Belpointe Asset Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Belpointe Asset Management’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
2021 Q4	–	Sell	-25,182	Closed	-$308K	–	1272
2021 Q3	$308K	Sell	25,182 -9,444	-27%	-$107K	0.02%	671
2021 Q2	$337K	Sell	34,626 -29,557	-46%	-$300K	0.02%	637
2021 Q1	$632K	Sell	64,183 -31,542	-33%	-$268K	0.05%	349
2020 Q4	$709K	Buy	95,725 +58,325	+156%	+$398K	0.06%	326
2020 Q3	$202K	Sell	37,400 -70,394	-65%	-$479K	0.02%	546
2020 Q2	$819K	Sell	107,794 -103,931	-49%	-$754K	0.11%	205
2020 Q1	$1.52M	Buy	211,725 +176,100	+494%	+$1.91M	0.27%	81
2019 Q4	$474K	Sell	35,625 -51,891	-59%	-$716K	0.06%	330
2019 Q3	$1.26M	Buy	+87,516	New	+$1.26M	0.2%	119

Other funds holding APTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Belpointe Asset Management's APTS Position: Q4 2021 in Review

Belpointe Asset Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2021, closing a stake of 25,182 shares — an estimated $308K sold.

Belpointe Asset Management first reported a position in APTS in Q3 2019 and held it in 9 quarters. The position peaked at $1.52M in Q1 2020. 181 funds tracked by Wall St. Rank hold APTS as of Q4 2021.

Belpointe Asset Management reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2021 after selling out during the quarter.
Belpointe Asset Management sold 25,182 Preferred Apartment Communities, Inc. shares in Q4 2021, an estimated $308K.
Belpointe Asset Management first reported a position in Preferred Apartment Communities, Inc. in Q3 2019 and held it in 9 quarters.
Belpointe Asset Management's Preferred Apartment Communities, Inc. position peaked at $1.52M in Q1 2020.
181 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2021.

Based on Belpointe Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.