Alliance Wealth Advisors (Utah)’s Mid-America Apartment Communities MAA Stock Holding History

Alliance Wealth Advisors (Utah)’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
2026 Q1	$1.13M	Sell	9,248 -5,210	-36%	-$688K	0.24%	73
2025 Q4	$2.01M	Sell	14,458 -8,292	-36%	-$1.1M	0.44%	63
2025 Q3	$3.18M	Sell	22,750 -690	-3%	-$99.7K	0.75%	42
2025 Q2	$3.47M	Buy	23,440 +614	+3%	+$95.8K	0.83%	38
2025 Q1	$3.83M	Buy	22,826 +295	+1%	+$46.7K	1%	29
2024 Q4	$3.48M	Buy	22,531 +562	+3%	+$87.8K	0.9%	31
2024 Q3	$3.49M	Buy	21,969 +1,198	+6%	+$183K	0.92%	36
2024 Q2	$2.96M	Buy	+20,771	New	+$2.78M	0.87%	36

Other funds holding MAA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s MAA Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Mid-America Apartment Communities (MAA) stake by 36% in Q1 2026, selling an estimated $688K and leaving 9,248 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #73.

Alliance Wealth Advisors (Utah) first reported a position in MAA in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Alliance Wealth Advisors (Utah) held 9,248 shares of Mid-America Apartment Communities worth $1.13M as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 5,210 Mid-America Apartment Communities shares in Q1 2026, an estimated $688K.
Mid-America Apartment Communities made up 0.24% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #73 holding.
Alliance Wealth Advisors (Utah) first reported a position in Mid-America Apartment Communities in Q2 2024 and has held it in 8 quarters since.
Alliance Wealth Advisors (Utah)'s Mid-America Apartment Communities position peaked at $3.83M in Q1 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.