CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Mid-America Apartment Communities MAA Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$3.07M Buy
25,179
+5,462
+28% +$721K 0.01% 983
2025
Q4 		$2.74M Buy
19,717
+8,915
+83% +$1.19M 0.01% 935
2025
Q3 		$1.51M Sell
10,802
-645
-6% -$93.2K ﹤0.01% 1188
2025
Q2 		$1.69M Buy
11,447
+4,319
+61% +$674K ﹤0.01% 1053
2025
Q1 		$1.19M Sell
7,128
-364
-5% -$57.6K ﹤0.01% 1169
2024
Q4 		$1.16M Buy
7,492
+401
+6% +$62.6K ﹤0.01% 1158
2024
Q3 		$1.13M Buy
7,091
+251
+4% +$38.3K ﹤0.01% 1123
2024
Q2 		$976K Sell
6,840
-780
-10% -$104K ﹤0.01% 1149
2024
Q1 		$1M Sell
7,620
-4,311
-36% -$560K ﹤0.01% 1121
2023
Q4 		$1.6M Buy
11,931
+2,825
+31% +$359K 0.01% 1010
2023
Q3 		$1.17M Buy
9,106
+559
+7% +$80.8K ﹤0.01% 1109
2023
Q2 		$1.3M Sell
8,547
-311
-4% -$46.7K 0.01% 1039
2023
Q1 		$1.34M Buy
8,858
+40
+0.5% +$6.34K 0.01% 895
2022
Q4 		$1.38M Buy
8,818
+13
+0.1% +$2.02K 0.01% 837
2022
Q3 		$1.36M Buy
+8,805
New +$1.52M 0.01% 800

Other funds holding MAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAPTRUST Financial Advisors's MAA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Mid-America Apartment Communities (MAA) stake by 28% in Q1 2026, buying an estimated $721K and bringing the position to 25,179 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #983.

CAPTRUST Financial Advisors first reported a position in MAA in Q3 2022 and has held it in 15 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • CAPTRUST Financial Advisors held 25,179 shares of Mid-America Apartment Communities worth $3.07M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,462 Mid-America Apartment Communities shares in Q1 2026, an estimated $721K.
  • Mid-America Apartment Communities made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #983 holding.
  • CAPTRUST Financial Advisors first reported a position in Mid-America Apartment Communities in Q3 2022 and has held it in 15 quarters since.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.