Bank of Montreal’s Mid-America Apartment Communities MAA Stock Holding History

Bank of Montreal’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
2015 Q3	–	Sell	-8,300	Closed	-$604K	–	4082
2015 Q2	$604K	Buy	+8,300	New	+$627K	﹤0.01%	1870
2015 Q1	–	Sell	-10,100	Closed	-$754K	–	4114
2014 Q4	$754K	Buy	+10,100	New	+$720K	﹤0.01%	1856
2014 Q1	–	Sell	-11,400	Closed	-$692K	–	4089
2013 Q4	$692K	Buy	+11,400	New	+$713K	﹤0.01%	1659

Other funds holding MAA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's MAA Position: Q1 2026 in Review

Bank of Montreal increased its Mid-America Apartment Communities (MAA) stake by 7% in Q1 2026, buying an estimated $1.26M and bringing the position to 145,019 shares worth $17.7M. The position accounts for 0.01% of the portfolio, ranked #885.

Bank of Montreal first reported a position in MAA in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.8M in Q3 2021. 750 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Bank of Montreal held 145,019 shares of Mid-America Apartment Communities worth $17.7M as of Q1 2026.
Bank of Montreal bought 9,515 Mid-America Apartment Communities shares in Q1 2026, an estimated $1.26M.
Mid-America Apartment Communities made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #885 holding.
Bank of Montreal first reported a position in Mid-America Apartment Communities in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Mid-America Apartment Communities position peaked at $79.8M in Q3 2021.
750 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.