Apple Hospitality REIT, Inc. (APLE) shareholders
Close on Nov 13, 2026Market cap $4.59BP/E 24.6Yield 5.19%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 37,515,618 | 15.80% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 23,996,796 | 10.16% | 13G (passive) amendment | Jul 31, 2026 |
| State Street Corporation | – | 6.06% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of APLE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 39,725,711 | 16.83% | $667.79M | −193,388 | 0.01% |
| Vanguard Portfolio Management LLC | 22,772,352 | 9.65% | $382.80M | +710,236 | 0.02% |
| State Street Corp | 12,691,309 | 5.38% | $214.34M | −82,586 | 0.01% |
| Vanguard Capital Management LLC | 9,619,315 | 4.07% | $161.70M | +1,597 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 8,295,354 | 3.51% | $139.44M | +890,945 | 0.38% |
| Goldman Sachs Group Inc | 7,804,987 | 3.31% | $131.20M | +2,646,737 | 0.01% |
| Citadel Advisors LLC | 7,364,031 | 3.12% | $123.79M | +1,330,661 | 0.01% |
| Geode Capital Management, LLC | 6,499,403 | 2.75% | $109.27M | +276,640 | 0.01% |
| Charles Schwab Investment Management Inc | 5,007,742 | 2.12% | $84.18M | +100,194 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 4,226,690 | 1.79% | $71.05M | −407,466 | 0.01% |
| Two Sigma Investments, LP | 3,524,635 | 1.49% | $59.25M | +2,723,572 | 0.04% |
| Nomura Asset Management International Inc. | 3,477,868 | 1.47% | $58.46M | −923,652 | 0.09% |
| Dimensional Fund Advisors LP | 3,086,223 | 1.31% | $51.88M | −168,109 | 0.01% |
| Morgan Stanley | 3,030,033 | 1.28% | $50.93M | +424,546 | 0.00% |
| UBS Group AG | 3,012,953 | 1.28% | $50.65M | −1,857,949 | 0.01% |
| Northern Trust Corp | 2,935,844 | 1.24% | $49.35M | +28,838 | 0.01% |
| Lsv Asset Management | 2,506,353 | 1.06% | $42.13M | −70,600 | 0.08% |
| Nuveen, LLC | 2,393,484 | 1.01% | $40.23M | +1,103,755 | 0.01% |
| Systematic Financial Management LP | 2,136,387 | 0.90% | $35.91M | −72,525 | 0.72% |
| JPMorgan Chase & Co | 1,969,774 | 0.83% | $33.44M | +485,212 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 368 | 205M | 86.9% | 63 / 142 | 111 / 40 | 25M | 22M |
| Q1 2026 | 351 | 202M | 85.6% | 48 / 141 | 108 / 30 | 50M | 18M |
| Q4 2025 | 338 | 204M | 86.4% | 47 / 124 | 122 / 38 | 27M | 20M |
| Q3 2025 | 336 | 198M | 83.7% | 36 / 139 | 116 / 42 | 16M | 21M |
| Q2 2025 | 345 | 202M | 85.7% | 54 / 153 | 99 / 44 | 20M | 18M |
| Q1 2025 | 339 | 201M | 85.2% | 46 / 134 | 103 / 44 | 16M | 16M |
| Q4 2024 | 340 | 205M | 86.7% | 57 / 134 | 97 / 31 | 12M | 19M |
| Q3 2024 | 317 | 212M | 89.7% | 37 / 111 | 122 / 37 | 51M | 13M |
| Q2 2024 | 319 | 214M | 90.5% | 47 / 144 | 91 / 29 | 16M | 18M |
| Q1 2024 | 305 | 216M | 91.5% | 35 / 109 | 110 / 44 | 10M | 16M |
| Q4 2023 | 316 | 222M | 94.1% | 54 / 105 | 115 / 25 | 26M | 11M |
| Q3 2023 | 288 | 207M | 87.6% | 47 / 111 | 93 / 30 | 34M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
