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

Compass 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 Q2	$6.99M	Buy	50,293 +8,073	+19%	+$1.05M	1.32%	23
2026 Q1	$5.16M	Buy	42,220 +23,516	+126%	+$3.1M	1.27%	30
2025 Q4	$2.6M	Buy	+18,704	New	+$2.49M	0.65%	56
2025 Q2	–	Sell	-1,000	Closed	-$168K	–	294
2025 Q1	$168K	Hold	1,000	–	–	0.04%	157
2024 Q4	$155K	Hold	1,000	–	–	0.04%	162
2024 Q3	$159K	Sell	1,000 -20	-2%	-$3.05K	0.04%	166
2024 Q2	$145K	Hold	1,020	–	–	0.04%	174
2024 Q1	$134K	Hold	1,020	–	–	0.03%	181
2023 Q4	$137K	Buy	+1,020	New	+$130K	0.04%	172

Other funds holding MAA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Wealth Management's MAA Position: Q2 2026 in Review

Compass Wealth Management increased its Mid-America Apartment Communities (MAA) stake by 19% in Q2 2026, buying an estimated $1.05M and bringing the position to 50,293 shares worth $6.99M. The position accounts for 1.32% of the portfolio, ranked #23.

Compass Wealth Management first reported a position in MAA in Q4 2023 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Compass Wealth Management held 50,293 shares of Mid-America Apartment Communities worth $6.99M as of Q2 2026.
Compass Wealth Management bought 8,073 Mid-America Apartment Communities shares in Q2 2026, an estimated $1.05M.
Mid-America Apartment Communities made up 1.32% of Compass Wealth Management's portfolio in Q2 2026, its #23 holding.
Compass Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2023 and has held it in 9 quarters since.
775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.