Position in APLE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,236,021
+$401,616 QoQ
Shares Held
73,529
+1.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 366 holders
Holding Since
Mar 2020
20 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, 2026BANK OF MONTREAL /CAN/ holds $42,031,873 across 8 REIT - Hotel & Motel names. APLE ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
718,251 | $17,029,728 | |
| 2 | PEB |
Pebblebrook Hotel Trust
|
703,337 | $13,651,769 | |
| 3 | INN |
Summit Hotel Properties, Inc.
|
773,587 | $5,422,843 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
17,464 | $2,244,996 | |
| 5 | PK |
Park Hotels & Resorts Inc.
|
130,377 | $1,857,871 | |
| 6 | APLE |
Apple Hospitality REIT, Inc.
This page
|
73,529 | $1,236,021 | |
| 7 | DRH |
DiamondRock Hospitality Co
|
33,603 | $409,283 | |
| 8 | SHO |
Sunstone Hotel Investors, Inc.
|
15,665 | $179,362 |
All Filings in APLE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236,021 | 73,529 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $834,405 | 72,494 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $892,955 | 75,355 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,164,812 | 96,987 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,326,376 | 113,657 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,433,731 | 111,056 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,542,336 | 100,478 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,406,218 | 94,695 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $869,898 | 59,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $942,667 | 57,550 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $888,284 | 53,479 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $387,962 | 25,291 | Shares | Defined | 2023-11-01 | |
| 2023-03-31 | $217,992 | 14,046 | Shares | Defined | 2024-06-13 | |
| 2021-09-30 | $1,753,563 | 111,479 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,341,031 | 87,879 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $997,068 | 68,433 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $545,189 | 42,230 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $456,608 | 47,514 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $460,520 | 47,673 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,865,303 | 312,465 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||