EVOLVE PRIVATE WEALTH, LLC
Position in APLE — Apple Hospitality REIT, Inc.
CIK 2111131
LOS ANGELES, CA
Position in APLE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$706,726
+$243,150 QoQ
Shares Held
42,042
+4.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#162
of 364 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in APLE Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,747,436 across 3 REIT - Hotel & Motel names. APLE ranks #2 (40.4% of the industry book) .
All Filings in APLE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,726 | 42,042 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $463,576 | 40,276 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $419,324 | 35,386 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||