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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

APTS holding history

Preferred Apartment Communities Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APTS overviewAll 13F holders of APTSFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of APTS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−169,166−100.0%Sold outHolders
Q4 2021169,166$3.06M<0.1%−4,827−2.8%ReducedHolders
Q3 2021173,993$2.13M<0.1%+40,732+30.6%AddedHolders
Q2 2021133,261$1.30M<0.1%−6,500−4.7%ReducedHolders
Q1 2021139,761$1.38M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.