Welcome to our dedicated page for Apple Hospitality REIT SEC filings (Ticker: APLE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Apple Hospitality REIT filings document formal disclosures for a lodging-focused REIT, including 8-K reports on operating results, Regulation FD investor presentations, hotel operating statistics and material corporate events. The company’s filings describe its common shares, REIT qualification and taxation considerations, hotel portfolio performance, non-GAAP measures and risks associated with forward-looking information.
Proxy and governance filings cover annual meeting matters, director elections, executive compensation, equity awards and board composition. Other filings record REIT tax disclosures, acquisition-related updates, results releases and exhibits that summarize portfolio metrics such as occupancy, average daily rate, RevPAR, Adjusted EBITDAre and modified funds from operations.
Vanguard Portfolio Management LLC and certain affiliates report passive ownership of Apple Hospitality REIT Inc common stock on a Schedule 13G/A.
They report 23,996,796 shares beneficially owned, representing 10.16% of the outstanding common stock. Vanguard has sole voting power over 91,914 shares and sole dispositive power over 23,996,796 shares, with no shared voting or dispositive power reported. Vanguard notes that various investment companies and managed accounts have the right to receive dividends and sale proceeds, but no single other person’s interest exceeds 5% of the class.
Apple Hospitality REIT, Inc. reported solid operating results for the quarter ended June 30, 2026. Total revenue rose to $402.6 million, up 4.7% year over year, driven by higher room demand and pricing. Comparable Hotels achieved RevPAR of $136.17, up 5.3%, with ADR of $169.90 and occupancy of 80.1%. Adjusted Hotel EBITDA increased 8.7% to $153.3 million. Net income per share was $0.28 for the quarter and $0.40 for the first half of 2026, with six‑month net income of $94.8 million, similar to 2025.
At June 30, 2026, the company owned 216 hotels with 29,459 rooms and total assets of about $4.9 billion, funded by approximately $1.5 billion of debt and $3.14 billion of shareholders’ equity. About 59% of total debt was effectively fixed-rate via interest rate swaps, with a weighted‑average interest rate of 4.76%. The unsecured revolving credit facility had $46 million drawn and roughly $602 million available. The company paid $0.48 per share in common distributions in the first half of 2026 and continues to maintain a $500 million at‑the‑market equity program and a $242.5 million share repurchase authorization. Growth initiatives include a $65.5 million contract to acquire an under‑development AC Hotel in Anchorage and a $143.7 million dual‑branded AC Hotel/Residence Inn development in Las Vegas.
Apple Hospitality REIT, Inc. reported stronger results for the quarter ended June 30, 2026. Second‑quarter net income was $67,077 (in thousands), up 5.4% from $63,648, with basic and diluted EPS of $0.28 versus $0.27. Adjusted EBITDAre increased 7.5% to $144,508 (in thousands), while Modified funds from operations were $123,370 (in thousands), or $0.52 per share, up from $113,207, or $0.48.
Hotel performance improved across the portfolio. Actual RevPAR rose 5.9% to $136.13, driven by ADR of $169.87, up 3.9%, and occupancy increasing to 80.1% from 78.6%. Comparable Hotels Adjusted Hotel EBITDA grew 9.7% to $153,369 (in thousands), with margin expanding 120 basis points to 38.1%.
For the first half of 2026, net income was $94,776 (in thousands), essentially flat year over year, while Adjusted EBITDAre rose to $245,105 (in thousands). The company ended June 30, 2026 with total debt outstanding of $1,507,742 (in thousands), cash and cash equivalents of $10,154 (in thousands), and net debt at 27.4% of total capitalization. Full‑year 2026 guidance targets net income of $152–$180 million and Adjusted EBITDAre of $453–$476 million, with Comparable Hotels RevPAR expected to increase 2.25%–4.25%.
Apple Hospitality REIT, Inc. amended and restated its unsecured credit facilities, increasing total borrowing capacity under its Main Credit Facility to approximately $1.3 billion and extending key maturities. The revolving credit facility now totals $700 million, with term loans of $275 million and $300 million maturing in 2031 and 2032.
