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

KCM 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	-208,035	Closed	-$3.76M	–	435
2021 Q4	$3.76M	Sell	208,035 -9,290	-4%	-$128K	0.13%	122
2021 Q3	$2.66M	Sell	217,325 -15,350	-7%	-$174K	0.11%	145
2021 Q2	$2.27M	Sell	232,675 -5,750	-2%	-$58.3K	0.09%	150
2021 Q1	$2.35M	Sell	238,425 -15,350	-6%	-$131K	0.1%	142
2020 Q4	$1.88M	Sell	253,775 -41,500	-14%	-$284K	0.09%	147
2020 Q3	$1.59M	Sell	295,275 -117,329	-28%	-$798K	0.09%	141
2020 Q2	$3.14M	Sell	412,604 -58,690	-12%	-$426K	0.18%	107
2020 Q1	$3.38M	Sell	471,294 -56,147	-11%	-$609K	0.23%	88
2019 Q4	$7.03M	Buy	527,441 +16,361	+3%	+$226K	0.38%	72
2019 Q3	$7.38M	Buy	511,080 +21,405	+4%	+$308K	0.43%	67
2019 Q2	$7.32M	Buy	489,675 +12,630	+3%	+$197K	0.44%	67
2019 Q1	$7.07M	Buy	477,045 +17,925	+4%	+$282K	0.46%	64
2018 Q4	$6.46M	Sell	459,120 -4,500	-1%	-$70.3K	0.43%	61
2018 Q3	$8.15M	Buy	463,620 +9,550	+2%	+$167K	0.47%	55
2018 Q2	$7.71M	Buy	454,070 +50,950	+13%	+$751K	0.47%	52
2018 Q1	$5.72M	Buy	403,120 +85,700	+27%	+$1.34M	0.35%	77
2017 Q4	$6.43M	Buy	317,420 +18,550	+6%	+$382K	0.38%	69
2017 Q3	$5.64M	Buy	298,870 +8,870	+3%	+$156K	0.34%	76
2017 Q2	$4.57M	Buy	290,000 +11,050	+4%	+$167K	0.29%	92
2017 Q1	$3.69M	Buy	278,950 +30,050	+12%	+$413K	0.24%	113
2016 Q4	$3.71M	Buy	248,900 +1,750	+0.7%	+$23.4K	0.25%	110
2016 Q3	$3.34M	Buy	247,150 +3,750	+2%	+$53.6K	0.23%	111
2016 Q2	$3.58M	Sell	243,400 -5,750	-2%	-$76.9K	0.25%	112
2016 Q1	$3.16M	Buy	249,150 +8,550	+4%	+$102K	0.23%	115
2015 Q4	$3.15M	Buy	240,600 +4,500	+2%	+$52K	0.25%	118
2015 Q3	$2.57M	Buy	236,100 +13,432	+6%	+$143K	0.21%	131
2015 Q2	$2.22M	Buy	222,668 +14,220	+7%	+$155K	0.18%	157
2015 Q1	$2.25M	Buy	208,448 +22,024	+12%	+$223K	0.18%	151
2014 Q4	$1.7M	Buy	186,424 +18,774	+11%	+$162K	0.14%	182
2014 Q3	$1.4M	Buy	+167,650	New	+$1.47M	0.13%	199

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

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

KCM Investment Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 208,035 shares — an estimated $3.76M sold.

KCM Investment Advisors first reported a position in APTS in Q3 2014 and held it in 30 quarters. The position peaked at $8.15M in Q3 2018. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

KCM Investment Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
KCM Investment Advisors sold 208,035 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $3.76M.
KCM Investment Advisors first reported a position in Preferred Apartment Communities, Inc. in Q3 2014 and held it in 30 quarters.
KCM Investment Advisors's Preferred Apartment Communities, Inc. position peaked at $8.15M in Q3 2018.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.