Asset Dedication LLC’s Mid-America Apartment Communities MAA Stock Holding History

Asset Dedication LLC’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	–	Sell	-23	Closed	-$3.19K	–	1157
2025 Q4	$3.19K	Hold	23	–	–	﹤0.01%	958
2025 Q3	$3.21K	Buy	+23	New	+$3.32K	﹤0.01%	962
2024 Q2	–	Sell	-37	Closed	-$5K	–	1212
2024 Q1	$5K	Hold	37	–	–	﹤0.01%	787
2023 Q4	$5K	Hold	37	–	–	﹤0.01%	798
2023 Q3	$5K	Hold	37	–	–	﹤0.01%	791
2023 Q2	$6K	Hold	37	–	–	﹤0.01%	748
2023 Q1	$6K	Hold	37	–	–	﹤0.01%	727
2022 Q4	$6K	Sell	37 -2	-5%	-$312	﹤0.01%	724
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	696
2022 Q2	$6K	Hold	39	–	–	﹤0.01%	380
2022 Q1	$8K	Buy	39 +2	+5%	+$419	﹤0.01%	683
2021 Q4	$8K	Hold	37	–	–	﹤0.01%	676
2021 Q3	$7K	Buy	+37	New	+$6.94K	﹤0.01%	753

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

Asset Dedication LLC's MAA Position: Q1 2026 in Review

Asset Dedication LLC sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 23 shares — an estimated $3.19K sold.

Asset Dedication LLC first reported a position in MAA in Q3 2021 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Asset Dedication LLC reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
Asset Dedication LLC sold 23 Mid-America Apartment Communities shares in Q1 2026, an estimated $3.19K.
Asset Dedication LLC first reported a position in Mid-America Apartment Communities in Q3 2021 and held it in 13 quarters.
Asset Dedication LLC's Mid-America Apartment Communities position peaked at $8K in Q1 2022.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.