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Buckingham Strategic Wealth’s Mid-America Apartment Communities MAA Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$292K Buy
2,051
+7
+0.3% +$936 ﹤0.01% 605
2024
Q1 		$269K Sell
2,044
-20
-1% -$2.6K ﹤0.01% 621
2023
Q4 		$277K Buy
2,064
+22
+1% +$2.8K ﹤0.01% 588
2023
Q3 		$263K Buy
2,042
+20
+1% +$2.89K ﹤0.01% 559
2023
Q2 		$307K Buy
2,022
+8
+0.4% +$1.2K ﹤0.01% 532
2023
Q1 		$316K Hold
2,014
– – 0.01% 471
2022
Q4 		$316K Buy
2,014
+363
+22% +$56.5K 0.01% 473
2022
Q3 		$256K Buy
1,651
+1
+0.1% +$172 0.01% 501
2022
Q2 		$288K Buy
1,650
+123
+8% +$22.9K 0.01% 474
2022
Q1 		$320K Buy
1,527
+27
+2% +$5.66K 0.01% 453
2021
Q4 		$344K Sell
1,500
-47
-3% -$9.72K 0.01% 446
2021
Q3 		$289K Buy
1,547
+16
+1% +$3K 0.01% 473
2021
Q2 		$258K Buy
+1,531
New +$244K 0.01% 494

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's MAA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Mid-America Apartment Communities (MAA) stake by 0.34% in Q2 2024, buying an estimated $936 and bringing the position to 2,051 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Buckingham Strategic Wealth first reported a position in MAA in Q2 2021 and has held it in 13 quarters since. The position peaked at $344K in Q4 2021. 681 funds tracked by Wall St. Rank hold MAA as of Q2 2024.

  • Buckingham Strategic Wealth held 2,051 shares of Mid-America Apartment Communities worth $292K as of Q2 2024.
  • Buckingham Strategic Wealth bought 7 Mid-America Apartment Communities shares in Q2 2024, an estimated $936.
  • Mid-America Apartment Communities made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #605 holding.
  • Buckingham Strategic Wealth first reported a position in Mid-America Apartment Communities in Q2 2021 and has held it in 13 quarters since.
  • Buckingham Strategic Wealth's Mid-America Apartment Communities position peaked at $344K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.