Phocas Financial Corp’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Phocas Financial Corp’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	-14,199	Closed	-$256K	–	226
2021 Q4	$256K	Hold	14,199	–	–	0.03%	187
2021 Q3	$174K	Hold	14,199	–	–	0.02%	204
2021 Q2	$138K	Buy	+14,199	New	+$144K	0.02%	212
2019 Q3	–	Sell	-9,039	Closed	-$135K	–	289
2019 Q2	$135K	Buy	+9,039	New	+$141K	0.01%	205

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

Phocas Financial Corp's APTS Position: Q1 2022 in Review

Phocas Financial Corp sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 14,199 shares — an estimated $256K sold.

Phocas Financial Corp first reported a position in APTS in Q2 2019 and held it in 4 quarters. The position peaked at $256K in Q4 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Phocas Financial Corp reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Phocas Financial Corp sold 14,199 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $256K.
Phocas Financial Corp first reported a position in Preferred Apartment Communities, Inc. in Q2 2019 and held it in 4 quarters.
Phocas Financial Corp's Preferred Apartment Communities, Inc. position peaked at $256K in Q4 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Phocas Financial Corp's 13F filing for Q1 2022, filed 25 May 2022.