Next Financial Group’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Next Financial Group’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 Q4	$56K	Buy	3,100 +500	+19%	+$6.86K	﹤0.01%	1429
2021 Q3	$32K	Buy	+2,600	New	+$29.4K	﹤0.01%	1615
2019 Q3	–	Sell	-1,500	Closed	-$21.6K	–	2470
2019 Q2	$22K	Buy	+1,500	New	+$23.3K	﹤0.01%	1439
2016 Q2	–	Sell	-600	Closed	-$7K	–	1874
2016 Q1	$7K	Hold	600	–	–	﹤0.01%	1300
2015 Q4	$7K	Hold	600	–	–	﹤0.01%	1309
2015 Q3	$6K	Hold	600	–	–	﹤0.01%	1389
2015 Q2	$5K	Hold	600	–	–	﹤0.01%	1501
2015 Q1	$6K	Hold	600	–	–	﹤0.01%	1451
2014 Q4	$5K	Buy	+600	New	+$5.17K	﹤0.01%	1523

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Next Financial Group's APTS Position: Q4 2021 in Review

Next Financial Group increased its Preferred Apartment Communities, Inc. (APTS) stake by 19% in Q4 2021, buying an estimated $6.86K and bringing the position to 3,100 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Next Financial Group first reported a position in APTS in Q4 2014 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold APTS as of Q4 2021.

Next Financial Group held 3,100 shares of Preferred Apartment Communities, Inc. worth $56K as of Q4 2021.
Next Financial Group bought 500 Preferred Apartment Communities, Inc. shares in Q4 2021, an estimated $6.86K.
Preferred Apartment Communities, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1429 holding.
Next Financial Group first reported a position in Preferred Apartment Communities, Inc. in Q4 2014 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.