Foundations Investment Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Foundations Investment Advisors’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	-13,337	Closed	-$232K	–	374
2021 Q4	$232K	Hold	13,337	–	–	0.01%	312
2021 Q3	$166K	Hold	13,337	–	–	0.01%	305
2021 Q2	$136K	Buy	+13,337	New	+$135K	0.01%	295

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

Foundations Investment Advisors's APTS Position: Q1 2022 in Review

Foundations Investment Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 13,337 shares — an estimated $232K sold.

Foundations Investment Advisors first reported a position in APTS in Q2 2021 and held it in 3 quarters. The position peaked at $232K in Q4 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Foundations Investment Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Foundations Investment Advisors sold 13,337 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $232K.
Foundations Investment Advisors first reported a position in Preferred Apartment Communities, Inc. in Q2 2021 and held it in 3 quarters.
Foundations Investment Advisors's Preferred Apartment Communities, Inc. position peaked at $232K in Q4 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Foundations Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.