PREFERRED APT CMNTYS INC's ticker is APTS and the CUSIP is 74039L103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $420,000 | -3.0% | 28,342 | -8.1% | 0.00% | 0.0% |
| Q4 2018 | $433,000 | -37.2% | 30,826 | -21.5% | 0.00% | -25.0% |
| Q3 2018 | $690,000 | +4.5% | 39,257 | +1.0% | 0.00% | 0.0% |
| Q2 2018 | $660,000 | +18.1% | 38,872 | -1.4% | 0.00% | 0.0% |
| Q1 2018 | $559,000 | -12.0% | 39,428 | +25.7% | 0.00% | 0.0% |
| Q4 2017 | $635,000 | +21.2% | 31,375 | +13.0% | 0.00% | 0.0% |
| Q3 2017 | $524,000 | +6450.0% | 27,762 | +5249.1% | 0.00% | – |
| Q2 2017 | $8,000 | +14.3% | 519 | 0.0% | 0.00% | – |
| Q1 2017 | $7,000 | – | 519 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LDR Capital Management LLC | 350,833 | $1,894,000 | 1.88% |
| Capital Square, LLC | 199,507 | $1,077,000 | 1.12% |
| Arkadios Wealth Advisors | 214,407 | $1,162,086,000 | 0.58% |
| Claraphi Advisory Network, LLC | 249,272 | $1,346,000 | 0.49% |
| Private Advisory Group LLC | 221,294 | $1,195,000 | 0.48% |
| PACIFIC SUN FINANCIAL CORP | 94,263 | $509,000 | 0.42% |
| BARD ASSOCIATES INC | 660,500 | $3,565,000 | 0.38% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 87,591 | $473,000 | 0.29% |
| Clarus Wealth Advisors | 37,698 | $213,000 | 0.16% |
| RMR Advisors LLC | 56,479 | $305,000 | 0.16% |