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APTS

Preferred Apartment Communities, Inc.

Delisted

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

157 hedge funds and large institutions have $250M invested in Preferred Apartment Communities, Inc. in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $197M → $250M (+$53.3M)

2% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $2.29M

5% less funds holding

Funds holding: 165157 (-8)

17% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 63

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
52
Reduced
63
Closed
23
Calls
$2.33M
Puts
$2.29M
Net Calls
+$40K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47.4M -$326K -38,263 -0.8%
BlackRock
2
BlackRock
New York
$37.3M +$2.21M +259,619 +7%
Invesco
3
Invesco
Georgia
$17.3M +$4.13M +485,080 +38%
LSV Asset Management
4
LSV Asset Management
Illinois
$16.8M -$109K -12,770 -0.7%
Goldman Sachs
5
Goldman Sachs
New York
$12.8M -$418K -49,114 -4%
State Street
6
State Street
Massachusetts
$10.7M +$1.71M +201,331 +23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.64M +$714K +83,904 +9%
Charles Schwab
8
Charles Schwab
California
$8.23M +$616K +72,356 +9%
UBS Group
9
UBS Group
Switzerland
$5.14M +$151K +17,786 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.04M +$571K +67,108 +15%
Northern Trust
11
Northern Trust
Illinois
$4.8M -$371K -43,605 -8%
N
12
Nuveen
North Carolina
$4.61M -$8.08M -949,982 -67%
LCM
13
LDR Capital Management
New York
$3.57M +$101K +11,839 +3%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$3.55M
Neuberger Berman Group
15
Neuberger Berman Group
New York
$2.95M +$280K +32,900 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.74M -$74K -8,698 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.63M -$211K -24,773 -8%
KIA
18
KCM Investment Advisors
California
$2.35M -$131K -15,350 -6%
Prudential Financial
19
Prudential Financial
New Jersey
$2.27M +$674K +79,210 +53%
Millennium Management
20
Millennium Management
New York
$1.96M -$804K -94,418 -32%
CAM
21
Concorde Asset Management
Michigan
$1.85M -$1.66M -194,716 -51%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.85M -$945 -111 -0.1%
CS
23
Capital Square
Tennessee
$1.75M -$22.7K -2,664 -2%
BRWA
24
B. Riley Wealth Advisors
Florida
$1.58M +$132K +15,532 +11%
CAN
25
Claraphi Advisory Network
United States
$1.57M -$323K -38,010 -19%

APTS Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Preferred Apartment Communities, Inc. (APTS) for Q1 2021, worth a combined $250M — up 27% from $197M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of APTS and 17 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 52 added.

The largest buyer was Invesco, adding an estimated $4.13M. The largest seller was Nuveen, cutting an estimated $8.08M.

  • 157 institutional investors held Preferred Apartment Communities, Inc. (APTS) as of Q1 2021, down from 165 in Q4 2020.
  • Funds reported $250M of Preferred Apartment Communities, Inc. stock for Q1 2021, up 27% quarter-over-quarter.
  • 17 funds opened new Preferred Apartment Communities, Inc. positions in Q1 2021 and 23 closed out, a net change of -6 holders.
  • The largest Preferred Apartment Communities, Inc. buyer in Q1 2021 was Invesco, an estimated $4.13M added.
  • The largest Preferred Apartment Communities, Inc. seller in Q1 2021 was Nuveen, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2021.