Bartlett & Co Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

Bartlett & Co Wealth 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 Q1	$38.8K	Buy	301 +1	+0.3%	+$132	﹤0.01%	724
2025 Q4	$41.7K	Sell	300 -32	-10%	-$4.26K	﹤0.01%	704
2025 Q3	$46.4K	Sell	332 -418	-56%	-$60.4K	﹤0.01%	683
2025 Q2	$111K	Sell	750 -1	-0.1%	-$156	﹤0.01%	527
2025 Q1	$126K	Buy	751 +1	+0.1%	+$158	﹤0.01%	508
2024 Q4	$116K	Hold	750	–	–	﹤0.01%	519
2024 Q3	$119K	Hold	750	–	–	﹤0.01%	522
2024 Q2	$107K	Sell	750 -300	-29%	-$40.1K	﹤0.01%	533
2024 Q1	$138K	Hold	1,050	–	–	﹤0.01%	508
2023 Q4	$143K	Sell	1,050 -35	-3%	-$4.45K	﹤0.01%	520
2023 Q3	$140K	Hold	1,085	–	–	﹤0.01%	494
2023 Q2	$165K	Buy	+1,085	New	+$163K	﹤0.01%	477
2021 Q1	–	Sell	-8	Closed	-$1.01K	–	1159
2020 Q4	$1.01K	Buy	+8	New	+$987	﹤0.01%	1043

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Bartlett & Co Wealth Management's MAA Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Mid-America Apartment Communities (MAA) stake by 0.33% in Q1 2026, buying an estimated $132 and bringing the position to 301 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Bartlett & Co Wealth Management first reported a position in MAA in Q4 2020 and has held it in 13 quarters since. The position peaked at $165K in Q2 2023. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Bartlett & Co Wealth Management held 301 shares of Mid-America Apartment Communities worth $38.8K as of Q1 2026.
Bartlett & Co Wealth Management bought 1 Mid-America Apartment Communities share in Q1 2026, an estimated $132.
Mid-America Apartment Communities made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #724 holding.
Bartlett & Co Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2020 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Mid-America Apartment Communities position peaked at $165K in Q2 2023.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.