Momentum Wealth Planning, LLC
Position in APLE — Apple Hospitality REIT, Inc.
CIK 2087652
ESTERO, FL
Position in APLE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,933
+$46,007 QoQ
Shares Held
13,024
-13.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#242
of 364 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APLE Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026Momentum Wealth Planning, LLC holds $218,933 across 1 REIT - Hotel & Motel name. APLE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLE |
Apple Hospitality REIT, Inc.
This page
|
13,024 | $218,933 |
All Filings in APLE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,933 | 13,024 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $172,926 | 15,024 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $178,354 | 15,051 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $199,978 | 16,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $229,327 | 19,651 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||