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APLE · Apple Hospitality REIT, Inc. · Held by Funds

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$18.68 +0.53 (+2.89%) Earnings today Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$4.29B
Shares
236.10M
Volume · Nov 6 2.28M Avg daily vol (3M) 2.58M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of APLE by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 33.68% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 5.89% 13,904,557
Index ETFs 27.79% 65,622,298
Active ETFs 0.41% 959,098
Active funds 9.82% 23,191,799
Unclassified 0.04% 94,034
All registered funds 43.95% 103,771,786
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding APLE

335 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 13,227,390 $222,352,426 0.20%
VANGUARD REAL ESTATE INDEX FUND 8,515,045 $140,583,393 0.19%
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,733,147 $113,184,201 0.00%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 6,530,247 $109,773,452 0.87%
iShares Russell 2000 ETF 5,648,642 $94,953,672 0.11%
VANGUARD SMALL-CAP INDEX FUND 4,872,755 $81,911,012 0.04%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,086,571 $51,885,259 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 2,515,598 $42,287,202 0.04%
Fidelity Small Cap Index Fund 2,433,753 $40,181,262 0.12%
iShares Russell 2000 Value ETF 2,091,853 $35,164,049 0.24%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 2,021,088 $33,974,489 0.20%
iShares S&P Small-Cap 600 Value ETF 1,890,051 $31,771,757 0.40%
Nomura Small Cap Value Fund 1,784,755 $28,466,842 0.85%
Schwab U.S. REIT ETF 1,729,341 $27,582,989 0.25%
VANGUARD TAX-MANAGED SMALL-CAP FUND 1,469,432 $24,701,152 0.22%
VANGUARD REAL ESTATE II INDEX FUND 1,494,328 $24,671,355 0.22%
VANGUARD RUSSELL 2000 INDEX FUND 1,260,464 $20,104,401 0.11%
T. Rowe Price Real Assets Fund, Inc. 1,189,096 $19,988,704 0.20%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 1,142,708 $19,208,921 0.40%
Nomura VIP Small Cap Value Series 1,070,850 $18,000,989 0.96%
Fidelity Extended Market Index Fund 1,089,454 $17,376,791 0.04%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,018,478 $16,815,072 0.24%
Schwab U.S. Small-Cap ETF 1,047,214 $16,703,063 0.07%
Schwab Fundamental U.S. Small Company ETF 960,669 $15,322,671 0.17%
DFA Global Real Estate Securities Portfolio 831,027 $13,720,256 0.18%
iShares Core U.S. REIT ETF 805,799 $13,303,741 0.29%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 789,719 $12,596,018 0.20%
Global X SuperDividend REIT ETF 688,265 $11,363,255 4.88%
College Retirement Equities Fund - Total Global Stock Account 672,296 $11,301,296 0.01%
Invesco KBW Premium Yield Equity REIT ETF 685,805 $10,938,590 3.47%
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY 646,690 $10,870,859 2.08%
VictoryShares US Small Mid Cap Value Momentum ETF 633,419 $10,647,773 0.61%
iShares Global REIT ETF 589,804 $9,737,664 0.19%
Nuveen Quant Small/Mid Cap Equity Fund 584,200 $9,645,142 0.36%
Goldman Sachs Small Cap Value Insights Fund 580,674 $9,586,928 0.72%
ClearBridge Small Cap Fund 565,590 $9,337,891 1.32%
JPMorgan Small Cap Blend Fund 548,439 $9,219,260 0.54%
Schwab Small-Cap Index Fund 534,258 $8,820,600 0.12%
Bridge Builder Small/Mid Cap Value Fund 524,575 $8,818,106 0.08%
Fidelity Real Estate Index Fund 485,004 $8,007,416 0.25%
Old Westbury Small & Mid Cap Strategies Fund 473,200 $7,812,532 0.08%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 469,949 $7,495,687 0.38%
Dimensional Global Real Estate ETF 433,040 $7,149,490 0.19%
Master Small Cap Index Series 404,321 $6,796,636 0.11%
T. Rowe Price Real Estate Fund, Inc. 403,988 $6,791,038 1.03%
Fidelity Total Market Index Fund 420,933 $6,713,881 0.00%
Applied Finance Explorer Fund 400,000 $6,604,000 0.63%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 380,483 $6,395,919 0.35%
JNL Multi-Manager Small Cap Value Fund 346,364 $5,822,379 0.29%
JNL Small Cap Index Fund 342,582 $5,758,803 0.20%
Showing 1–50 of 335 positions
Key facts CIK 1418121 CUSIP 03784Y200 13F (30d) 187 filings 146 filers Visit website Investor relations