LSV Asset Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

LSV Asset 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	-1,756,008	Closed	-$31.7M	–	918
2021 Q4	$31.7M	Buy	1,756,008 +1,376	+0.1%	+$18.9K	0.06%	285
2021 Q3	$21.5M	Buy	1,754,632 +90,165	+5%	+$1.02M	0.04%	356
2021 Q2	$16.2M	Sell	1,664,467 -36,830	-2%	-$373K	0.03%	409
2021 Q1	$16.8M	Sell	1,701,297 -12,770	-0.7%	-$109K	0.03%	406
2020 Q4	$12.7M	Sell	1,714,067 -39,800	-2%	-$272K	0.02%	431
2020 Q3	$9.47M	Sell	1,753,867 -54,906	-3%	-$373K	0.02%	435
2020 Q2	$13.7M	Sell	1,808,773 -110,960	-6%	-$805K	0.03%	402
2020 Q1	$13.8M	Sell	1,919,733 -135,364	-7%	-$1.47M	0.03%	356
2019 Q4	$27.4M	Sell	2,055,097 -28,833	-1%	-$398K	0.04%	333
2019 Q3	$30.1M	Sell	2,083,930 -6,175	-0.3%	-$89K	0.05%	309
2019 Q2	$31.2M	Buy	2,090,105 +134,256	+7%	+$2.09M	0.05%	309
2019 Q1	$29M	Buy	1,955,849 +12,400	+0.6%	+$195K	0.05%	313
2018 Q4	$27.3M	Buy	1,943,449 +20,337	+1%	+$318K	0.05%	308
2018 Q3	$33.8M	Buy	1,923,112 +431,764	+29%	+$7.53M	0.05%	304
2018 Q2	$25.3M	Buy	1,491,348 +214,825	+17%	+$3.17M	0.04%	345
2018 Q1	$18.1M	Buy	1,276,523 +50,638	+4%	+$792K	0.03%	399
2017 Q4	$24.8M	Sell	1,225,885 -17,793	-1%	-$366K	0.04%	338
2017 Q3	$23.5M	Buy	1,243,678 +512,312	+70%	+$8.99M	0.04%	340
2017 Q2	$11.5M	Buy	731,366 +360,601	+97%	+$5.45M	0.02%	442
2017 Q1	$4.9M	Buy	370,765 +29,233	+9%	+$402K	0.01%	564
2016 Q4	$5.09M	Buy	341,532 +5,200	+2%	+$69.5K	0.01%	563
2016 Q3	$4.54M	Sell	336,332 -30,300	-8%	-$433K	0.01%	555
2016 Q2	$5.4M	Buy	366,632 +900	+0.2%	+$12K	0.01%	513
2016 Q1	$4.64M	Buy	365,732 +135,818	+59%	+$1.62M	0.01%	518
2015 Q4	$3.01M	Sell	229,914 -171,500	-43%	-$1.98M	0.01%	583
2015 Q3	$4.37M	Buy	401,414 +42,100	+12%	+$448K	0.01%	516
2015 Q2	$3.58M	Buy	359,314 +9,300	+3%	+$102K	0.01%	541
2015 Q1	$3.79M	Buy	350,014 +73,200	+26%	+$742K	0.01%	521
2014 Q4	$2.52M	Buy	+276,814	New	+$2.38M	0.01%	574

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

LSV Asset Management's APTS Position: Q1 2022 in Review

LSV Asset Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 1,756,008 shares — an estimated $31.7M sold.

LSV Asset Management first reported a position in APTS in Q4 2014 and held it in 29 quarters. The position peaked at $33.8M in Q3 2018. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

LSV Asset Management reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
LSV Asset Management sold 1,756,008 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $31.7M.
LSV Asset Management first reported a position in Preferred Apartment Communities, Inc. in Q4 2014 and held it in 29 quarters.
LSV Asset Management's Preferred Apartment Communities, Inc. position peaked at $33.8M in Q3 2018.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on LSV Asset Management's 13F filing for Q1 2022, filed 12 May 2022.