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

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 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.