Public record / Tickers / APLE

APLE — Apple Hospitality REIT, Inc.

Both disclosure regimes on one name: who in Congress filed about APLE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming APLE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
274
top-274 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-24 → filed 2020-04-27. Ranked over every APLE row by the provable lower bound, never a point estimate.

No member disclosed APLE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated APLE rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING APLE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning APLE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-24 LATE·308d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-03-19 LATE·405d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27PurchaseTraded 2019-02-20 LATE·432d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in APLE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed APLE in the trailing 12 months.

Congress ↔ notable managers · APLE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Caxton Associates $1.6M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · APPLE HOSPITALITY REIT INC

Merged timeline of congressional filings and notable-manager moves on APLE
DateWhoChangeSize
2026-05-14Caxton Associates 13Ftrim−4,781 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of APLE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$459M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$254M1
3STATE STREET CORP$148M1
4VANGUARD CAPITAL MANAGEMENT LLC$111M1
5FULLER & THALER ASSET MANAGEMENT, INC.$85.2M1
6GEODE CAPITAL MANAGEMENT, LLC$71.6M1
7CITADEL ADVISORS LLC$69.4M1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.5M1
9UBS Group AG$56.1M1
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$50.7M1
11Centerbridge Partners, L.P.$48.7M1
12DIMENSIONAL FUND ADVISORS LP$37.5M1
13NORTHERN TRUST CORP$33.5M1
14MORGAN STANLEY$30.0M1
15SYSTEMATIC FINANCIAL MANAGEMENT LP$25.4M1
16BANK OF AMERICA CORP /DE/$23.6M1
17Invesco Ltd.$20.3M1
18ADAGE CAPITAL PARTNERS GP, L.L.C.$18.4M1
19Legal & General Group Plc$17.4M1
20RUSH ISLAND MANAGEMENT, LP$17.1M1
21VANGUARD FIDUCIARY TRUST CO$16.3M1
22Nuveen, LLC$14.8M1
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$13.1M1
24PRINCIPAL FINANCIAL GROUP INC$12.3M1
25PUBLIC SECTOR PENSION INVESTMENT BOARD$11.7M1
26Waterfall Asset Management, LLC$10.8M1
27AQR CAPITAL MANAGEMENT LLC$10.0M1
28TWO SIGMA INVESTMENTS, LP$9.2M1
29VOLORIDGE INVESTMENT MANAGEMENT, LLC$9.0M1
30FIRST TRUST ADVISORS LP$8.6M1
31MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.3M1
32Masterton Capital Management, LP$7.5M1
33Clearbridge Investments, LLC$7.4M1
34STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
35HSBC HOLDINGS PLC$5.7M1
36RAYMOND JAMES FINANCIAL INC$5.5M1
37PRUDENTIAL FINANCIAL INC$5.3M1
38Blackstone Inc.$5.1M1
39Swiss National Bank$5.1M1
40MILLENNIUM MANAGEMENT LLC$5.1M1
41Nokomis Capital, L.L.C.$4.7M1
42MACQUARIE GROUP LTD$4.6M1
43CITIGROUP INC$4.2M1
44DEUTSCHE BANK AG\$4.2M1
45Asset Management One Co., Ltd.$4.2M1
46Universal- Beteiligungs- und Servicegesellschaft mbH$4.1M1
47NOMURA ASSET MANAGEMENT CO LTD$4.0M1
48ALLIANCEBERNSTEIN L.P.$3.9M1
49ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.8M1
50SEI INVESTMENTS CO$3.7M1
51HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.1M1
52FRANKLIN RESOURCES INC$3.1M1
53JANE STREET GROUP, LLC$2.9M1
54ISTHMUS PARTNERS, LLC$2.9M1
55Dakota Wealth Management$2.7M1
56Allianz Asset Management GmbH$2.5M1
57Holocene Advisors, LP$2.5M1
58Taproot Management LP$2.5M1
59Vanguard Investments Australia, Ltd.$2.4M1
60WOLVERINE ASSET MANAGEMENT LLC$2.3M1
61TORONTO DOMINION BANK$2.3M1
62VANGUARD ASSET MANAGEMENT, Ltd$2.2M1
63Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
64PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.2M1
65ROYAL BANK OF CANADA$2.1M1
66Mitsubishi UFJ Asset Management Co., Ltd.$2.1M1
67Edgestream Partners, L.P.$2.0M1
68Baird Financial Group, Inc.$1.9M1