The company also upsized its separate Seven-Year Term Loan from $130 million to $160 million with a new 2033 maturity and accordion capacity to $300 million, using the incremental proceeds to repay revolving and secured debt. Across facilities, an accordion feature permits total commitments up to $1.75 billion. After these refinancing steps, there are no significant debt maturities until 2029, the weighted average debt maturity is nearly five years, and there are no outstanding borrowings under the revolver, supporting liquidity for Apple Hospitality’s 216-hotel, approximately 29,500-room portfolio.
Apple Hospitality REIT furnished an updated investor presentation highlighting steady growth and a conservative balance sheet. For the three months ended March 31, 2026, Comparable Hotels revenue was $336.9 million, up 4.3% year over year, with RevPAR increasing 2.2% to $114.61 on 72.8% occupancy and essentially flat ADR.
Comparable Hotels Adjusted Hotel EBITDA rose to $108.4 million with a 32.2% margin, while MFFO reached $80.3 million, or $0.34 per share. The presentation notes 216 hotels, net debt of $1.6 billion at 37% of total capitalization and 3.4x net debt to EBITDA, an annualized common distribution rate of $0.96 per share (about a 6.1% yield at a $15.86 share price), and 2026 estimated capital expenditures of $80–90 million.
Apple Hospitality REIT, Inc. reported a leadership change in its finance function. On June 10, 2026, Senior Vice President and Chief Financial Officer Elizabeth S. Perkins was appointed as the company’s principal accounting officer, consolidating both roles under her responsibility.
Perkins succeeds Rachel Labrecque, who served as principal accounting officer and passed away on June 9, 2026. The company notes there is no arrangement or understanding with other persons regarding Perkins’ appointment, no related‑party transactions requiring disclosure, no family relationships with directors or executives, and no changes to compensation plans or arrangements for her as a result of this new role.
Apple Hospitality REIT director Jon A. Fosheim reported equity compensation and related holdings updates. He received a grant of 2,068 common shares at $14.69 per share as the equity component of his quarterly retainer for serving on the Board of Directors. After this grant, he directly holds 11,680 common shares.
He also acquired 229 Deferred Stock Units and had 449 additional Deferred Stock Units credited pursuant to dividend equivalent rights on previously awarded units, all valued at $14.69 per unit. Each Deferred Stock Unit is economically equivalent to one common share, and total Deferred Stock Units credited to him under the company’s deferral program now stand at 28,154. Separately, 61,294.934 common shares are held indirectly through a family trust, for which he and his spouse are co‑trustees and beneficiaries.
MCGARVIE BLYTHE J reported acquisition or exercise transactions in this Form 4 filing.
Apple Hospitality REIT, Inc. director Blythe J. McGarvie received a quarterly equity retainer of 2,297 common shares on May 29, 2026 at a per-share value of $14.69, equal to the company’s New York Stock Exchange closing price that day.
Following this grant, she directly holds 15,935 common shares and indirectly holds 56,855 common shares through a trust, to which 2,297 shares were transferred. She serves as both trustee and beneficiary of the trust, so the filing reports these as indirect holdings associated with her board service.
Bunting Glenn W Jr reported acquisition or exercise transactions in this Form 4 filing.
Apple Hospitality REIT, Inc. director Glenn W. Bunting Jr received 2,297 Common Shares as a quarterly equity component of his retainer for serving on the Board of Directors. The per-share value of this grant was $14.69, matching the Company’s common share closing price on the New York Stock Exchange on May 29, 2026.
After this award, he directly holds 71,687 Common Shares and indirectly holds 10,549 Common Shares through his spouse.
Hugh Redd reported acquisition or exercise transactions in this Form 4 filing.
Apple Hospitality REIT, Inc. director Hugh Redd reported updates to his equity holdings. On May 29, 2026, he received a grant of 2,297 Deferred Stock Units at $14.69 per unit as a compensation-related award tied to the company’s 2024 Omnibus Incentive Plan and Non-Employee Director Deferral Program. An additional 442 Deferred Stock Units were credited based on dividend equivalent rights on previously awarded units.
Each Deferred Stock Unit is economically equivalent to one share of common stock and is generally payable at the time elected under the deferral plan or upon death, disability, or a change in control. Following these transactions, Redd holds 29,808 Deferred Stock Units and 147,540 common shares directly.