Creative Planning’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Creative Planning’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
2022 Q1	–	Sell	-169,166	Closed	-$3.06M	–	2474
2021 Q4	$3.06M	Sell	169,166 -4,827	-3%	-$66.3K	﹤0.01%	563
2021 Q3	$2.13M	Buy	173,993 +40,732	+31%	+$461K	﹤0.01%	670
2021 Q2	$1.3M	Sell	133,261 -6,500	-5%	-$65.9K	﹤0.01%	827
2021 Q1	$1.38M	Buy	139,761 +93,477	+202%	+$796K	﹤0.01%	883
2020 Q4	$343K	Hold	46,284	–	–	﹤0.01%	1539
2020 Q3	$250K	Buy	46,284 +31,038	+204%	+$211K	﹤0.01%	1547
2020 Q2	$116K	Buy	+15,246	New	+$111K	﹤0.01%	1636
2018 Q2	–	Sell	-18,375	Closed	-$261K	–	2199
2018 Q1	$261K	Buy	+18,375	New	+$287K	﹤0.01%	1433
2017 Q3	–	Sell	-1,019	Closed	-$16K	–	4032
2017 Q2	$16K	Buy	1,019 +769	+308%	+$11.6K	﹤0.01%	3338
2017 Q1	$3K	Sell	250 -500	-67%	-$6.87K	﹤0.01%	4205
2016 Q4	$11K	Buy	750 +500	+200%	+$6.68K	﹤0.01%	3514
2016 Q3	$3K	Hold	250	–	–	﹤0.01%	4155
2016 Q2	$4K	Buy	+250	New	+$3.34K	﹤0.01%	3800
2015 Q1	–	Sell	-300	Closed	-$3K	–	4467
2014 Q4	$3K	Buy	+300	New	+$2.58K	﹤0.01%	3742

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

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

SRC

Samson Rock Capital London, United Kingdom $45.6M AUM 86.17% 1-Year Est. Return

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

Creative Planning's APTS Position: Q1 2022 in Review

Creative Planning sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 169,166 shares — an estimated $3.06M sold.

Creative Planning first reported a position in APTS in Q4 2014 and held it in 14 quarters. The position peaked at $3.06M in Q4 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Creative Planning reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 169,166 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $3.06M.
Creative Planning first reported a position in Preferred Apartment Communities, Inc. in Q4 2014 and held it in 14 quarters.
Creative Planning's Preferred Apartment Communities, Inc. position peaked at $3.06M in Q4 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.