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Appleton Partners’s Mid-America Apartment Communities MAA Stock Holding History

Appleton Partners’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 		$1.09M Buy
8,927
+1,596
+22% +$211K 0.08% 136
2025
Q4 		$1.02M Buy
7,331
+784
+12% +$104K 0.07% 142
2025
Q3 		$915K Buy
+6,547
New +$946K 0.06% 147

Other funds holding MAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Appleton Partners's MAA Position: Q1 2026 in Review

Appleton Partners increased its Mid-America Apartment Communities (MAA) stake by 22% in Q1 2026, buying an estimated $211K and bringing the position to 8,927 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #136.

Appleton Partners first reported a position in MAA in Q3 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Appleton Partners held 8,927 shares of Mid-America Apartment Communities worth $1.09M as of Q1 2026.
  • Appleton Partners bought 1,596 Mid-America Apartment Communities shares in Q1 2026, an estimated $211K.
  • Mid-America Apartment Communities made up 0.08% of Appleton Partners's portfolio in Q1 2026, its #136 holding.
  • Appleton Partners first reported a position in Mid-America Apartment Communities in Q3 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.