Stockman Wealth Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Stockman Wealth 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
2022 Q2	–	Sell	-13,635	Closed	-$340K	–	198
2022 Q1	$340K	Hold	13,635	–	–	0.07%	145
2021 Q4	$246K	Hold	13,635	–	–	0.05%	183
2021 Q3	$167K	Sell	13,635 -32,000	-70%	-$362K	0.04%	194
2021 Q2	$445K	Sell	45,635 -25,200	-36%	-$256K	0.11%	124
2021 Q1	$698K	Buy	70,835 +24,865	+54%	+$212K	0.19%	79
2020 Q4	$340K	Sell	45,970 -12,060	-21%	-$82.4K	0.1%	125
2020 Q3	$313K	Buy	58,030 +5,935	+11%	+$40.4K	0.11%	114
2020 Q2	$396K	Buy	52,095 +1,590	+3%	+$11.5K	0.15%	106
2020 Q1	$363K	Buy	50,505 +9,300	+23%	+$101K	0.16%	98
2019 Q4	$549K	Sell	41,205 -3,625	-8%	-$50K	0.19%	86
2019 Q3	$648K	Buy	44,830 +3,000	+7%	+$43.2K	0.25%	75
2019 Q2	$625K	Buy	+41,830	New	+$651K	0.26%	73

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return

Stockman Wealth Management's APTS Position: Q2 2022 in Review

Stockman Wealth Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2022, closing a stake of 13,635 shares — an estimated $340K sold.

Stockman Wealth Management first reported a position in APTS in Q2 2019 and held it in 12 quarters. The position peaked at $698K in Q1 2021. 4 funds tracked by Wall St. Rank hold APTS as of Q2 2022.

Stockman Wealth Management reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2022 after selling out during the quarter.
Stockman Wealth Management sold 13,635 Preferred Apartment Communities, Inc. shares in Q2 2022, an estimated $340K.
Stockman Wealth Management first reported a position in Preferred Apartment Communities, Inc. in Q2 2019 and held it in 12 quarters.
Stockman Wealth Management's Preferred Apartment Communities, Inc. position peaked at $698K in Q1 2021.
4 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2022.

Based on Stockman Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.