BWP
MAA icon

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

Balboa Wealth 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 		$233K Sell
1,911
-205
-10% -$27.1K 0.04% 371
2025
Q4 		$294K Sell
2,116
-117
-5% -$15.6K 0.05% 298
2025
Q3 		$312K Buy
2,233
+332
+17% +$48K 0.05% 264
2025
Q2 		$281K Buy
+1,901
New +$297K 0.06% 262

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

Balboa Wealth Partners's MAA Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Mid-America Apartment Communities (MAA) stake by 9.7% in Q1 2026, selling an estimated $27.1K and leaving 1,911 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #371.

Balboa Wealth Partners first reported a position in MAA in Q2 2025 and has held it in 4 quarters since. The position peaked at $312K in Q3 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Balboa Wealth Partners held 1,911 shares of Mid-America Apartment Communities worth $233K as of Q1 2026.
  • Balboa Wealth Partners sold 205 Mid-America Apartment Communities shares in Q1 2026, an estimated $27.1K.
  • Mid-America Apartment Communities made up 0.04% of Balboa Wealth Partners's portfolio in Q1 2026, its #371 holding.
  • Balboa Wealth Partners first reported a position in Mid-America Apartment Communities in Q2 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Mid-America Apartment Communities position peaked at $312K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.