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Bogart Wealth LLC’s Mid-America Apartment Communities MAA Stock Holding History

Bogart Wealth LLC’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 		$3.17K Buy
26
+18
+225% +$2.38K ﹤0.01% 1175
2025
Q4 		$1.11K Buy
+8
New +$1.07K ﹤0.01% 1295
2025
Q2 		– Sell
-3
Closed -$503 – 1510
2025
Q1 		$503 Sell
3
-1
-25% -$158 ﹤0.01% 1278
2024
Q4 		$618 Buy
+4
New +$625 ﹤0.01% 1257

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

Bogart Wealth LLC's MAA Position: Q1 2026 in Review

Bogart Wealth LLC increased its Mid-America Apartment Communities (MAA) stake by 225% in Q1 2026, buying an estimated $2.38K and bringing the position to 26 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Bogart Wealth LLC first reported a position in MAA in Q4 2024 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Bogart Wealth LLC held 26 shares of Mid-America Apartment Communities worth $3.17K as of Q1 2026.
  • Bogart Wealth LLC bought 18 Mid-America Apartment Communities shares in Q1 2026, an estimated $2.38K.
  • Mid-America Apartment Communities made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1175 holding.
  • Bogart Wealth LLC first reported a position in Mid-America Apartment Communities in Q4 2024 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.