292 funds held APLE in Q2 2026, 64% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of APLE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 13,227,390 | 5.60% | $222.35M | 0.20% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 8,515,045 | 3.61% | $140.58M | 0.19% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 6,733,147 | 2.85% | $113.18M | 0.00% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 6,530,247 | 2.77% | $109.77M | 0.87% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,648,642 | 2.39% | $94.95M | 0.11% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,872,755 | 2.06% | $81.91M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,086,571 | 1.31% | $51.89M | 0.08% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 2,533,905 | 1.07% | $37.22M | 1.07% | May 29, 2026 |
| Vanguard Extended Market Index Fund | 2,515,598 | 1.07% | $42.29M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,433,753 | 1.03% | $40.18M | 0.12% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,091,853 | 0.89% | $35.16M | 0.24% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,021,088 | 0.86% | $33.97M | 0.20% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,890,051 | 0.80% | $31.77M | 0.40% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 1,557,155 | 0.66% | $22.87M | 0.23% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,494,328 | 0.63% | $24.67M | 0.22% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Glade M. Knight | Executive Chairman, Director | 10,853,080 | 4.60% | May 13, 2026 |
| Justin G. Knight | CEO, Director | 12,203,406 | 5.17% | Mar 5, 2026 |
| Rachel Labrecque | SVP & Chief Accounting Officer | 249,449 | 0.11% | Mar 5, 2026 |
| Nelson Knight | President Real Estate & Invest | 11,146,934 | 4.72% | Mar 5, 2026 |
| Elizabeth Perkins | SVP & Chief Financial Officer | 414,279 | 0.18% | Mar 5, 2026 |
| Jeanette Clarke | SVP Chief Cap. Invest. Officer | 205,107 | 0.09% | Mar 5, 2026 |
| Matthew Rash | SVP & Chief Legal Officer | 263,208 | 0.11% | Mar 5, 2026 |
| Karen Catherine Gallagher | SVP & Chief Operating Officer | 383,892 | 0.16% | Mar 5, 2026 |
| Jon A. Fosheim | Director | 74,879 | 0.03% | Sep 2, 2026 |
| Howard E. Woolley | Director | 40,106 | 0.02% | Sep 2, 2026 |
| Glenn W. Bunting Jr | Director | 84,352 | 0.04% | Sep 2, 2026 |
| Redd Hugh | Director | 147,540 | 0.06% | Sep 2, 2026 |
| Blythe J. McGarvie | Director | 74,906 | 0.03% | Sep 2, 2026 |
| Carolyn B. Handlon | Director | 31,808 | 0.01% | Sep 2, 2026 |
| Kristian M. Gathright | Director | 999,144 | 0.42% | Dec 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Blythe J. McGarvie Director | Aug 31, 2026 | Award | +2,116 | $15.95 | $33.75K | 15,935 |
| Jon A. Fosheim Director | Aug 31, 2026 | Award | +1,904 | $15.95 | $30.37K | 13,584 |
| Glenn W. Bunting Jr Director | Aug 31, 2026 | Award | +2,116 | $15.95 | $33.75K | 73,803 |
| Howard E. Woolley Director | Aug 31, 2026 | Award | +2,116 | $15.95 | $33.75K | 40,106 |
| Jon A. Fosheim Director | May 29, 2026 | Award | +2,068 | $14.69 | $30.38K | 11,680 |
| Glenn W. Bunting Jr Director | May 29, 2026 | Award | +2,297 | $14.69 | $33.74K | 71,687 |
