Sonora Investment Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Sonora Investment Management’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 Q3	$447K	Buy	36,550 +1,900	+5%	+$21.5K	0.06%	138
2021 Q2	$338K	Buy	34,650 +23,600	+214%	+$239K	0.04%	155
2021 Q1	$109K	Buy	11,050 +7,900	+251%	+$67.2K	0.01%	396
2020 Q4	$23K	Sell	3,150 -500	-14%	-$3.42K	﹤0.01%	866
2020 Q3	$20K	Hold	3,650	–	–	﹤0.01%	908
2020 Q2	$28K	Sell	3,650 -1,000	-22%	-$7.26K	﹤0.01%	654
2020 Q1	$33K	Sell	4,650 -950	-17%	-$10.3K	﹤0.01%	593
2019 Q4	$75K	Hold	5,600	–	–	0.01%	408
2019 Q3	$81K	Hold	5,600	–	–	0.01%	383
2019 Q2	$84K	Buy	5,600 +100	+2%	+$1.56K	0.01%	377
2019 Q1	$82K	Buy	5,500 +3,350	+156%	+$52.7K	0.01%	365
2018 Q4	$30K	Hold	2,150	–	–	﹤0.01%	495
2018 Q3	$38K	Hold	2,150	–	–	0.01%	463
2018 Q2	$37K	Buy	2,150 +150	+8%	+$2.21K	0.01%	458
2018 Q1	$28.4K	Buy	+2,000	New	+$31.3K	﹤0.01%	481

Other funds holding APTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's APTS Position: Q3 2021 in Review

Sonora Investment Management increased its Preferred Apartment Communities, Inc. (APTS) stake by 5.5% in Q3 2021, buying an estimated $21.5K and bringing the position to 36,550 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #138.

Sonora Investment Management first reported a position in APTS in Q1 2018 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold APTS as of Q3 2021.

Sonora Investment Management held 36,550 shares of Preferred Apartment Communities, Inc. worth $447K as of Q3 2021.
Sonora Investment Management bought 1,900 Preferred Apartment Communities, Inc. shares in Q3 2021, an estimated $21.5K.
Preferred Apartment Communities, Inc. made up 0.06% of Sonora Investment Management's portfolio in Q3 2021, its #138 holding.
Sonora Investment Management first reported a position in Preferred Apartment Communities, Inc. in Q1 2018 and has held it in 15 quarters since.
173 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.