Geneos Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Geneos Wealth 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
2022 Q1	–	Sell	-925	Closed	-$16K	–	3062
2021 Q4	$16K	Sell	925 -6,075	-87%	-$83.4K	﹤0.01%	2007
2021 Q3	$87K	Hold	7,000	–	–	﹤0.01%	1226
2021 Q2	$69K	Hold	7,000	–	–	﹤0.01%	1335
2021 Q1	$71K	Hold	7,000	–	–	﹤0.01%	1450
2020 Q4	$69K	Hold	7,000	–	–	﹤0.01%	1305
2020 Q3	$37K	Hold	7,000	–	–	﹤0.01%	1381
2020 Q2	$51K	Hold	7,000	–	–	﹤0.01%	1207
2020 Q1	$52K	Buy	7,000 +2,000	+40%	+$21.7K	﹤0.01%	1101
2019 Q4	$65K	Hold	5,000	–	–	﹤0.01%	1135
2019 Q3	$72K	Hold	5,000	–	–	﹤0.01%	1020
2019 Q2	$74K	Hold	5,000	–	–	﹤0.01%	1020
2019 Q1	$74K	Hold	5,000	–	–	﹤0.01%	980
2018 Q4	$70K	Buy	5,000 +1,580	+46%	+$24.7K	0.01%	961
2018 Q3	$60K	Hold	3,420	–	–	﹤0.01%	1088
2018 Q2	$58K	Hold	3,420	–	–	﹤0.01%	980
2018 Q1	$48K	Buy	3,420 +2,420	+242%	+$37.8K	﹤0.01%	1016
2017 Q4	$20K	Hold	1,000	–	–	﹤0.01%	1389
2017 Q3	$18K	Hold	1,000	–	–	﹤0.01%	1378
2017 Q2	$15K	Buy	+1,000	New	+$15.1K	﹤0.01%	1395

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

Geneos Wealth Management's APTS Position: Q1 2022 in Review

Geneos Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 925 shares — an estimated $16K sold.

Geneos Wealth Management first reported a position in APTS in Q2 2017 and held it in 19 quarters. The position peaked at $87K in Q3 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Geneos Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 925 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $16K.
Geneos Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q2 2017 and held it in 19 quarters.
Geneos Wealth Management's Preferred Apartment Communities, Inc. position peaked at $87K in Q3 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.