Principal Financial Group
APTS

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

Principal 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
2022
Q2 		– Sell
-38,946
Closed -$971K – 2713
2022
Q1 		$971K Sell
38,946
-19,762
-34% -$428K ﹤0.01% 1980
2021
Q4 		$1.06M Buy
+58,708
New +$806K ﹤0.01% 1973
2018
Q2 		– Sell
-398,638
Closed -$5.66M – 2320
2018
Q1 		$5.66M Sell
398,638
-666,304
-63% -$10.4M 0.01% 1518
2017
Q4 		$21.6M Buy
+1,064,942
New +$21.9M 0.02% 764

Other funds holding APTS

FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Principal Financial Group's APTS Position: Q2 2022 in Review

Principal Financial Group sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 38,946 shares — an estimated $971K sold.

Principal Financial Group first reported a position in APTS in Q4 2017 and held it in 4 quarters. The position peaked at $21.6M in Q4 2017. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

  • Principal Financial Group reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 38,946 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $971K.
  • Principal Financial Group first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 4 quarters.
  • Principal Financial Group's Preferred Apartment Communities, Inc. position peaked at $21.6M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.