As of the latest SEC filings, Apple Hospitality REIT, Inc. (APLE) is held by 288 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $152,032,747.03 in market value, representing 0.17% of its portfolio.
Funds holding Apple Hospitality REIT, Inc. (APLE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APLE
- CIK:
- 0001418121
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $152,032,747.03 | 13,208,753 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.16% | $112,400,778.69 | 8,344,527 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $78,309,585.63 | 6,803,613 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.64% | $72,099,180.97 | 6,264,047 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.09% | $64,822,409.34 | 5,631,834 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $56,343,049.89 | 4,895,139 | Mar 31, 2026 | May 28, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 0.94% | $41,781,300.00 | 3,630,000 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $35,842,750.03 | 3,114,053 | Mar 31, 2026 | May 28, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 0.90% | $32,775,945.30 | 2,673,405 | Feb 27, 2026 | Apr 23, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.09% | $30,365,649.99 | 2,254,317 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $28,226,019.04 | 2,452,304 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.33% | $24,719,612.64 | 2,147,664 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.17% | $22,898,811.21 | 1,989,471 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.18% | $22,448,689.64 | 1,950,364 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.19% | $19,947,453.60 | 1,480,880 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.19% | $18,638,289.52 | 1,520,252 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.18% | $16,913,162.32 | 1,469,432 | Mar 31, 2026 | May 28, 2026 |
|
PRAFX
T. Rowe Price Real Assets Fund, Inc.
|
MF | T. Rowe Price | 0.15% | $16,185,695.79 | 1,406,229 | Mar 31, 2026 | May 28, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 0.88% | $15,318,083.50 | 1,330,850 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.22% | $15,216,277.74 | 1,129,642 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $14,477,784.96 | 1,180,896 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.09% | $13,606,711.96 | 1,109,846 | Feb 28, 2026 | Apr 28, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.33% | $13,262,098.24 | 1,152,224 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.06% | $13,108,600.42 | 1,069,217 | Feb 28, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.15% | $11,676,900.54 | 866,882 | Apr 30, 2026 | Jun 24, 2026 |
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