| Blythe J. McGarvie Director | May 29, 2026 | Award | +2,297 | $14.69 | $33.74K | 15,935 |
| Howard E. Woolley Director | May 29, 2026 | Award | +2,297 | $14.69 | $33.74K | 37,990 |
| Glade M. Knight Executive Chairman, Director | May 11, 2026 | Buy | +5,000 | $13.97 | $69.85K | 747,191 |
| Justin G. Knight CEO, Director | Mar 3, 2026 | Award | +94,465 | $12.10 | $1.14M | 2,029,064 |
| Justin G. Knight CEO, Director | Mar 3, 2026 | Award | +59,831 | – | – | 2,088,895 |
| Justin G. Knight CEO, Director | Mar 3, 2026 | Tax withholding | −42,603 | $12.10 | $515.50K | 2,046,292 |
| Nelson Knight President Real Estate & Invest | Mar 3, 2026 | Tax withholding | −18,480 | $12.10 | $223.61K | 967,798 |
| Nelson Knight President Real Estate & Invest | Mar 3, 2026 | Award | +25,953 | – | – | 986,278 |
| Nelson Knight President Real Estate & Invest | Mar 3, 2026 | Award | +40,976 | $12.10 | $495.81K | 960,325 |
| Jeanette Clarke SVP Chief Cap. Invest. Officer | Mar 3, 2026 | Tax withholding | −9,976 | $12.10 | $120.71K | 205,107 |
| Jeanette Clarke SVP Chief Cap. Invest. Officer | Mar 3, 2026 | Award | +14,010 | – | – | 215,083 |
| Jeanette Clarke SVP Chief Cap. Invest. Officer | Mar 3, 2026 | Award | +22,120 | $12.10 | $267.65K | 201,073 |
| Karen Catherine Gallagher SVP & Chief Operating Officer | Mar 3, 2026 | Award | +37,824 | $12.10 | $457.67K | 383,892 |
| Karen Catherine Gallagher SVP & Chief Operating Officer | Mar 3, 2026 | Tax withholding | −17,058 | $12.10 | $206.40K | 390,791 |
| Karen Catherine Gallagher SVP & Chief Operating Officer | Mar 3, 2026 | Award | +23,957 | – | – | 407,849 |
| Rachel Labrecque SVP & Chief Accounting Officer | Mar 3, 2026 | Gift | −8,000 | – | – | 247,375 |
| Rachel Labrecque SVP & Chief Accounting Officer | Mar 3, 2026 | Award | +24,765 | $12.10 | $299.66K | 250,858 |
| Rachel Labrecque SVP & Chief Accounting Officer | Mar 3, 2026 | Award | +15,686 | – | – | 266,544 |
| Rachel Labrecque SVP & Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −11,169 | $12.10 | $135.14K | 255,375 |
| Elizabeth Perkins SVP & Chief Financial Officer | Mar 3, 2026 | Award | +25,703 | – | – | 414,279 |
| Elizabeth Perkins SVP & Chief Financial Officer | Mar 3, 2026 | Tax withholding | −18,302 | $12.10 | $221.45K | 395,977 |
| Elizabeth Perkins SVP & Chief Financial Officer | Mar 3, 2026 | Award | +40,582 | $12.10 | $491.04K | 388,576 |
| Glade M. Knight Executive Chairman, Director | Mar 3, 2026 | Award | +18,779 | $12.10 | $227.23K | 729,123 |
| Glade M. Knight Executive Chairman, Director | Mar 3, 2026 | Award | +11,894 | – | – | 741,017 |
| Matthew Rash SVP & Chief Legal Officer | Mar 3, 2026 | Award | +24,765 | $12.10 | $299.66K | 263,208 |
| Matthew Rash SVP & Chief Legal Officer | Mar 3, 2026 | Award | +15,686 | – | – | 278,894 |
| Matthew Rash SVP & Chief Legal Officer | Mar 3, 2026 | Tax withholding | −11,169 | $12.10 | $135.14K | 267,725 |
| Glenn W. Bunting Jr Director | Feb 27, 2026 | Award | +2,345 | $12.26 | $28.75K | 69,390 |
