Filing Research | APLE - Apple Hospitality Reit Inc Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	555.6KSH	$9.3M
2	Columbus Macro, LLC	Shares	385.8KSH	$6.5M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	340.9KSH	$5.7M
4	ISTHMUS PARTNERS, LLC	Shares	252.6KSH	$4.2M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	212.3KSH	$3.6M
6	QRG CAPITAL MANAGEMENT, INC.	Shares	174.4KSH	$2.9M
7	CWA Asset Management Group, LLC	Shares	108.3KSH	$1.8M
8	Louisiana State Employees Retirement System	Shares	96.2KSH	$1.6M
9	Miller Global Investments, LLC	Shares	70.5KSH	$1.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	64.9KSH	$1.1M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	59.2KSH	$994.8K
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	49.8KSH	$837.3K
13	Sound Income Strategies, LLC	Shares	44.6KSH	$750.1K
14	JAMES INVESTMENT RESEARCH, INC.	Shares	40.7KSH	$683.6K
15	Pine Valley Investments Ltd Liability Co	Shares	37.9KSH	$637.2K
16	Sequoia Financial Advisors, LLC	Shares	36.9KSH	$620.3K
17	IFM Investors Pty Ltd	Shares	35.2KSH	$592.3K
18	Dougherty & Associates, LLC	Shares	32.4KSH	$544.1K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.6KSH	$523.5K
20	Monument Capital Management	Shares	28.5KSH	$479.2K
21	B. Riley Wealth Advisors, Inc.	Shares	22.1KSH	$373.1K
22	Blue Trust, Inc.	Shares	19.9KSH	$334.6K
23	PFG Investments, LLC	Shares	14.9KSH	$250.3K
24	Envestnet Portfolio Solutions, Inc.	Shares	14.4KSH	$242.2K
25	BCO Wealth Management LLC	Shares	13.7KSH	$230.5K
26	Grove Bank & Trust	Shares	13.5KSH	$227.3K
27	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	11.8KSH	$197.6K
28	Abel Hall, LLC	Shares	11.7KSH	$196.9K
29	SIGNATUREFD, LLC	Shares	11.6KSH	$195.6K
30	GAMMA Investing LLC	Shares	11.6KSH	$194.2K
31	Farther Finance Advisors, LLC	Shares	5.1KSH	$86.4K
32	Security National Bank	Shares	5.1KSH	$85.9K
33	Spire Wealth Management	Shares	4.4KSH	$73.8K
34	Palouse Capital Management, Inc.	Shares	4.3KSH	$72.4K
35	Fortis Group Advisors, LLC	Shares	3.6KSH	$60.6K
36	Versant Capital Management, Inc	Shares	2.5KSH	$42.6K
37	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$27.4K
38	AMERICAN NATIONAL BANK & TRUST	Shares	1.4KSH	$24.0K
39	ARMSTRONG ADVISORY GROUP, INC	Shares	1.0KSH	$16.8K
40	Mirae Asset Global Investments Co., Ltd.	Shares	922SH	$15.5K
41	Crewe Advisors LLC	Shares	905SH	$15.2K
42	EXCHANGE TRADED CONCEPTS, LLC	Shares	807SH	$13.6K
43	MassMutual Private Wealth & Trust, FSB	Shares	792SH	$13.3K
44	SJS Investment Consulting Inc.	Shares	719SH	$12.1K
45	Nova Wealth Management, Inc.	Shares	575SH	$9.7K
46	Mascoma Wealth Management LLC	Shares	500SH	$8.4K
47	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	500SH	$8.4K
48	Ares Financial Consulting, LLC	Shares	478SH	$8.0K
49	IFP Advisors, Inc	Shares	439SH	$7.4K
50	Triumph Capital Management	Shares	401SH	$6.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	Columbus Macro, LLC new	Shares	+385.8K	+$6.5M	$6.5M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+6.1K	+$3.0M	$9.3M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+57.1K	+$1.8M	$3.6M
4	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-29.8K	+$1.5M	$5.7M
5	ISTHMUS PARTNERS, LLC added	Shares	+1.3K	+$1.4M	$4.2M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+24.4K	+$1.2M	$2.9M
7	CWA Asset Management Group, LLC added	Shares	+11.2K	+$702.6K	$1.8M
8	Louisiana State Employees Retirement System trimmed	Shares	-1.4K	+$493.7K	$1.6M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.9K	+$376.7K	$1.1M
10	Miller Global Investments, LLC trimmed	Shares	-358	+$369.4K	$1.2M
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+283	+$316.9K	$994.8K
12	Monument Capital Management added	Shares	+12.1K	+$289.9K	$479.2K
13	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$264.0K	$837.3K
14	Sound Income Strategies, LLC added	Shares	+887	+$245.0K	$750.1K
15	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$215.5K	$683.6K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$204.9K	$523.5K
17	IFM Investors Pty Ltd trimmed	Shares	-867	+$176.8K	$592.3K
18	Dougherty & Associates, LLC added	Shares	+101	+$172.7K	$544.1K
19	Blue Trust, Inc. added	Shares	+5.4K	+$168.1K	$334.6K
20	Pine Valley Investments Ltd Liability Co trimmed	Shares	-6.2K	+$129.1K	$637.2K
21	B. Riley Wealth Advisors, Inc. added	Shares	+211	+$121.3K	$373.1K
22	Envestnet Portfolio Solutions, Inc. added	Shares	+2.4K	+$103.5K	$242.2K
23	SIGNATUREFD, LLC added	Shares	+1.9K	+$83.7K	$195.6K
24	GAMMA Investing LLC added	Shares	+1.5K	+$79.0K	$194.2K
25	BCO Wealth Management LLC unchanged	Shares	0	+$72.7K	$230.5K
26	Grove Bank & Trust unchanged	Shares	0	+$71.7K	$227.3K
27	PFG Investments, LLC trimmed	Shares	-908	+$68.5K	$250.3K
28	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$62.3K	$197.6K
29	Abel Hall, LLC trimmed	Shares	-341	+$58.2K	$196.9K
30	Palouse Capital Management, Inc. added	Shares	+750	+$31.4K	$72.4K
31	Farther Finance Advisors, LLC added	Shares	+60	+$27.7K	$86.4K
32	Security National Bank unchanged	Shares	0	+$27.1K	$85.9K
33	Fortis Group Advisors, LLC trimmed	Shares	-234	+$16.4K	$60.6K
34	SJS Investment Consulting Inc. new	Shares	+719	+$12.1K	$12.1K
35	Nova Wealth Management, Inc. new	Shares	+575	+$9.7K	$9.7K
36	Versant Capital Management, Inc trimmed	Shares	-455	+$8.2K	$42.6K
37	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$7.6K	$24.0K
38	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$5.3K	$16.8K
39	Crewe Advisors LLC added	Shares	+5	+$4.9K	$15.2K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$4.2K	$13.3K
41	Mascoma Wealth Management LLC unchanged	Shares	0	+$2.6K	$8.4K
42	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$2.6K	$8.4K
43	Ares Financial Consulting, LLC unchanged	Shares	0	+$2.5K	$8.0K
44	Triumph Capital Management unchanged	Shares	0	+$2.1K	$6.7K
45	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$1.7K	$5.2K
46	BIRCHBROOK, INC. added	Shares	+5	+$1.6K	$4.8K
47	Vision Retirement, LLC unchanged	Shares	0	+$1.1K	$3.5K
48	Signature Resources Capital Management, LLC unchanged	Shares	0	+$891	$2.8K
49	ADIRONDACK TRUST CO unchanged	Shares	0	+$851	$2.7K
50	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$636	$2.0K

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