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Arete Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Arete Wealth Advisors’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
-1,785
Closed -$249K – 588
2025
Q3 		$249K Sell
1,785
-54
-3% -$7.8K 0.02% 660
2025
Q2 		$272K Buy
1,839
+42
+2% +$6.55K 0.02% 594
2025
Q1 		$301K Buy
1,797
+13
+0.7% +$2.06K 0.02% 528
2024
Q4 		$274K Buy
1,784
+17
+1% +$2.65K 0.02% 589
2024
Q3 		$279K Buy
1,767
+47
+3% +$7.16K 0.02% 542
2024
Q2 		$243K Buy
+1,720
New +$230K 0.02% 597
2022
Q1 		– Sell
-1,120
Closed -$253K – 538
2021
Q4 		$253K Buy
1,120
+13
+1% +$2.69K 0.02% 420
2021
Q3 		$207K Buy
+1,107
New +$208K 0.02% 393

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's MAA Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q4 2025, closing a stake of 1,785 shares — an estimated $249K sold.

Arete Wealth Advisors first reported a position in MAA in Q3 2021 and held it in 8 quarters. The position peaked at $301K in Q1 2025. 767 funds tracked by Wall St. Rank hold MAA as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,785 Mid-America Apartment Communities shares in Q4 2025, an estimated $249K.
  • Arete Wealth Advisors first reported a position in Mid-America Apartment Communities in Q3 2021 and held it in 8 quarters.
  • Arete Wealth Advisors's Mid-America Apartment Communities position peaked at $301K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.