Funds holding Apple Hospitality REIT Inc
ISIN US03784Y2000 · United States · LEI 549300EVZAR0FBZO4F16
- Fund holders
- 285
- Of which ETFs
- 79 206 other funds
- Value held
- 1.3B $ 7.9M SEK
- Share of capital
- 44.9 % of 236.1M shares on Jul 27, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares Ultra Russell2000 ProShares Trust | 13,872 | 170.1K $ | 0.06 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 13,826 | 169.5K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 13,381 | 164.1K $ | 0.69 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 13,056 | 160.1K $ | 0.20 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 12,790 | 147.2K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 11,636 | 133.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 10,905 | 146.9K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 10,800 | 145.5K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 10,791 | 124.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 10,334 | 126.7K $ | 0.29 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 10,313 | 118.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 9,974 | 134.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 9,711 | 119.1K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 9,464 | 108.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 9,313 | 107.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 9,027 | 121.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,303 | 101.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 8,157 | 100K $ | 0.19 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 7,979 | 91.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 7,880 | 106.1K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 7,776 | 89.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 7,486 | 100.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,289 | 83.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 7,261 | 97.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AdvisorShares Hotel ETF AdvisorShares Trust | 7,199 | 82.9K $ | 4.85 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 7,187 | 88.1K $ | 0.35 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Ireit - Marketvector Quality Reit Index ETF Tidal Trust II | 7,073 | 95.3K $ | 3.60 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 6,800 | 78.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 6,691 | 90.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS | 6,290 | 77.1K $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 6,138 | 70.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 6,100 | 70.2K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 6,047 | 74.1K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 5,911 | 68K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,672 | 65.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 5,541 | 63.8K $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 5,337 | 61.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 5,310 | 61.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,698 | 63.3K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 VT Real Estate Portfolio EQ Advisors Trust | 4,544 | 52.3K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 4,338 | 58.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,788 | 51K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 3,756 | 50.6K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/T. Rowe Price Balanced Fund JNL Series Trust | 3,438 | 39.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,340 | 38.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II | 3,082 | 41.5K $ | 1.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,947 | 33.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,807 | 34.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 2,602 | 29.9K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 2,525 | 34K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 2,447 | 30K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 2,411 | 29.6K $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 2,000 | 23K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,927 | 26K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 1,927 | 22.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,880 | 25.3K $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 1,702 | 19.6K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Variable Trust | 1,581 | 18.2K $ | 0.53 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 1,505 | 20.3K $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 1,478 | 17K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Environmentally Aware Real Estate ETF iShares Trust | 1,420 | 19.1K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 1,382 | 15.9K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 1,361 | 15.7K $ | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 1,320 | 15.2K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,296 | 14.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,234 | 14.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,138 | 15.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 1,120 | 13.7K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 1,098 | 12.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 866 | 10K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 749 | 8.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 721 | 8.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 718 | 8.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 605 | 7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 566 | 6.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 512 | 5.9K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 409 | 5.5K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 400 | 4.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 307 | 3.5K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 230 | 2.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 111 | 1.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 69 | 845.9 $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 58 | 667.6 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 31 | 417.6 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AdvisorShares Hotel ETF AdvisorShares Trust | 4.85 % | as of Mar 31, 2026 ↗ |
| Global X SuperDividend REIT ETF GLOBAL X FUNDS | 3.63 % | as of Apr 30, 2026 ↗ |
| Ireit - Marketvector Quality Reit Index ETF Tidal Trust II | 3.60 % | as of Apr 30, 2026 ↗ |
| Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 3.26 % | as of Feb 28, 2026 ↗ |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | 2.56 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 2.34 % | as of Feb 28, 2026 ↗ |
| ALPS REIT Dividend Dogs ETF ALPS ETF TRUST | 2.09 % | as of Feb 28, 2026 ↗ |
| SRH REIT Covered Call ETF Elevation Series Trust | 1.99 % | as of Apr 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 1.53 % | as of Mar 31, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 1.49 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 284 | +4 | 105,918,370 | +0.1 % |
| 2026Q1 | 280 | -21 | 105,778,881 | -3.4 % |
| 2025Q4 | 301 | -8 | 109,471,240 | -4.5 % |
| 2025Q3 | 309 | -12 | 114,668,477 | -3.7 % |
| 2025Q2 | 321 | +20 | 119,028,405 | -3.3 % |
| 2025Q1 | 301 | -26 | 123,066,673 | -0.9 % |
| 2024Q4 | 327 | -3 | 124,153,679 | +1.4 % |
| 2024Q3 | 330 | +2 | 122,384,005 | -0.7 % |
| 2024Q2 | 328 | +5 | 123,233,226 | +9.5 % |
| 2024Q1 | 323 | -16 | 112,525,332 | -10.3 % |
| 2023Q4 | 339 | 125,422,786 |
Institutional managers
338 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 39,919,099 | 459.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,773,895 | 148M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 7,404,409 | 85.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 6,222,763 | 71.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 6,033,370 | 69.4M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 5,675,994 | 65.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 5,158,250 | 59.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,907,548 | 56.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 4,870,902 | 56.1M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,634,156 | 53.3K $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 4,401,520 | 50.7M $ | as of Mar 31, 2026 |
| Centerbridge Partners, L.P. | 4,229,785 | 48.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,254,332 | 37.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,907,006 | 33.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,605,487 | 30M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 2,576,953 | 29.7K $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 2,208,912 | 25.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,049,081 | 23.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,760,088 | 20.3M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,600,000 | 18.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,534,394 | 17.7M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,509,679 | 17.4M $ | as of Mar 31, 2026 |
| RUSH ISLAND MANAGEMENT, LP | 1,489,435 | 17.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,484,562 | 17.1M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,289,729 | 14.8M $ | as of Mar 31, 2026 |
Declared shareholders of Apple Hospitality REIT Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 9.39 % | 22,148,243 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Apple Hospitality REIT Inc". https://titelia.com/en/stocks/apple-hospitality-reit-inc-US03784Y2000