69Amundi$1.8M1
70COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
71PICTON MAHONEY ASSET MANAGEMENT$1.7M1
72QRG CAPITAL MANAGEMENT, INC.$1.7M1
73CAXTON ASSOCIATES LLP$1.6M1
74WELLS FARGO & COMPANY/MN$1.6M1
75Aurora Investment Counsel$1.6M1
76MetLife Investment Management, LLC$1.5M1
77D. E. Shaw & Co., Inc.$1.4M1
78LPL Financial LLC$1.4M1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
80Illinois Municipal Retirement Fund$1.3M1
81BNP Paribas Asset Management Holding S.A.$1.3M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.2M1
83Janus Henderson Group Ltd.$1.1M1
84Resona Asset Management Co.,Ltd.$1.1M1
85CWA Asset Management Group, LLC$1.1M1
86Cerity Partners LLC$1.1M1
87VARCOV Co.$1.1M1
88AMERICAN CENTURY COMPANIES INC$1.1M1
89Creative Planning$1.1M1
90Freestone Grove Partners LP$1.1M1
91Vanguard Global Advisers, LLC$1.0M1
92Daiwa Securities Group Inc.$1000K1
93Squarepoint Ops LLC$987K1
94Pathstone Holdings, LLC$985K1
95STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$972K1
96MML INVESTORS SERVICES, LLC$957K1
97Aberdeen Group plc$898K1
98Paralel Advisors LLC$863K1
99BANK OF MONTREAL /CAN/$834K1
100KLP KAPITALFORVALTNING AS$816K1
101Kestra Investment Management, LLC$816K1
102Quantinno Capital Management LP$813K1
103Orion Porfolio Solutions, LLC$799K1
104MERCER GLOBAL ADVISORS INC /ADV$786K1
105Cascade Investment Advisors, Inc.$770K1
106Arizona State Retirement System$711K1
107IEQ CAPITAL, LLC$709K1
108Sequoia Financial Advisors, LLC$702K1
109ENVESTNET ASSET MANAGEMENT INC$693K1
110INTECH INVESTMENT MANAGEMENT LLC$675K1
111Metis Global Partners, LLC$664K1
112Cetera Investment Advisers$622K1
113Kestra Advisory Services, LLC$615K1
114Lido Advisors, LLC$607K1
115OREGON PUBLIC EMPLOYEES RETIREMENT FUND$579K1
116Sumitomo Mitsui DS Asset Management Company, Ltd$573K1
117Allspring Global Investments Holdings, LLC$545K1
118UniSuper Management Pty Ltd$523K1
119Pine Valley Investments Ltd Liability Co$508K1
120Tidal Investments LLC$500K1
121FMR LLC$485K1
122JAMES INVESTMENT RESEARCH, INC.$468K1
123ExodusPoint Capital Management, LP$466K1
124EVOLVE PRIVATE WEALTH, LLC$464K1
125Mariner, LLC$459K1
126CWM, LLC$440K1
127VOYA INVESTMENT MANAGEMENT LLC$440K1
128IFM Investors Pty Ltd$416K1
129NISSAY ASSET MANAGEMENT CORP /JAPAN$402K1
130ProShare Advisors LLC$401K1
131KEYBANK NATIONAL ASSOCIATION/OH$378K1
132BROWN ADVISORY INC$378K1
133Dougherty & Associates, LLC$371K1
134Maryland State Retirement & Pension System$371K1
135M&T BANK CORP$368K1
136Vanguard Personalized Indexing Management, LLC$359K1
137Pictet Asset Management Holding SA$351K1
138WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$319K1
139Federation des caisses Desjardins du Quebec$307K1
140TWO SIGMA SECURITIES, LLC$295K1
141MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$290K1
142HUB Investment Partners, LLC$276K1
143HighTower Advisors, LLC$274K1
144Sigma Planning Corp$274K1
145GUGGENHEIM CAPITAL LLC$272K1
146Samalin Investment Counsel, LLC$271K1
147LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$267K1
148B. Riley Wealth Advisors, Inc.$252K1
149CIBC Asset Management Inc$250K1
150XPONANCE LLC$245K1
151Corient Private Wealth LLC$240K1
152ALPS ADVISORS INC$218K1
153Y-Intercept (Hong Kong) Ltd$214K1
154Kovack Advisors, Inc.$191K1
155Monument Capital Management$189K1
156Ellis Investment Partners, LLC$189K1
157STIFEL FINANCIAL CORP$184K1
158Virtus Investment Advisers, LLC$182K1
159PFG Investments, LLC$182K1
160COMMONWEALTH EQUITY SERVICES, LLC$180K1
161EVERGREEN CAPITAL MANAGEMENT LLC$178K1
162OSAIC HOLDINGS, INC.$177K1
163Ensign Peak Advisors, Inc$177K1
164Tower Research Capital LLC (TRC)$175K1
165DnB Asset Management AS$175K1
166Momentum Wealth Planning, LLC$174K1
167Swiss Life Asset Management Ltd$174K1
168Schonfeld Strategic Advisors LLC$168K1
169Blue Trust, Inc.$166K1
170BCO Wealth Management LLC$158K1
171Grove Bank & Trust$156K1
172US BANCORP \DE\$154K1
173Advisors Asset Management, Inc.$146K1
174Savant Capital, LLC$145K1
