Position in APLE
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$6,710
-$16,824 QoQ
Shares Held
583
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in APLE Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Mar 31, 2026NewEdge Advisors, LLC holds $4,428,172 across 7 REIT - Hotel & Motel names. APLE ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
167,691 | $3,212,959 | |
| 2 | PEB |
Pebblebrook Hotel Trust
|
48,025 | $606,555 | |
| 3 | PK |
Park Hotels & Resorts Inc.
|
40,836 | $430,003 | |
| 4 | CLDT |
Chatham Lodging Trust
|
20,546 | $161,697 | |
| 5 | XHR |
Xenia Hotels & Resorts, Inc.
|
500 | $7,415 | |
| 6 | APLE |
Apple Hospitality REIT, Inc.
This page
|
583 | $6,710 | |
| 7 | INN |
Summit Hotel Properties, Inc.
|
641 | $2,833 |
All Filings in APLE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,710 | 583 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $23,534 | 1,986 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $71,891 | 5,986 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $69,856 | 5,986 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,332 | 2,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,409 | 613 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,603 | 310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,463 | 307 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $10,548 | 644 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,603 | 819 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,948 | 127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,918 | 127 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,971 | 127 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,181 | 265 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||