Position in APLE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,731
+$1,191 QoQ
Shares Held
103
+128.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 364 holders
Holding Since
Jun 2025
3 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, 2026Clearstead Advisors, LLC holds $230,142 across 13 REIT - Hotel & Motel names. APLE ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEB |
Pebblebrook Hotel Trust
|
7,739 | $150,213 | |
| 2 | HST |
Host Hotels & Resorts, Inc.
|
2,450 | $58,089 | |
| 3 | XHR |
Xenia Hotels & Resorts, Inc.
|
416 | $8,469 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
38 | $4,884 | |
| 5 | APLE |
Apple Hospitality REIT, Inc.
This page
|
103 | $1,731 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
122 | $1,485 | |
| 7 | PK |
Park Hotels & Resorts Inc.
|
96 | $1,368 | |
| 8 | CLDT |
Chatham Lodging Trust
|
99 | $1,309 |
All Filings in APLE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731 | 103 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $540 | 45 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $116 | 10 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||