Smallwood Wealth Investment Management, LLC
Position in APLE — Apple Hospitality REIT, Inc.
CIK 1921304
RED BANK, NJ
Position in APLE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,244
+$1,653 QoQ
Shares Held
312
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 364 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $27,538 across 2 REIT - Hotel & Motel names. APLE ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XHR |
Xenia Hotels & Resorts, Inc.
|
1,095 | $22,294 | |
| 2 | APLE |
Apple Hospitality REIT, Inc.
This page
|
312 | $5,244 |
All Filings in APLE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,244 | 312 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,591 | 312 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,697 | 312 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,747 | 312 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,641 | 312 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $4,027 | 312 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||