Capital Advisors Ltd’s Mid-America Apartment Communities MAA Stock Holding History

Capital Advisors Ltd’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	$8K	Buy	57 +1	+2%	+$131	﹤0.01%	893
2026 Q1	$7K	Sell	56 -19	-25%	-$2.51K	﹤0.01%	898
2025 Q4	$10K	Sell	75 -195	-72%	-$26K	﹤0.01%	816
2025 Q3	$38K	Sell	270 -47	-15%	-$6.79K	﹤0.01%	532
2025 Q2	$47K	Buy	317 +1	+0.3%	+$156	0.01%	481
2025 Q1	$53K	Hold	316	–	–	0.01%	443
2024 Q4	$49K	Hold	316	–	–	0.01%	456
2024 Q3	$50K	Hold	316	–	–	0.01%	454
2024 Q2	$45K	Buy	316 +238	+305%	+$31.8K	0.01%	462
2024 Q1	$10K	Buy	78 +24	+44%	+$3.12K	﹤0.01%	718
2023 Q4	$7K	Sell	54 -26	-33%	-$3.31K	﹤0.01%	759
2023 Q3	$10K	Buy	80 +12	+18%	+$1.73K	﹤0.01%	687
2023 Q2	$10K	Buy	68 +14	+26%	+$2.1K	﹤0.01%	699
2023 Q1	$8K	Sell	54 -14	-21%	-$2.22K	﹤0.01%	595
2022 Q4	$11K	Sell	68 -5	-7%	-$779	﹤0.01%	543
2022 Q3	$11K	Buy	73 +19	+35%	+$3.27K	﹤0.01%	526
2022 Q2	$9K	Sell	54 -5	-8%	-$930	﹤0.01%	520
2022 Q1	$12K	Buy	59 +2	+4%	+$419	﹤0.01%	504
2021 Q4	$13K	Buy	57 +3	+6%	+$620	﹤0.01%	487
2021 Q3	$10K	Hold	54	–	–	﹤0.01%	435
2021 Q2	$9K	Hold	54	–	–	﹤0.01%	425
2021 Q1	$8K	Hold	54	–	–	﹤0.01%	422
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	404
2020 Q3	$6K	Hold	54	–	–	﹤0.01%	404
2020 Q2	$6K	Hold	54	–	–	﹤0.01%	400
2020 Q1	$6K	Hold	54	–	–	﹤0.01%	400
2019 Q4	$7K	Hold	54	–	–	﹤0.01%	369
2019 Q3	$7K	Hold	54	–	–	﹤0.01%	366
2019 Q2	$6K	Hold	54	–	–	﹤0.01%	401
2019 Q1	$6K	Hold	54	–	–	﹤0.01%	394
2018 Q4	$5K	Hold	54	–	–	﹤0.01%	406
2018 Q3	$5K	Hold	54	–	–	﹤0.01%	453
2018 Q2	$5K	Hold	54	–	–	﹤0.01%	371
2018 Q1	$5K	Hold	54	–	–	﹤0.01%	361
2017 Q4	$5K	Hold	54	–	–	﹤0.01%	364
2017 Q3	$6K	Hold	54	–	–	﹤0.01%	358
2017 Q2	$6K	Hold	54	–	–	﹤0.01%	358
2017 Q1	$5K	Hold	54	–	–	﹤0.01%	349
2016 Q4	$5K	Hold	54	–	–	﹤0.01%	345
2016 Q3	$5K	Hold	54	–	–	﹤0.01%	327
2016 Q2	$6K	Hold	54	–	–	﹤0.01%	300
2016 Q1	$6K	Hold	54	–	–	﹤0.01%	293
2015 Q4	$5K	Hold	54	–	–	﹤0.01%	295
2015 Q3	$4K	Hold	54	–	–	﹤0.01%	298
2015 Q2	$4K	Hold	54	–	–	﹤0.01%	314
2015 Q1	$4K	Hold	54	–	–	﹤0.01%	300
2014 Q4	$4K	Hold	54	–	–	﹤0.01%	289
2014 Q3	$3K	Hold	54	–	–	﹤0.01%	296
2014 Q2	$4K	Hold	54	–	–	﹤0.01%	301
2014 Q1	$4K	Hold	54	–	–	﹤0.01%	306
2013 Q4	$3K	Buy	+54	New	+$3.38K	﹤0.01%	278

Other funds holding MAA

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Capital Advisors Ltd's MAA Position: Q2 2026 in Review

Capital Advisors Ltd increased its Mid-America Apartment Communities (MAA) stake by 1.8% in Q2 2026, buying an estimated $131 and bringing the position to 57 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Capital Advisors Ltd first reported a position in MAA in Q4 2013 and has held it in 51 quarters since. The position peaked at $53K in Q1 2025. 86 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Capital Advisors Ltd held 57 shares of Mid-America Apartment Communities worth $8K as of Q2 2026.
Capital Advisors Ltd bought 1 Mid-America Apartment Communities share in Q2 2026, an estimated $131.
Mid-America Apartment Communities made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #893 holding.
Capital Advisors Ltd first reported a position in Mid-America Apartment Communities in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Mid-America Apartment Communities position peaked at $53K in Q1 2025.
86 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.