Baker Ellis Asset Management’s Mid-America Apartment Communities MAA Stock Holding History

Baker Ellis Asset 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
2026 Q2	$7.4M	Sell	53,227 -889	-2%	-$116K	0.77%	37
2026 Q1	$6.61M	Buy	54,116 +5,977	+12%	+$789K	0.78%	34
2025 Q4	$6.69M	Buy	48,139 +1,325	+3%	+$177K	0.8%	35
2025 Q3	$6.54M	Buy	46,814 +6	+0%	+$867	0.81%	35
2025 Q2	$6.93M	Buy	46,808 +782	+2%	+$122K	0.95%	31
2025 Q1	$7.71M	Buy	46,026 +2,028	+5%	+$321K	1.11%	28
2024 Q4	$6.8M	Buy	43,998 +1,110	+3%	+$173K	1%	29
2024 Q3	$6.81M	Buy	42,888 +1,455	+4%	+$222K	0.96%	32
2024 Q2	$5.91M	Buy	41,433 +4,733	+13%	+$633K	0.89%	34
2024 Q1	$4.83M	Sell	36,700 -765	-2%	-$99.4K	0.72%	43
2023 Q4	$5.04M	Sell	37,465 -344	-0.9%	-$43.7K	0.81%	38
2023 Q3	$4.86M	Sell	37,809 -930	-2%	-$134K	0.87%	36
2023 Q2	$5.88M	Buy	38,739 +20,804	+116%	+$3.13M	1%	32
2023 Q1	$2.71M	Sell	17,935 -300	-2%	-$47.6K	0.49%	61
2022 Q4	$2.86M	Buy	18,235 +1,060	+6%	+$165K	0.55%	54
2022 Q3	$2.66M	Buy	17,175 +675	+4%	+$116K	0.58%	52
2022 Q2	$2.88M	Buy	16,500 +125	+0.8%	+$23.2K	0.6%	51
2022 Q1	$3.43M	Sell	16,375 -950	-5%	-$199K	0.61%	51
2021 Q4	$3.98M	Sell	17,325 -560	-3%	-$116K	0.7%	43
2021 Q3	$3.46M	Sell	17,885 -990	-5%	-$186K	0.67%	48
2021 Q2	$3.18M	Buy	18,875 +450	+2%	+$71.7K	0.62%	49
2021 Q1	$2.66M	Buy	18,425 +1,120	+6%	+$152K	0.57%	51
2020 Q4	$2.19M	Buy	17,305 +2,850	+20%	+$352K	0.52%	58
2020 Q3	$1.68M	Sell	14,455 -50	-0.3%	-$5.76K	0.47%	58
2020 Q2	$1.66M	Sell	14,505 -350	-2%	-$39.4K	0.49%	58
2020 Q1	$1.53M	Sell	14,855 -200	-1%	-$26K	0.55%	48
2019 Q4	$1.99M	Sell	15,055 -1,600	-10%	-$214K	0.55%	53
2019 Q3	$2.17M	Sell	16,655 -140	-0.8%	-$17.4K	0.58%	46
2019 Q2	$1.98M	Sell	16,795 -130	-0.8%	-$14.6K	0.53%	54
2019 Q1	$1.85M	Sell	16,925 -200	-1%	-$20.6K	0.52%	54
2018 Q4	$1.64M	Sell	17,125 -400	-2%	-$39.7K	0.5%	56
2018 Q3	$1.76M	Sell	17,525 -100	-0.6%	-$10.1K	0.45%	71
2018 Q2	$1.77M	Buy	17,625 +5,080	+40%	+$474K	0.47%	65
2018 Q1	$1.15M	Buy	12,545 +6,895	+122%	+$624K	0.3%	90
2017 Q4	$568K	Buy	5,650 +200	+4%	+$20.8K	0.14%	125
2017 Q3	$582K	Hold	5,450	–	–	0.15%	126
2017 Q2	$574K	Sell	5,450 -150	-3%	-$15.4K	0.16%	125
2017 Q1	$570K	Hold	5,600	–	–	0.16%	122
2016 Q4	$548K	Hold	5,600	–	–	0.16%	125
2016 Q3	$526K	Hold	5,600	–	–	0.16%	127
2016 Q2	$596K	Hold	5,600	–	–	0.19%	115
2016 Q1	$572K	Hold	5,600	–	–	0.19%	113
2015 Q4	$509K	Sell	5,600 -100	-2%	-$8.69K	0.17%	116
2015 Q3	$467K	Buy	5,700 +2,650	+87%	+$209K	0.17%	125
2015 Q2	$222K	Buy	+3,050	New	+$231K	0.07%	183

Other funds holding MAA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baker Ellis Asset Management's MAA Position: Q2 2026 in Review

Baker Ellis Asset Management reduced its Mid-America Apartment Communities (MAA) stake by 1.6% in Q2 2026, selling an estimated $116K and leaving 53,227 shares worth $7.4M. The position accounts for 0.77% of the portfolio, ranked #37.

Baker Ellis Asset Management first reported a position in MAA in Q2 2015 and has held it in 45 quarters since. The position peaked at $7.71M in Q1 2025. 299 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Baker Ellis Asset Management held 53,227 shares of Mid-America Apartment Communities worth $7.4M as of Q2 2026.
Baker Ellis Asset Management sold 889 Mid-America Apartment Communities shares in Q2 2026, an estimated $116K.
Mid-America Apartment Communities made up 0.77% of Baker Ellis Asset Management's portfolio in Q2 2026, its #37 holding.
Baker Ellis Asset Management first reported a position in Mid-America Apartment Communities in Q2 2015 and has held it in 45 quarters since.
Baker Ellis Asset Management's Mid-America Apartment Communities position peaked at $7.71M in Q1 2025.
299 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.