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Barnes Pettey Financial Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Barnes Pettey Financial Advisors’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 		$850K Sell
6,964
-11
-0.2% -$1.45K 0.37% 63
2025
Q4 		$969K Sell
6,975
-103
-1% -$13.7K 0.48% 49
2025
Q3 		$989K Buy
7,078
+465
+7% +$67.2K 0.54% 42
2025
Q2 		$979K Sell
6,613
-154
-2% -$24K 0.65% 36
2025
Q1 		$1.13M Hold
6,767
– – 0.88% 29
2024
Q4 		$1.05M Sell
6,767
-159
-2% -$24.8K 0.8% 28
2024
Q3 		$1.1M Sell
6,926
-1,280
-16% -$195K 0.88% 26
2024
Q2 		$1.17M Sell
8,206
-515
-6% -$68.9K 1.01% 23
2024
Q1 		$1.15M Sell
8,721
-500
-5% -$65K 0.99% 24
2023
Q4 		$1.24M Sell
9,221
-96
-1% -$12.2K 1.01% 24
2023
Q3 		$1.2M Sell
9,317
-546
-6% -$78.9K 1.1% 24
2023
Q2 		$1.5M Sell
9,863
-971
-9% -$146K 1.3% 22
2023
Q1 		$1.64M Hold
10,834
– – 1.56% 21
2022
Q4 		$1.7M Sell
10,834
-665
-6% -$104K 1.75% 17
2022
Q3 		$1.78M Sell
11,499
-500
-4% -$86K 2.44% 9
2022
Q2 		$2.1M Sell
11,999
-48
-0.4% -$8.93K 2.71% 6
2022
Q1 		$2.52M Sell
12,047
-2,571
-18% -$539K 3.05% 6
2021
Q4 		$3.35M Buy
+14,618
New +$3.02M 3.86% 5

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

Barnes Pettey Financial Advisors's MAA Position: Q1 2026 in Review

Barnes Pettey Financial Advisors reduced its Mid-America Apartment Communities (MAA) stake by 0.16% in Q1 2026, selling an estimated $1.45K and leaving 6,964 shares worth $850K. The position accounts for 0.37% of the portfolio, ranked #63.

Barnes Pettey Financial Advisors first reported a position in MAA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.35M in Q4 2021. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Barnes Pettey Financial Advisors held 6,964 shares of Mid-America Apartment Communities worth $850K as of Q1 2026.
  • Barnes Pettey Financial Advisors sold 11 Mid-America Apartment Communities shares in Q1 2026, an estimated $1.45K.
  • Mid-America Apartment Communities made up 0.37% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Barnes Pettey Financial Advisors first reported a position in Mid-America Apartment Communities in Q4 2021 and has held it in 18 quarters since.
  • Barnes Pettey Financial Advisors's Mid-America Apartment Communities position peaked at $3.35M in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.