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

Ballentine 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
Q2 		$229K Buy
+1,650
New +$215K ﹤0.01% 942
2023
Q4 		– Sell
-2,426
Closed -$312K – 707
2023
Q3 		$312K Buy
+2,426
New +$350K 0.01% 431

Other funds holding MAA

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Ballentine Partners's MAA Position: Q2 2026 in Review

Ballentine Partners opened a new position in Mid-America Apartment Communities (MAA) in Q2 2026: 1,650 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in MAA as recently as Q3 2023.

Ballentine Partners first reported a position in MAA in Q3 2023 and has held it in 2 quarters since. The position peaked at $312K in Q3 2023. 130 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Ballentine Partners held 1,650 shares of Mid-America Apartment Communities worth $229K as of Q2 2026.
  • Mid-America Apartment Communities was a new Ballentine Partners position in Q2 2026.
  • Mid-America Apartment Communities made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #942 holding.
  • Ballentine Partners first reported a position in Mid-America Apartment Communities in Q3 2023 and has held it in 2 quarters since.
  • Ballentine Partners's Mid-America Apartment Communities position peaked at $312K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.