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Chartwell Investment Partners’s Mid-America Apartment Communities MAA Stock Holding History

Chartwell Investment Partners’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
2024
Q3 		$3.8M Sell
23,917
-2,041
-8% -$311K 0.13% 223
2024
Q2 		$3.7M Sell
25,958
-2,751
-10% -$368K 0.13% 221
2024
Q1 		$3.78M Sell
28,709
-5,733
-17% -$745K 0.13% 224
2023
Q4 		$4.63M Sell
34,442
-24,243
-41% -$3.08M 0.16% 204
2023
Q3 		$7.55M Sell
58,685
-1,446
-2% -$209K 0.29% 124
2023
Q2 		$9.13M Sell
60,131
-2,482
-4% -$373K 0.33% 107
2023
Q1 		$9.46M Sell
62,613
-2,360
-4% -$374K 0.36% 93
2022
Q4 		$10.2M Sell
64,973
-4,148
-6% -$646K 0.4% 87
2022
Q3 		$10.7M Buy
69,121
+8,810
+15% +$1.52M 0.46% 60
2022
Q2 		$10.5M Sell
60,311
-2,055
-3% -$382K 0.42% 69
2022
Q1 		$13.1M Sell
62,366
-3,266
-5% -$684K 0.44% 68
2021
Q4 		$15.1M Sell
65,632
-2,912
-4% -$602K 0.44% 71
2021
Q3 		$12.8M Sell
68,544
-8,387
-11% -$1.57M 0.4% 87
2021
Q2 		$13M Sell
76,931
-7,096
-8% -$1.13M 0.38% 97
2021
Q1 		$12.1M Sell
84,027
-25,065
-23% -$3.41M 0.36% 107
2020
Q4 		$13.8M Sell
109,092
-2,558
-2% -$316K 0.44% 74
2020
Q3 		$12.9M Buy
111,650
+2,092
+2% +$241K 0.47% 56
2020
Q2 		$12.6M Sell
109,558
-1,190
-1% -$134K 0.49% 60
2020
Q1 		$11.4M Sell
110,748
-13,459
-11% -$1.75M 0.53% 52
2019
Q4 		$16.4M Sell
124,207
-5,117
-4% -$685K 0.54% 50
2019
Q3 		$16.8M Sell
129,324
-18,172
-12% -$2.26M 0.56% 34
2019
Q2 		$17.4M Sell
147,496
-2,646
-2% -$298K 0.57% 32
2019
Q1 		$16.4M Buy
150,142
+109,934
+273% +$11.3M 0.53% 43
2018
Q4 		$3.85M Buy
40,208
+11,855
+42% +$1.18M 0.14% 226
2018
Q3 		$2.84M Buy
28,353
+961
+4% +$97.2K 0.08% 324
2018
Q2 		$2.76M Buy
27,392
+8,125
+42% +$758K 0.08% 314
2018
Q1 		$1.76M Sell
19,267
-1,030
-5% -$93.2K 0.06% 313
2017
Q4 		$2.04M Hold
20,297
– – 0.07% 327
2017
Q3 		$2.17M Buy
20,297
+5,460
+37% +$573K 0.07% 316
2017
Q2 		$1.56M Sell
14,837
-100
-0.7% -$10.3K 0.06% 320
2017
Q1 		$1.52M Buy
14,937
+2,760
+23% +$273K 0.06% 316
2016
Q4 		$1.19M Buy
12,177
+2,325
+24% +$214K 0.04% 362
2016
Q3 		$926K Sell
9,852
-141,522
-93% -$14.1M 0.02% 375
2016
Q2 		$16.1M Buy
151,374
+50
+0% +$5.02K 0.29% 104
2016
Q1 		$15.5M Sell
151,324
-76,583
-34% -$7.11M 0.29% 90
2015
Q4 		$20.7M Sell
227,907
-876
-0.4% -$76.1K 0.42% 61
2015
Q3 		$18.7M Sell
228,783
-7,800
-3% -$616K 0.4% 77
2015
Q2 		$17.2M Sell
236,583
-16,273
-6% -$1.23M 0.34% 102
2015
Q1 		$19.5M Buy
252,856
+15,978
+7% +$1.23M 0.38% 98
2014
Q4 		$17.7M Buy
236,878
+13,145
+6% +$937K 0.37% 95
2014
Q3 		$14.7M Sell
223,733
-8,420
-4% -$600K 0.33% 114
2014
Q2 		$17M Buy
232,153
+192,153
+480% +$13.6M 0.35% 110
2014
Q1 		$2.73M Sell
40,000
-209,668
-84% -$13.7M 0.06% 280
2013
Q4 		$15.2M Buy
249,668
+23,660
+10% +$1.48M 0.31% 139
2013
Q3 		$14.1M Buy
226,008
+15,850
+8% +$1.02M 0.32% 136
2013
Q2 		$14.2M Buy
+210,158
New +$14.5M 0.36% 105

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chartwell Investment Partners's MAA Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Mid-America Apartment Communities (MAA) stake by 7.9% in Q3 2024, selling an estimated $311K and leaving 23,917 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #223.

Chartwell Investment Partners first reported a position in MAA in Q2 2013 and has held it in 46 quarters since. The position peaked at $20.7M in Q4 2015. 716 funds tracked by Wall St. Rank hold MAA as of Q3 2024.

  • Chartwell Investment Partners held 23,917 shares of Mid-America Apartment Communities worth $3.8M as of Q3 2024.
  • Chartwell Investment Partners sold 2,041 Mid-America Apartment Communities shares in Q3 2024, an estimated $311K.
  • Mid-America Apartment Communities made up 0.13% of Chartwell Investment Partners's portfolio in Q3 2024, its #223 holding.
  • Chartwell Investment Partners first reported a position in Mid-America Apartment Communities in Q2 2013 and has held it in 46 quarters since.
  • Chartwell Investment Partners's Mid-America Apartment Communities position peaked at $20.7M in Q4 2015.
  • 716 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.