AG
APTS

Aperio Group’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Aperio Group’s Portfolio APTS Stock Details APTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$148K Sell
20,031
-4,472
-18% -$30.6K ﹤0.01% 2356
2020
Q3 		$132K Buy
24,503
+3,966
+19% +$27K ﹤0.01% 2294
2020
Q2 		$156K Sell
20,537
-23,081
-53% -$168K ﹤0.01% 2223
2020
Q1 		$313K Buy
43,618
+7,267
+20% +$78.9K ﹤0.01% 1880
2019
Q4 		$484K Buy
36,351
+5,248
+17% +$72.4K ﹤0.01% 1817
2019
Q3 		$449K Sell
31,103
-7,446
-19% -$107K ﹤0.01% 1817
2019
Q2 		$576K Sell
38,549
-233
-0.6% -$3.63K ﹤0.01% 1702
2019
Q1 		$575K Buy
38,782
+7,507
+24% +$118K ﹤0.01% 1666
2018
Q4 		$440K Sell
31,275
-9,854
-24% -$154K ﹤0.01% 1758
2018
Q3 		$723K Buy
41,129
+641
+2% +$11.2K ﹤0.01% 1577
2018
Q2 		$688K Sell
40,488
-21
-0.1% -$309 ﹤0.01% 1590
2018
Q1 		$575K Sell
40,509
-15,920
-28% -$249K ﹤0.01% 1627
2017
Q4 		$1.14M Buy
56,429
+6,280
+13% +$129K 0.01% 1228
2017
Q3 		$947K Buy
50,149
+5,979
+14% +$105K 0.01% 1304
2017
Q2 		$696K Buy
44,170
+27,300
+162% +$413K ﹤0.01% 1443
2017
Q1 		$223K Buy
+16,870
New +$232K ﹤0.01% 1987

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's APTS Position: Q4 2020 in Review

Aperio Group reduced its Preferred Apartment Communities, Inc. (APTS) stake by 18% in Q4 2020, selling an estimated $30.6K and leaving 20,031 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Aperio Group first reported a position in APTS in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2017. 165 funds tracked by Wall St. Rank hold APTS as of Q4 2020.

  • Aperio Group held 20,031 shares of Preferred Apartment Communities, Inc. worth $148K as of Q4 2020.
  • Aperio Group sold 4,472 Preferred Apartment Communities, Inc. shares in Q4 2020, an estimated $30.6K.
  • Preferred Apartment Communities, Inc. made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2356 holding.
  • Aperio Group first reported a position in Preferred Apartment Communities, Inc. in Q1 2017 and has held it in 16 quarters since.
  • Aperio Group's Preferred Apartment Communities, Inc. position peaked at $1.14M in Q4 2017.
  • 165 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.