Homrich & Berg’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Homrich & Berg’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 Q3	$766K	Hold	62,645	–	–	0.02%	247
2021 Q2	$611K	Sell	62,645 -500	-0.8%	-$5.07K	0.01%	272
2021 Q1	$622K	Buy	63,145 +500	+0.8%	+$4.25K	0.02%	253
2020 Q4	$464K	Hold	62,645	–	–	0.01%	280
2020 Q3	$338K	Hold	62,645	–	–	0.01%	257
2020 Q2	$476K	Sell	62,645 -26	-0%	-$189	0.02%	210
2020 Q1	$450K	Buy	62,671 +26	+0%	+$282	0.03%	202
2019 Q4	$834K	Buy	62,645 +24,896	+66%	+$344K	0.04%	173
2019 Q3	$545K	Hold	37,749	–	–	0.03%	210
2019 Q2	$564K	Sell	37,749 -12,444	-25%	-$194K	0.03%	211
2019 Q1	$744K	Buy	+50,193	New	+$790K	0.04%	167
2018 Q1	–	Sell	-30,000	Closed	-$608K	–	361
2017 Q4	$608K	Buy	+30,000	New	+$617K	0.04%	185

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Homrich & Berg's APTS Position: Q3 2021 in Review

Homrich & Berg held its Preferred Apartment Communities, Inc. (APTS) position steady in Q3 2021 at 62,645 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #247.

Homrich & Berg first reported a position in APTS in Q4 2017 and has held it in 12 quarters since. The position peaked at $834K in Q4 2019. 173 funds tracked by Wall St. Rank hold APTS as of Q3 2021.

Homrich & Berg held 62,645 shares of Preferred Apartment Communities, Inc. worth $766K as of Q3 2021.
Homrich & Berg left its Preferred Apartment Communities, Inc. share count unchanged in Q3 2021.
Preferred Apartment Communities, Inc. made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #247 holding.
Homrich & Berg first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and has held it in 12 quarters since.
Homrich & Berg's Preferred Apartment Communities, Inc. position peaked at $834K in Q4 2019.
173 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.