.L.C. | $6.2M | 371,727 | 2.15% | 3q | -8.2%-$559.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.2M | 369,176 | 0.01% | 7q | +3.1%+$185.4K |
| SEGALL BRYANT & HAMILL, LLC | $6.1M | 362,112 | 0.07% | 9q | -7.4%-$486.3K |
| MACQUARIE GROUP LTD | $6.1M | 361,721 | 0.03% | 32q | -8.9%-$593.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $6.0M | 356,100 | 0.01% | 31q | +3.7%+$213.5K |
| Asset Management One Co., Ltd. | $5.8M | 343,488 | 0.01% | 31q | -5.1%-$310.4K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.7M | 340,894 | 0.19% | 4q | -8.0%-$500.2K |
| CITIGROUP INC | $5.7M | 339,638 | 0.00% | 31q | -7.8%-$485.1K |
| NORGES BANK | $5.6M | 330,400 | 0.00% | 32q | -90.4%-$52.5M |
| Cutler Capital Management, LLC | $5.1M | 300,869 | 1.31% | 16q | HELD |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $4.9M | 288,942 | 0.02% | 31q | +3131.3%+$4.7M |
| JUPITER ASSET MANAGEMENT LTD | $4.5M | 265,645 | 0.02% | new | NEW |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.4M | 261,842 | 0.01% | 2q | -3.6%-$163.4K |
| FRANKLIN RESOURCES INC | $4.4M | 259,973 | 0.00% | 18q | -2.3%-$102.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.3M | 255,386 | 0.00% | 31q | -8.2%-$383.3K |
| ISTHMUS PARTNERS, LLC | $4.2M | 252,554 | 0.41% | 7q | +0.5%+$22.3K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.2M | 250,768 | 0.01% | 31q | -3.8%-$166.9K |
| MARTINGALE ASSET MANAGEMENT L P | $4.2M | 247,623 | 0.10% | 19q | +6.4%+$251.0K |
| WELLS FARGO & COMPANY/MN | $4.1M | 245,179 | 0.00% | 31q | +73.3%+$1.7M |
| ExodusPoint Capital Management, LP | $4.0M | 240,244 | 0.03% | 2q | +493.3%+$3.4M |
| Sumitomo Mitsui Trust Group, Inc. | $4.0M | 235,306 | 0.00% | 31q | -2.0%-$80.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $4.0M | 235,100 | 0.02% | 6q | HELD |
| D. E. Shaw & Co., Inc. | $3.9M | 233,022 | 0.00% | 2q | +91.6%+$1.9M |
| PICTON MAHONEY ASSET MANAGEMENT | $3.8M | 227,415 | 0.03% | 2q | +51.4%+$1.3M |
| Thrivent Financial for Lutherans | $3.8M | 226,314 | 0.01% | 12q | +25.8%+$781.4K |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 314,725 | 0.00% | 31q | -4.1%-$156.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.6M | 212,273 | 0.02% | 12q | +36.8%+$959.4K |
| Vanguard Investments Australia, Ltd. | $3.5M | 207,067 | 0.01% | 2q | -1.0%-$36.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.4M | 201,949 | 0.00% | 2q | +6.7%+$212.2K |
| Dakota Wealth Management | $3.3M | 194,570 | 0.06% | 19q | -17.5%-$692.3K |
| State of Alaska, Department of Revenue | $3.2M | 192,937 | 0.03% | 31q | -16.7%-$651.2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $3.2M | 188,926 | 0.00% | 31q | +5.2%+$157.8K |
| QRG CAPITAL MANAGEMENT, INC. | $2.9M | 174,378 | 0.02% | 12q | +16.3%+$409.9K |
| ROYAL BANK OF CANADA | $2.9M | 172,306 | 0.00% | 31q | -6.1%-$187.0K |
| Dockside LLC | $2.9M | 171,116 | 0.67% | new | NEW |
| CAXTON ASSOCIATES LLP | $2.8M | 167,279 | 0.05% | 5q | +17.6%+$420.2K |
Showing the largest 100 of 372 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 92 | $62.1M | 3,839,711 | 9 | 33 | 19 | 0.0% |
| Q2 2026 | 372 | $3.5B | 205,353,177 | 57 | 135 | 108 | 0.4% |
| Q1 2026 | 354 | $2.3B | 202,158,454 | 42 | 134 | 107 | 0.4% |
| Q4 2025 | 339 | $2.4B | 204,047,601 | 32 | 118 | 118 | 0.3% |
| Q3 2025 | 336 | $2.4B | 197,243,826 | 34 | 129 | 111 | 0.6% |
| Q2 2025 | 342 | $2.4B | 202,305,729 | 51 | 142 | 92 | 0.7% |
| Q1 2025 | 340 | $2.6B | 201,128,615 | 43 | 132 | 100 | 0.6% |
| Q4 2024 | 341 | $3.2B | 204,607,775 | 38 | 119 | 89 | 0.3% |
| Q3 2024 | 320 | $3.2B | 211,772,441 | 34 | 101 | 117 | 0.4% |
| Q2 2024 | 320 | $3.1B | 213,688,693 | 44 | 141 | 85 | 0.3% |
| Q1 2024 | 310 | $3.5B | 215,920,456 | 30 | 100 | 105 | 0.3% |
| Q4 2023 | 319 | $3.7B | 222,153,499 | 45 | 99 | 107 | 0.5% |
| Q3 2023 | 289 | $3.2B | 206,650,520 | 42 | 107 | 87 | 0.4% |
| Q2 2023 | 276 | $2.8B | 186,840,146 | 29 | 104 | 88 | 0.3% |
| Q1 2023 | 278 | $3.0B | 190,633,162 | 25 | 116 | 86 | 0.2% |
| Q4 2022 | 293 | $2.9B | 185,327,927 | 35 | 110 | 90 | 0.2% |
| Q3 2022 | 274 | $3.0B | 215,453,833 | 30 | 105 | 79 | 0.2% |
| Q2 2022 | 270 | $4.9B | 333,930,301 | 38 | 90 | 88 | 0.1% |
| Q1 2022 | 262 | $5.2B | 289,823,628 | 42 | 80 | 81 | 0.1% |
| Q4 2021 | 247 | $6.2B | 386,446,374 | 33 | 77 | 70 | 0.2% |
| Q3 2021 | 240 | $5.6B | 354,207,435 | 28 | 74 | 74 | 0.2% |
| Q2 2021 | 236 | $5.0B | 329,176,737 | 30 | 76 | 70 | 0.2% |
| Q1 2021 | 247 | $3.8B | 261,089,290 | 35 | 83 | 81 | 0.2% |
| Q4 2020 | 245 | $3.4B | 260,481,161 | 34 | 65 | 80 | 0.3% |
| Q3 2020 | 239 | $4.6B | 481,316,285 | 33 | 56 | 98 | 0.1% |
| Q2 2020 | 246 | $4.3B | 444,297,908 | 38 | 69 | 105 | 0.1% |
| Q1 2020 | 254 | $2.0B | 223,900,302 | 43 | 93 | 83 | 0.3% |
| Q4 2019 | 254 | $4.0B | 243,789,639 | 25 | 93 | 72 | 0.1% |
| Q3 2019 | 249 | $3.6B | 215,279,199 | 35 | 84 | 77 | 0.3% |
| Q2 2019 | 242 | $3.5B | 217,401,807 | 26 | 95 | 72 | 0.4% |
| Q1 2019 | 251 | $3.4B | 205,516,281 | 26 | 101 | 84 | 0.1% |
| Q4 2018 | 244 | $2.9B | 202,072,729 | 6 | 6 | 3 | 0.1% |