Carson Wealth (CWM LLC)’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18M | Buy |
147,122
+14,682
| +11% | +$1.94M | 0.05% | 363 |
|
|
2025
Q4 | $18.4M | Buy |
132,440
+19,512
| +17% | +$2.6M | 0.05% | 346 |
|
|
2025
Q3 | $15.8M | Buy |
112,928
+3,814
| +3% | +$551K | 0.05% | 344 |
|
|
2025
Q2 | $16.1M | Sell |
109,114
-350
| -0.3% | -$54.6K | 0.06% | 289 |
|
|
2025
Q1 | $18.3M | Sell |
109,464
-2,216
| -2% | -$351K | 0.07% | 234 |
|
|
2024
Q4 | $17.3M | Sell |
111,680
-3,284
| -3% | -$513K | 0.07% | 232 |
|
|
2024
Q3 | $18.3M | Sell |
114,964
-4,820
| -4% | -$735K | 0.08% | 222 |
|
|
2024
Q2 | $17.1M | Sell |
119,784
-1,810
| -1% | -$242K | 0.08% | 224 |
|
|
2024
Q1 | $16M | Buy |
121,594
+1,779
| +1% | +$231K | 0.08% | 224 |
|
|
2023
Q4 | $16.1M | Sell |
119,815
-11,699
| -9% | -$1.49M | 0.09% | 217 |
|
|
2023
Q3 | $16.9M | Sell |
131,514
-992
| -0.7% | -$143K | 0.1% | 180 |
|
|
2023
Q2 | $20.1M | Sell |
132,506
-8,837
| -6% | -$1.33M | 0.12% | 156 |
|
|
2023
Q1 | $21.3M | Buy |
141,343
+5,047
| +4% | +$800K | 0.14% | 140 |
|
|
2022
Q4 | $21.4M | Buy |
136,296
+11,700
| +9% | +$1.82M | 0.16% | 134 |
|
|
2022
Q3 | $19.3M | Buy |
124,596
+6,456
| +5% | +$1.11M | 0.15% | 129 |
|
|
2022
Q2 | $20.6M | Buy |
118,140
+8,250
| +8% | +$1.53M | 0.16% | 120 |
|
|
2022
Q1 | $23M | Buy |
109,890
+457
| +0.4% | +$95.7K | 0.16% | 127 |
|
|
2021
Q4 | $25.1M | Buy |
+109,433
| New | +$22.6M | 0.18% | 117 |
|
|
2021
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2021
Q1 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q4 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q3 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2020
Q1 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q4 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q3 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q2 | $57K | Hold |
341
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q1 | $57K | Buy |
341
+339
| +16,950% | +$34.9K | ﹤0.01% | 1341 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | +$198 | ﹤0.01% | 2186 |
|
|
2018
Q1 | – | Sell |
-134
| Closed | -$13K | – | 1486 |
|
|
2017
Q4 | $13K | Hold |
134
| – | – | ﹤0.01% | 820 |
|
|
2017
Q3 | $14K | Hold |
134
| – | – | ﹤0.01% | 805 |
|
|
2017
Q2 | $14K | Hold |
134
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $14K | Hold |
134
| – | – | ﹤0.01% | 683 |
|
|
2016
Q4 | $13K | Buy |
+134
| New | +$12.3K | ﹤0.01% | 684 |
|
Other funds holding MAA
VPM
VCM
AAMU
Carson Wealth (CWM LLC)'s MAA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Mid-America Apartment Communities (MAA) stake by 11% in Q1 2026, buying an estimated $1.94M and bringing the position to 147,122 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #363.
Carson Wealth (CWM LLC) first reported a position in MAA in Q4 2016 and has held it in 34 quarters since. The position peaked at $25.1M in Q4 2021. 750 funds tracked by Wall St. Rank hold MAA as of Q1 2026.
- Carson Wealth (CWM LLC) held 147,122 shares of Mid-America Apartment Communities worth $18M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 14,682 Mid-America Apartment Communities shares in Q1 2026, an estimated $1.94M.
- Mid-America Apartment Communities made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #363 holding.
- Carson Wealth (CWM LLC) first reported a position in Mid-America Apartment Communities in Q4 2016 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Mid-America Apartment Communities position peaked at $25.1M in Q4 2021.
- 750 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.