Steward Partners Investment Advisory’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Steward Partners Investment Advisory’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	-25,399	Closed	-$459K	–	3442
2021 Q4	$459K	Hold	25,399	–	–	0.01%	965
2021 Q3	$311K	Hold	25,399	–	–	0.01%	1096
2021 Q2	$248K	Sell	25,399 -400	-2%	-$4.06K	﹤0.01%	1403
2021 Q1	$254K	Buy	25,799 +1,000	+4%	+$8.51K	﹤0.01%	1182
2020 Q4	$184K	Buy	24,799 +2,645	+12%	+$18.1K	﹤0.01%	1107
2020 Q3	$120K	Buy	22,154 +16,367	+283%	+$111K	﹤0.01%	1151
2020 Q2	$44K	Buy	+5,787	New	+$42K	﹤0.01%	1471

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

Steward Partners Investment Advisory's APTS Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2022, closing a stake of 25,399 shares — an estimated $459K sold.

Steward Partners Investment Advisory first reported a position in APTS in Q2 2020 and held it in 7 quarters. The position peaked at $459K in Q4 2021. 218 funds tracked by Wall St. Rank hold APTS as of Q1 2022.

Steward Partners Investment Advisory reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 25,399 Preferred Apartment Communities, Inc. shares in Q1 2022, an estimated $459K.
Steward Partners Investment Advisory first reported a position in Preferred Apartment Communities, Inc. in Q2 2020 and held it in 7 quarters.
Steward Partners Investment Advisory's Preferred Apartment Communities, Inc. position peaked at $459K in Q4 2021.
218 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.