NGA
APTS

Naples Global Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Naples Global 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
2021
Q2 		– Sell
-11,840
Closed -$117K – 383
2021
Q1 		$117K Sell
11,840
-4,100
-26% -$34.9K 0.02% 368
2020
Q4 		$118K Sell
15,940
-37,875
-70% -$259K 0.02% 350
2020
Q3 		$291K Sell
53,815
-5,275
-9% -$35.9K 0.06% 287
2020
Q2 		$449K Sell
59,090
-9,780
-14% -$71K 0.1% 224
2020
Q1 		$494K Buy
68,870
+6,075
+10% +$65.9K 0.13% 197
2019
Q4 		$836K Sell
62,795
-5,130
-8% -$70.8K 0.18% 170
2019
Q3 		$982K Buy
67,925
+16,300
+32% +$235K 0.23% 140
2019
Q2 		$772K Buy
51,625
+36,100
+233% +$562K 0.19% 164
2019
Q1 		$230K Buy
+15,525
New +$244K 0.06% 276

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naples Global Advisors's APTS Position: Q2 2021 in Review

Naples Global Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2021, closing a stake of 11,840 shares — an estimated $117K sold.

Naples Global Advisors first reported a position in APTS in Q1 2019 and held it in 9 quarters. The position peaked at $982K in Q3 2019. 169 funds tracked by Wall St. Rank hold APTS as of Q2 2021.

  • Naples Global Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2021 after selling out during the quarter.
  • Naples Global Advisors sold 11,840 Preferred Apartment Communities, Inc. shares in Q2 2021, an estimated $117K.
  • Naples Global Advisors first reported a position in Preferred Apartment Communities, Inc. in Q1 2019 and held it in 9 quarters.
  • Naples Global Advisors's Preferred Apartment Communities, Inc. position peaked at $982K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2021.

Based on Naples Global Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.