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Caldwell Trust’s Mid-America Apartment Communities MAA Stock Holding History

Caldwell Trust’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
2025
Q4 		– Sell
-364
Closed -$50.9K – 779
2025
Q3 		$50.9K Buy
+364
New +$52.6K ﹤0.01% 472
2025
Q2 		– Sell
-15
Closed -$2.51K – 757
2025
Q1 		$2.51K Buy
+15
New +$2.37K ﹤0.01% 721

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caldwell Trust's MAA Position: Q4 2025 in Review

Caldwell Trust sold out of Mid-America Apartment Communities (MAA) in Q4 2025, closing a stake of 364 shares — an estimated $50.9K sold.

Caldwell Trust first reported a position in MAA in Q1 2025 and held it in 2 quarters. The position peaked at $50.9K in Q3 2025. 767 funds tracked by Wall St. Rank hold MAA as of Q4 2025.

  • Caldwell Trust reported no remaining Mid-America Apartment Communities position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 364 Mid-America Apartment Communities shares in Q4 2025, an estimated $50.9K.
  • Caldwell Trust first reported a position in Mid-America Apartment Communities in Q1 2025 and held it in 2 quarters.
  • Caldwell Trust's Mid-America Apartment Communities position peaked at $50.9K in Q3 2025.
  • 767 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.