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

Capital Advisors Wealth Management’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	$698K	Sell	5,716 -294	-5%	-$38.8K	0.09%	117
2025 Q4	$835K	Sell	6,010 -1,343	-18%	-$179K	0.11%	97
2025 Q3	$1.03M	Buy	7,353 +133	+2%	+$19.2K	0.15%	77
2025 Q2	$1.07M	Buy	7,220 +232	+3%	+$36.2K	0.17%	69
2025 Q1	$1.17M	Buy	6,988 +411	+6%	+$65K	0.21%	63
2024 Q4	$1.02M	Buy	6,577 +1,149	+21%	+$179K	0.18%	65
2024 Q3	$862K	Buy	5,428 +1,558	+40%	+$237K	0.16%	68
2024 Q2	$552K	Buy	3,870 +515	+15%	+$68.9K	0.11%	82
2024 Q1	$441K	Buy	+3,355	New	+$436K	0.09%	94

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Wealth Management's MAA Position: Q1 2026 in Review

Capital Advisors Wealth Management reduced its Mid-America Apartment Communities (MAA) stake by 4.9% in Q1 2026, selling an estimated $38.8K and leaving 5,716 shares worth $698K. The position accounts for 0.09% of the portfolio, ranked #117.

Capital Advisors Wealth Management first reported a position in MAA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Capital Advisors Wealth Management held 5,716 shares of Mid-America Apartment Communities worth $698K as of Q1 2026.
Capital Advisors Wealth Management sold 294 Mid-America Apartment Communities shares in Q1 2026, an estimated $38.8K.
Mid-America Apartment Communities made up 0.09% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #117 holding.
Capital Advisors Wealth Management first reported a position in Mid-America Apartment Communities in Q1 2024 and has held it in 9 quarters since.
Capital Advisors Wealth Management's Mid-America Apartment Communities position peaked at $1.17M in Q1 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.