Capstone Investment Advisors
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Capstone Investment Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-800
Closed -$124K – 1674
2024
Q4 		$124K Sell
800
-2,100
-72% -$328K ﹤0.01% 1675
2024
Q3 		$461K Buy
2,900
+300
+12% +$45.7K ﹤0.01% 1238
2024
Q2 		$371K Buy
2,600
+100
+4% +$13.4K ﹤0.01% 1466
2024
Q1 		$329K Buy
2,500
+500
+25% +$65K ﹤0.01% 1788
2023
Q4 		$269K Sell
2,000
-100
-5% -$12.7K ﹤0.01% 1640
2023
Q3 		$270K Sell
2,100
-600
-22% -$86.7K ﹤0.01% 1663
2023
Q2 		$410K Hold
2,700
– – ﹤0.01% 1242
2023
Q1 		$408K Buy
+2,700
New +$428K ﹤0.01% 1075
2022
Q3 		– Sell
-1,000
Closed -$175K – 1721
2022
Q2 		$175K Sell
1,000
-5,500
-85% -$1.02M ﹤0.01% 1441
2022
Q1 		$1.36M Buy
6,500
+2,800
+76% +$587K ﹤0.01% 1210
2021
Q4 		$849K Sell
3,700
-2,300
-38% -$476K ﹤0.01% 1352
2021
Q3 		$1.12M Buy
6,000
+2,000
+50% +$375K ﹤0.01% 1370
2021
Q2 		$674K Sell
4,000
-2,400
-38% -$382K ﹤0.01% 1334
2021
Q1 		$924K Buy
6,400
+3,500
+121% +$476K ﹤0.01% 1148
2020
Q4 		$367K Sell
2,900
-6,300
-68% -$777K ﹤0.01% 1321
2020
Q3 		$1.07M Buy
9,200
+4,400
+92% +$507K 0.01% 998
2020
Q2 		$550K Buy
+4,800
New +$541K ﹤0.01% 1073

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's MAA Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Mid-America Apartment Communities (MAA) in Q1 2025, closing a stake of 2,586 shares — an estimated $400K sold.

Capstone Investment Advisors first reported a position in MAA in Q4 2020 and held it in 13 quarters. The position peaked at $3.33M in Q1 2024. 736 funds tracked by Wall St. Rank hold MAA as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Mid-America Apartment Communities position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,586 Mid-America Apartment Communities shares in Q1 2025, an estimated $400K.
  • Capstone Investment Advisors first reported a position in Mid-America Apartment Communities in Q4 2020 and held it in 13 quarters.
  • Capstone Investment Advisors's Mid-America Apartment Communities position peaked at $3.33M in Q1 2024.
  • 736 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.