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APTS

Preferred Apartment Communities, Inc.

Delisted

APTS was delisted on the 23rd of June, 2022.

165 hedge funds and large institutions have $197M invested in Preferred Apartment Communities, Inc. in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $144M → $197M (+$53M)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

1% more funds holding

Funds holding: 164165 (+1)

5% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 59

60% less call options, than puts

Call options by funds: $726K | Put options by funds: $1.83M

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
56
Reduced
59
Closed
22
Calls
$726K
Puts
$1.83M
Net Calls
-$1.1M
Net Calls Change
-$708K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.9M +$1.61M +236,264 +5%
BlackRock
2
BlackRock
New York
$26.1M +$2.27M +332,213 +10%
LSV Asset Management
3
LSV Asset Management
Illinois
$12.7M -$272K -39,800 -2%
N
4
Nuveen
North Carolina
$10.5M +$311K +45,462 +3%
Goldman Sachs
5
Goldman Sachs
New York
$9.96M -$411K -60,105 -4%
Invesco
6
Invesco
Georgia
$9.39M -$2.11M -308,147 -20%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.63M +$1.27M +185,515 +26%
State Street
8
State Street
Massachusetts
$6.62M -$945K -138,263 -14%
Charles Schwab
9
Charles Schwab
California
$5.65M +$432K +63,205 +9%
Northern Trust
10
Northern Trust
Illinois
$3.93M -$494K -72,380 -12%
UBS Group
11
UBS Group
Switzerland
$3.73M +$161K +23,632 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.29M +$341K +49,847 +13%
CAM
13
Concorde Asset Management
Michigan
$2.83M +$2.53M +370,806 +3,112%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$2.66M -$205K -30,000 -8%
LCM
15
LDR Capital Management
New York
$2.6M -$123 -18 -0%
Millennium Management
16
Millennium Management
New York
$2.17M +$312K +45,636 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.16M -$664K -97,209 -25%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.12M -$26.3K -3,847 -1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$1.97M +$430K +62,935 +31%
KIA
20
KCM Investment Advisors
California
$1.88M -$284K -41,500 -14%
Lido Advisors
21
Lido Advisors
California
$1.86M -$675K -98,857 -29%
CAN
22
Claraphi Advisory Network
United States
$1.46M -$354K -51,872 -21%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.39M -$1.27M -186,203 -50%
Wells Fargo
24
Wells Fargo
California
$1.31M +$49.1K +7,187 +4%
CS
25
Capital Square
Tennessee
$1.28M -$181K -26,558 -13%

APTS Hedge Fund Activity: Q4 2020 in Review

165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Preferred Apartment Communities, Inc. (APTS) for Q4 2020, worth a combined $197M — up 37% from $144M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APTS positions and 22 closed out — a net gain of 6 holders — while 56 added to existing stakes and 59 trimmed.

The largest buyer was Concorde Asset Management, adding an estimated $2.53M. The largest seller was Invesco, cutting an estimated $2.11M.

  • 165 institutional investors held Preferred Apartment Communities, Inc. (APTS) as of Q4 2020, up from 164 in Q3 2020.
  • Funds reported $197M of Preferred Apartment Communities, Inc. stock for Q4 2020, up 37% quarter-over-quarter.
  • 28 funds opened new Preferred Apartment Communities, Inc. positions in Q4 2020 and 22 closed out, a net change of +6 holders.
  • The largest Preferred Apartment Communities, Inc. buyer in Q4 2020 was Concorde Asset Management, an estimated $2.53M added.
  • The largest Preferred Apartment Communities, Inc. seller in Q4 2020 was Invesco, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2020.