Who Owns Apple Hospitality REIT Stock?
NYSE: APLEReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 90.08%
- Held by insiders
- 7.12%
- Institutional holders
- 513
- Institutions 90.1%
- Insiders 7.1%
- Public and other 2.8%
Who owns Apple Hospitality REIT stock?
Institutional investors own about 90.1% of Apple Hospitality REIT's shares, spread across 513 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 7.12% of APLE.
The largest institutional holders are Blackrock Inc. (16.83%), Vanguard Portfolio Management LLC (9.65%) and State Street Corporation (5.38%). Together, the top 10 institutions control 52.5% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their APLE positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of APLE
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 39.73M | 16.83% | -0.5% |
| Vanguard Portfolio Management LLC | 22.77M | 9.65% | +3.2% |
| State Street Corporation | 12.69M | 5.38% | -0.7% |
| Vanguard Capital Management LLC | 9.62M | 4.07% | +0.0% |
| Fuller & Thaler Asset Management Inc. | 8.30M | 3.51% | +12.0% |
| Goldman Sachs Group Inc | 7.80M | 3.31% | +51.3% |
| Citadel Advisors Llc | 7.36M | 3.12% | +22.1% |
| Geode Capital Management, LLC | 6.50M | 2.75% | +4.5% |
| Charles Schwab Investment Management, Inc. | 5.01M | 2.12% | +2.0% |
| Price (T.Rowe) Associates Inc | 4.23M | 1.79% | -8.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of APLE
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 13.39M | 5.67% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 8.52M | 3.61% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 6.73M | 2.85% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 6.53M | 2.77% |
| iShares Trust-iShares Russell 2000 ETF | 5.78M | 2.45% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 4.87M | 2.06% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 3.09M | 1.31% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | 2.53M | 1.07% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 2.52M | 1.07% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 2.43M | 1.03% |
Frequently asked questions
Who is the largest shareholder of Apple Hospitality REIT?
Blackrock Inc. is the largest institutional shareholder of APLE, owning 16.83% of shares outstanding (39.73M shares) as of its latest 13F filing.
What percentage of Apple Hospitality REIT is owned by institutions?
Institutions own about 90.1% of APLE shares and 97.0% of the public float.
How much of Apple Hospitality REIT do insiders own?
Insiders, such as officers and directors, own about 7.12% of APLE shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.