Apple Hospitality REIT, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 41.01 M | $608.98 M | 100.00% | 17.05% |
| VANGUARD GROUP INC | 11/13/2024 | 35.78 M | $531.27 M | -1.24% | 14.88% |
| STATE STREET CORP | 11/14/2024 | 13.09 M | $195.38 M | 0.12% | 5.44% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 8.72 M | $129.57 M | -2.12% | 3.63% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 7.26 M | $107.83 M | -0.59% | 3.02% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 6.74 M | $100.06 M | 11.94% | 2.80% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 6.48 M | $96.19 M | -7.01% | 2.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 5.76 M | $85.57 M | 1.09% | 2.40% |
| JPMORGAN CHASE & CO | 11/08/2024 | 5.24 M | $77.87 M | 0.36% | 2.18% |
| MACQUARIE GROUP LTD | 11/14/2024 | 4.85 M | $72.08 M | 3.50% | 2.02% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 4.49 M | $66.71 M | 31.77% | 1.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 4.46 M | $66.19 M | 4.28% | 1.85% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 4.14 M | $61.69 M | 0.63% | 1.72% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.33 M | $49.43 M | -1.37% | 1.38% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 3.05 M | $45.30 M | 14.64% | 1.27% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 2.57 M | $38.18 M | 100.00% | 1.07% |
| MORGAN STANLEY | 11/14/2024 | 2.50 M | $37.14 M | 22.09% | 1.04% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 2.48 M | $36.90 M | -3.40% | 1.03% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/14/2024 | 2.10 M | $31.18 M | 10.95% | 0.87% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1.76 M | $26.17 M | -8.25% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.66 M | $24.72 M | -14.76% | 0.69% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.61 M | $21.31 M | -11.07% | 0.67% |
| INVESCO LTD. | 11/12/2024 | 1.47 M | $21.78 M | 19.63% | 0.61% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.06 M | $15.69 M | -17.26% | 0.44% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 929,306 | $13.80 M | -8.15% | 0.39% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10/25/2024 | 917,230 | $13.62 M | -2.00% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 895,140 | $13.29 M | 16.77% | 0.37% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 818,601 | $12.16 M | 14.87% | 0.34% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 817,204 | $12.14 M | 25.63% | 0.34% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 737,457 | $10.95 M | 80.98% | 0.31% |
| RHUMBLINE ADVISERS | 11/12/2024 | 704,568 | $10.46 M | -3.38% | 0.29% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/14/2024 | 653,518 | $9.70 M | -51.19% | 0.27% |
| UBS GROUP AG | 11/14/2024 | 555,965 | $8.26 M | 598.40% | 0.23% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 518,613 | $7.70 M | 4.22% | 0.22% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 482,139 | $7.16 M | -20.29% | 0.20% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 474,999 | $7.05 M | -4.21% | 0.20% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 474,672 | $7.05 M | 29.64% | 0.20% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 469,679 | $6.97 M | -8.11% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 449,410 | $6.67 M | -0.73% | 0.19% |
| BLACKSTONE INC. | 11/14/2024 | 446,900 | $6.64 M | 0.00% | 0.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 423,896 | $6.29 M | -22.77% | 0.18% |
| BARCLAYS PLC | 11/19/2024 | 422,361 | $6.27 M | 118.76% | 0.18% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 417,915 | $6.21 M | 46.91% | 0.17% |
| MASTERTON CAPITAL MANAGEMENT, LP | 11/14/2024 | 402,026 | $5.97 M | 73.05% | 0.17% |
| MYDA ADVISORS LLC | 11/13/2024 | 400,000 | $5.94 M | 0.00% | 0.17% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 11/13/2024 | 399,707 | $5.94 M | -31.15% | 0.17% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 396,728 | $5.89 M | 100.00% | 0.17% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 388,414 | $5.77 M | 0.00% | 0.16% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/30/2024 | 381,730 | $5.67 M | 5.80% | 0.16% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 380,163 | $5.65 M | 3.28% | 0.16% |
Apple Hospitality REIT, Inc.institutional Ownership - FAQ's
During the previous two years, 426 institutional investors and hedge funds held shares of Apple Hospitality REIT, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 41.01 M
VANGUARD GROUP INC: 35.78 M
STATE STREET CORP: 13.09 M
T. Rowe Price Investment Management, Inc.: 8.72 M
FULLER & THALER ASSET MANAGEMENT, INC.: 7.26 M
VICTORY CAPITAL MANAGEMENT INC: 6.74 M
85.47% of Apple Hospitality REIT, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 270.23 M shares in the last 24 months. This purchase volume represents approximately $4.22 B in transactions.