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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 38.71 M | $634.00 M | 0.48% | 16.88% |
| 05/10/2024 | VANGUARD GROUP INC | 35.56 M | $582.40 M | 3.54% | 15.50% |
| 05/15/2024 | STATE STREET CORP | 12.73 M | $209.45 M | -8.01% | 5.55% |
| 05/15/2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.04 M | $148.08 M | -4.72% | 3.73% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.40 M | $121.19 M | 3.54% | 3.23% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 7.30 M | $119.55 M | 3.50% | 3.18% |
| 05/13/2024 | FULLER & THALER ASSET MANAGEMENT, INC. | 7.27 M | $119.15 M | 0.46% | 3.00% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 5.20 M | $85.21 M | 2.57% | 2.27% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 5.14 M | $84.16 M | -1.77% | 2.24% |
| 05/10/2024 | JPMORGAN CHASE & CO | 4.94 M | $80.97 M | -12.48% | 2.16% |
| 05/14/2024 | MACQUARIE GROUP LTD | 4.62 M | $75.71 M | -5.76% | 2.02% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 4.28 M | $70.25 M | 16.92% | 1.87% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.05 M | $66.26 M | -1.53% | 1.76% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 3.22 M | $52.76 M | 5.96% | 1.40% |
| 05/14/2024 | NORTHERN TRUST CORP | 2.93 M | $47.92 M | -3.15% | 1.28% |
| 05/13/2024 | BALYASNY ASSET MANAGEMENT L.P. | 2.63 M | $43.16 M | 15.21% | 1.09% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 2.52 M | $41.26 M | -8.66% | 1.04% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 2.23 M | $36.48 M | 5.77% | 0.97% |
| 05/13/2024 | FMR LLC | 2.14 M | $35.10 M | 25.09% | 0.93% |
| 05/15/2024 | RESOLUTION CAPITAL LTD | 2.09 M | $34.19 M | 3.09% | 0.86% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 1.99 M | $32.60 M | -0.97% | 0.82% |
| 05/15/2024 | MORGAN STANLEY | 1.87 M | $30.66 M | -18.70% | 0.82% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 1.87 M | $30.58 M | -5.29% | 0.81% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 1.79 M | $28.92 M | -0.04% | 0.78% |
| 05/15/2024 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.89 M | $30.97 M | 1.63% | 0.78% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 1.35 M | $22.07 M | 7.45% | 0.59% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 1.09 M | $17.83 M | -24.05% | 0.47% |
| 05/14/2024 | INVESCO LTD. | 1.09 M | $17.80 M | -2.81% | 0.47% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 1.00 M | $16.45 M | -4.49% | 0.44% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 866,500 | $14.19 M | 17.87% | 0.36% |
| 05/15/2024 | SCHONFELD STRATEGIC ADVISORS LLC | 821,143 | $13.45 M | 100.00% | 0.34% |
| 05/15/2024 | TUDOR INVESTMENT CORP ET AL | 751,558 | $12.31 M | 290.40% | 0.31% |
| 05/09/2024 | RHUMBLINE ADVISERS | 698,793 | $11.45 M | -0.43% | 0.30% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 615,157 | $10.08 M | 88.71% | 0.27% |
| 05/15/2024 | KENNEDY CAPITAL MANAGEMENT LLC | 638,365 | $10.46 M | -5.35% | 0.26% |
| 04/15/2024 | SOUND INCOME STRATEGIES, LLC | 617,922 | $10.12 M | 13.62% | 0.25% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 554,905 | $9.09 M | -21.09% | 0.23% |
| 05/15/2024 | ALYESKA INVESTMENT GROUP, L.P. | 528,407 | $8.66 M | 100.00% | 0.22% |
| 05/10/2024 | MACKENZIE FINANCIAL CORP | 525,625 | $8.61 M | 1.60% | 0.22% |
| 05/13/2024 | STRS OHIO | 465,600 | $7.63 M | 166.06% | 0.20% |
| 05/13/2024 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 447,979 | $7.34 M | 5.48% | 0.20% |
| 05/07/2024 | SWISS NATIONAL BANK | 428,410 | $7.02 M | 0.00% | 0.19% |
| 05/09/2024 | EAGLE ASSET MANAGEMENT INC | 450,700 | $7.35 M | -1.45% | 0.19% |
| 05/15/2024 | BLACKSTONE INC. | 446,900 | $7.32 M | 0.00% | 0.18% |
| 05/07/2024 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 446,784 | $7.32 M | 100.00% | 0.18% |
| 05/14/2024 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 436,158 | $7.14 M | -1.23% | 0.18% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 411,302 | $6.74 M | -1.83% | 0.18% |
| 04/12/2024 | MILLER HOWARD INVESTMENTS INC /NY | 399,840 | $6.55 M | 0.03% | 0.16% |
| 04/11/2024 | CONGRESS ASSET MANAGEMENT CO /MA | 393,772 | $6.45 M | 0.95% | 0.16% |
| 05/02/2024 | STATE OF NEW JERSEY COMMON PENSION FUND D | 366,475 | $6.00 M | 6.95% | 0.15% |
A. During the previous two years, 442 institutional investors and hedge funds held shares of Apple Hospitality REIT, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 38.71 M
VANGUARD GROUP INC: 35.56 M
STATE STREET CORP: 12.73 M
T. Rowe Price Investment Management, Inc.: 9.04 M
PRICE T ROWE ASSOCIATES INC /MD/: 7.4 M
PRINCIPAL FINANCIAL GROUP INC: 7.3 M
A. 84.57% of Apple Hospitality REIT, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 312.31 M shares in the last 24 months. This purchase volume represents approximately $4.46 B in transactions.