| Jon A. Fosheim Director | Feb 27, 2026 | Award | +1,173 | $12.26 | $14.38K | 23,265 |
| Carolyn B. Handlon Director | Feb 27, 2026 | Award | +2,345 | $12.26 | $28.75K | 31,808 |
| Howard E. Woolley Director | Feb 27, 2026 | Award | +2,345 | $12.26 | $28.75K | 35,693 |
| Blythe J. McGarvie Director | Feb 27, 2026 | Award | +2,345 | $12.26 | $28.75K | 15,935 |
| Redd Hugh Director | Jan 1, 2026 | Option exercise | +9,286 | – | – | 147,540 |
| Jon A. Fosheim Director | Jan 1, 2026 | Option exercise | +11,271 | – | – | 22,092 |
| Nelson Knight President Real Estate & Invest | Dec 17, 2025 | Gift | −840 | – | – | 932,449 |
| Nelson Knight President Real Estate & Invest | Dec 17, 2025 | Gift | −2,100 | – | – | 930,349 |
| Nelson Knight President Real Estate & Invest | Dec 17, 2025 | Gift | −11,000 | – | – | 919,349 |
| Matthew Rash SVP & Chief Legal Officer | Dec 12, 2025 | Tax withholding | −8,940 | $12.12 | $108.35K | 238,443 |
| Karen Catherine Gallagher SVP & Chief Operating Officer | Dec 12, 2025 | Tax withholding | −13,654 | $12.12 | $165.49K | 346,068 |
| Justin G. Knight CEO, Director | Dec 12, 2025 | Tax withholding | −35,426 | $12.12 | $429.36K | 1,934,599 |
| Justin G. Knight CEO, Director | Dec 12, 2025 | Award | +250 | $12.12 | $3.03K | 1,970,025 |
| Nelson Knight President Real Estate & Invest | Dec 12, 2025 | Award | +200 | $12.12 | $2.42K | 948,081 |
| Nelson Knight President Real Estate & Invest | Dec 12, 2025 | Tax withholding | −14,792 | $12.12 | $179.28K | 933,289 |
| Rachel Labrecque SVP & Chief Accounting Officer | Dec 12, 2025 | Tax withholding | −8,940 | $12.12 | $108.35K | 226,093 |
| Rachel Labrecque SVP & Chief Accounting Officer | Dec 12, 2025 | Award | +100 | $12.12 | $1.21K | 235,033 |
| Elizabeth Perkins SVP & Chief Financial Officer | Dec 12, 2025 | Tax withholding | −14,650 | $12.12 | $177.56K | 347,994 |
| Jeanette Clarke SVP Chief Cap. Invest. Officer | Dec 12, 2025 | Tax withholding | −6,213 | $12.12 | $75.30K | 178,953 |
| Glade M. Knight Executive Chairman, Director | Dec 11, 2025 | Buy | +5,000 | $11.91 | $59.55K | 710,344 |
| Blythe J. McGarvie Director | Nov 28, 2025 | Award | +2,418 | $11.89 | $28.75K | 15,935 |
| Glenn W. Bunting Jr Director | Nov 28, 2025 | Award | +2,418 | $11.89 | $28.75K | 67,045 |
| Carolyn B. Handlon Director | Nov 28, 2025 | Award | +2,418 | $11.89 | $28.75K | 29,463 |
| Kristian M. Gathright Director | Nov 28, 2025 | Award | +2,418 | $11.89 | $28.75K | 999,074 |
| Howard E. Woolley Director | Nov 28, 2025 | Award | +2,418 | $11.89 | $28.75K | 33,348 |
| Jon A. Fosheim Director | Nov 28, 2025 | Award | +1,209 | $11.89 | $14.38K | 10,821 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Apple Hospitality REIT's stock actually held short. Settlement fails (shares not delivered on time) peaked at 132,546 shares on Sep 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kristian M. Gathright Director | May 5, 2026 | 7,419 | $100.42K | May 5, 2026 | Board Fee |
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