Position in APLE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,068,047
+$328,856 QoQ
Shares Held
92,793
+48.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APLE Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Mar 31, 2026Creative Planning holds $13,718,152 across 12 REIT - Hotel & Motel names. APLE ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
379,751 | $7,276,029 | |
| 2 | SVC |
Service Properties Trust
|
188,698 | $1,278,428 | |
| 3 | APLE |
Apple Hospitality REIT, Inc.
This page
|
92,793 | $1,068,047 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
10,077 | $929,804 | |
| 5 | PK |
Park Hotels & Resorts Inc.
|
80,556 | $848,254 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
65,446 | $613,229 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
34,638 | $513,681 | |
| 8 | CLDT |
Chatham Lodging Trust
|
59,413 | $467,580 |
All Filings in APLE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,047 | 92,793 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $739,191 | 62,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $539,776 | 44,944 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $301,074 | 25,799 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $305,011 | 23,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $370,149 | 24,114 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $431,525 | 29,059 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $370,464 | 25,479 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,239,114 | 75,648 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $338,876 | 20,402 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $339,780 | 22,150 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $251,264 | 16,629 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,428 | 16,458 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $221,740 | 14,052 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $165,936 | 11,802 | Shares | Sole | 2022-11-03 | |
| 2021-12-31 | $184,933 | 11,451 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $282,384 | 17,952 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $166,199 | 11,407 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $196,296 | 15,205 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $145,399 | 15,130 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $181,414 | 18,780 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $183,629 | 20,025 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||