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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Compass Wealth Management's MAA Position: Q1 2026 in Review

Compass Wealth Management increased its Mid-America Apartment Communities (MAA) stake by 126% in Q1 2026, buying an estimated $3.1M and bringing the position to 42,220 shares worth $5.16M. The position accounts for 1.27% of the portfolio, ranked #30.

Compass Wealth Management first reported a position in MAA in Q4 2023 and has held it in 8 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Compass Wealth Management held 42,220 shares of Mid-America Apartment Communities worth $5.16M as of Q1 2026.
Compass Wealth Management bought 23,516 Mid-America Apartment Communities shares in Q1 2026, an estimated $3.1M.
Mid-America Apartment Communities made up 1.27% of Compass Wealth Management's portfolio in Q1 2026, its #30 holding.
Compass Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2023 and has held it in 8 quarters since.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.