Vanguard Portfolio Management (APLE) discloses 23.9M-share Apple Hospitality REIT stake
Rhea-AI Filing Summary
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.
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Key Figures
Beneficial ownership: 23,996,796 shares
Percent of class: 10.16%
Sole voting power: 91,914 shares
+2 more
5 metrics
Beneficial ownership
23,996,796 shares
Shares of Apple Hospitality REIT common stock beneficially owned by Vanguard Portfolio Management
Percent of class
10.16%
Portion of Apple Hospitality REIT common stock class reported as beneficially owned
Sole voting power
91,914 shares
Apple Hospitality REIT shares over which Vanguard has sole power to vote
Sole dispositive power
23,996,796 shares
Apple Hospitality REIT shares over which Vanguard has sole power to dispose
Shared voting/dispositive power
0
No shared voting or dispositive power reported over Apple Hospitality REIT shares
Key Terms
beneficially owned, dispositive power, sole voting power, Schedule 13G/A, +1 more
5 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"in addition to securities held by clients over which the affiliates indicated above exercise dispositive power"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
sole voting power financial
"Sole Voting Power 91,914.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Schedule 13G/A regulatory
"In accordance with SEC Release No. 34-39538 (January 12, 1998), this reflects the securities"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
percent of class financial
"Percent of class: 10.16 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Apple Hospitality REIT (APLE) does Vanguard Portfolio Management report owning?
Vanguard Portfolio Management reports beneficial ownership of 10.16% of Apple Hospitality REIT’s common stock. This percentage is based on 23,996,796 shares reported as beneficially owned under Schedule 13G/A.
Who has rights to dividends and sale proceeds on Vanguard’s Apple Hospitality REIT (APLE) holdings?
Vanguard states that Vanguard Portfolio Management, investment companies, and other managed accounts have rights to dividends or sale proceeds from the reported securities, and no single other person’s interest exceeds 5% of the class.
Is Vanguard’s Apple Hospitality REIT (APLE) ownership reported as passive or activist?
The position is reported on a Schedule 13G/A, which is typically used for passive beneficial ownership rather than activist intent, indicating a non-controlling, investment-oriented stake in Apple Hospitality REIT.