Alethea Capital Management’s Mid-America Apartment Communities MAA Stock Holding History

Alethea Capital Management’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,430	Closed	-$479K	–	26
2025 Q3	$479K	Buy	+3,430	New	+$496K	0.31%	18
2022 Q1	–	Sell	-2,786	Closed	-$639K	–	79
2021 Q4	$639K	Buy	+2,786	New	+$576K	0.54%	16
2020 Q3	–	Sell	-2,978	Closed	-$341K	–	92
2020 Q2	$341K	Sell	2,978 -8,640	-74%	-$973K	0.2%	65
2020 Q1	$1.2M	Buy	+11,618	New	+$1.51M	0.78%	9
2018 Q2	–	Sell	-3,914	Closed	-$357K	–	88
2018 Q1	$357K	Buy	+3,914	New	+$354K	0.48%	64

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alethea Capital Management's MAA Position: Q4 2025 in Review

Alethea Capital Management sold out of Mid-America Apartment Communities (MAA) in Q4 2025, closing a stake of 3,430 shares — an estimated $479K sold.

Alethea Capital Management first reported a position in MAA in Q1 2018 and held it in 5 quarters. The position peaked at $1.2M in Q1 2020. 766 funds tracked by Wall St. Rank hold MAA as of Q4 2025.

Alethea Capital Management reported no remaining Mid-America Apartment Communities position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 3,430 Mid-America Apartment Communities shares in Q4 2025, an estimated $479K.
Alethea Capital Management first reported a position in Mid-America Apartment Communities in Q1 2018 and held it in 5 quarters.
Alethea Capital Management's Mid-America Apartment Communities position peaked at $1.2M in Q1 2020.
766 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.