175United Asset Strategies, Inc.$141K1
176PROFUND ADVISORS LLC$140K1
177Permanent Capital Management, LP$140K1
178CANADA PENSION PLAN INVESTMENT BOARD$139K1
179Abel Hall, LLC$139K1
180Envestnet Portfolio Solutions, Inc.$139K1
181SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$135K1
182HB Wealth Management, LLC$134K1
183CIBC Bancorp USA Inc.$133K1
184SAGE RHINO CAPITAL LLC$133K1
185Ethic Inc.$132K1
186Inlet Private Wealth, LLC$129K1
187Private Advisor Group, LLC$123K1
188FIL Ltd$121K1
189FIFTH THIRD BANCORP$119K1
190Grantham, Mayo, Van Otterloo & Co. LLC$119K1
191Scientech Research LLC$117K1
192SIGNATUREFD, LLC$112K1
193Spire Wealth Management$89.6K1
194Pinnacle Wealth Planning Services, Inc.$76.4K1
195Mirae Asset Global Investments Co., Ltd.$74.7K1
196QUADRANT CAPITAL GROUP LLC$65.8K1
197Security National Bank$58.8K1
198Inspire Investing, LLC$44.4K1
199Godfrey Financial Associates, Inc.$42.0K1
200Palouse Capital Management, Inc.$40.9K1
201Smartleaf Asset Management LLC$30.7K1
202NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$30.5K1
203Allworth Financial LP$25.9K1
204Kemnay Advisory Services Inc.$19.8K1
205EXCHANGE TRADED CONCEPTS, LLC$17.3K1
206UMB Bank, n.a.$17.0K1
207Larson Financial Group LLC$15.3K1
208Parkside Financial Bank & Trust$14.8K1
209ARMSTRONG ADVISORY GROUP, INC$11.5K1
210Crewe Advisors LLC$10.4K1
211Arax Advisory Partners$10.1K1
212Steward Partners Investment Advisory, LLC$7.0K1
213CANADA LIFE ASSURANCE Co$6.3K1
214Triumph Capital Management$4.6K1
215DANSKE BANK A/S$4.6K1
216Private Wealth Management Group, LLC$4.3K1
217Smallwood Wealth Investment Management, LLC$3.6K1
218MAI Capital Management$3.5K1
219Quarry LP$3.5K1
220True Wealth Design, LLC$3.3K1
221BIRCHBROOK, INC.$3.2K1
222State of Alaska, Department of Revenue$2.7K1
223Keating Financial Advisory Services, Inc.$2.7K1
224Rockefeller Capital Management L.P.$2.4K1
225Prestige Wealth Management Group LLC$2.2K1
226THRIVENT FINANCIAL FOR LUTHERANS$2.1K1
227Signature Resources Capital Management, LLC$1.9K1
228Penserra Capital Management LLC$1.4K1
229FARMERS & MERCHANTS INVESTMENTS INC$1.4K1
230Union Bancaire Privee, UBP SA$1.2K1
231NEW YORK STATE TEACHERS RETIREMENT SYSTEM$9611
232VAN ECK ASSOCIATES CORP$7271
233DekaBank Deutsche Girozentrale$5961
234Vestcor Inc$5091
235Rialto Wealth Management, LLC$4951
236Ankerstar Wealth, LLC$4751
237Bell Investment Advisors, Inc$4721
238GILPIN WEALTH MANAGEMENT, LLC$4381
239Virtu Financial LLC$2271
240MCF Advisors LLC$2081
241GSA CAPITAL PARTNERS LLP$1381
242DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$1201
243KBC Group NV$771
244Transamerica Financial Advisors, LLC$571
245ASSETMARK, INC$231
246Caitong International Asset Management Co., Ltd$231
247MEEDER ASSET MANAGEMENT INC$121
248Capital Advisors, Ltd. LLC$01
249VANGUARD GROUP INC$01
250TEACHER RETIREMENT SYSTEM OF TEXAS$01
251MACKENZIE FINANCIAL CORP$01
252VIRGINIA RETIREMENT SYSTEMS ET Al$01
253DIMENSION CAPITAL MANAGEMENT LLC$01
254CIBC WORLD MARKETS CORP$01
255NATIXIS$01
256CIBC Private Wealth Group LLC$01
257NORGES BANK$01
258Verition Fund Management LLC$01
259TWO SIGMA ADVISERS, LP$01
260Norinchukin Bank, The$01
261Brevan Howard Capital Management LP$01
262FINANCIAL CONSULATE, INC$01
263Hazelview Securities Inc.$01
264Global Retirement Partners, LLC$01
265Farringdon Capital, Ltd.$01
266XTX Topco Ltd$01
267Mach-1 Financial Group, LLC$01
268AlphaQuest LLC$01
269SageView Advisory Group, LLC$01
270Dunhill Financial, LLC$01
271Aster Capital Management (DIFC) Ltd$01
272SummitTX Capital, L.P.$01
273Key Capital Management, INC$01
274Carroll Advisory Group, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 274 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on APLE

RETAINED WINDOW · ACTIVE HITS

Zero hits on APLE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for APLE · financials and macro

Financials — as filed PLANNED

APLE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: APLE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing