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Beacon Financial Strategies’s Mid-America Apartment Communities MAA Stock Holding History

Beacon Financial Strategies’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 		– Sell
-170
Closed -$20.8K – 210
2026
Q1 		$20.8K Hold
170
– – 0.01% 114
2025
Q4 		$23.6K Buy
+170
New +$22.7K 0.01% 110

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PL
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Swedbank
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Wealth Enhancement Advisory Services
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COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Beacon Financial Strategies's MAA Position: Q2 2026 in Review

Beacon Financial Strategies sold out of Mid-America Apartment Communities (MAA) in Q2 2026, closing a stake of 170 shares — an estimated $20.8K sold.

Beacon Financial Strategies first reported a position in MAA in Q4 2025 and held it in 2 quarters. The position peaked at $23.6K in Q4 2025. 86 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Beacon Financial Strategies reported no remaining Mid-America Apartment Communities position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 170 Mid-America Apartment Communities shares in Q2 2026, an estimated $20.8K.
  • Beacon Financial Strategies first reported a position in Mid-America Apartment Communities in Q4 2025 and held it in 2 quarters.
  • Beacon Financial Strategies's Mid-America Apartment Communities position peaked at $23.6K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.