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

Bartlett & Co’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
2023 Q4	$143K	Sell	1,050 -35	-3%	-$4.45K	﹤0.01%	521
2023 Q3	$140K	Hold	1,085	–	–	﹤0.01%	495
2023 Q2	$165K	Buy	+1,085	New	+$163K	﹤0.01%	479
2021 Q1	–	Sell	-8	Closed	-$1K	–	1121
2020 Q4	$1K	Buy	+8	New	+$987	﹤0.01%	1028
2018 Q1	–	Sell	-142	Closed	-$14K	–	751
2017 Q4	$14K	Buy	+142	New	+$14.7K	﹤0.01%	563

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's MAA Position: Q4 2023 in Review

Bartlett & Co reduced its Mid-America Apartment Communities (MAA) stake by 3.2% in Q4 2023, selling an estimated $4.45K and leaving 1,050 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Bartlett & Co first reported a position in MAA in Q4 2017 and has held it in 5 quarters since. The position peaked at $165K in Q2 2023. 664 funds tracked by Wall St. Rank hold MAA as of Q4 2023.

Bartlett & Co held 1,050 shares of Mid-America Apartment Communities worth $143K as of Q4 2023.
Bartlett & Co sold 35 Mid-America Apartment Communities shares in Q4 2023, an estimated $4.45K.
Mid-America Apartment Communities made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #521 holding.
Bartlett & Co first reported a position in Mid-America Apartment Communities in Q4 2017 and has held it in 5 quarters since.
Bartlett & Co's Mid-America Apartment Communities position peaked at $165K in Q2 2023.
664 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.