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

Concentric 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
2024 Q3	$245K	Hold	1,541	–	–	0.06%	126
2024 Q2	$220K	Hold	1,541	–	–	0.06%	130
2024 Q1	$203K	Sell	1,541 -180	-10%	-$23.4K	0.05%	135
2023 Q4	$231K	Sell	1,721 -80	-4%	-$10.2K	0.07%	120
2023 Q3	$232K	Hold	1,801	–	–	0.08%	113
2023 Q2	$274K	Hold	1,801	–	–	0.09%	105
2023 Q1	$272K	Sell	1,801 -170	-9%	-$27K	0.09%	107
2022 Q4	$309K	Sell	1,971 -50	-2%	-$7.79K	0.11%	105
2022 Q3	$313K	Hold	2,021	–	–	0.12%	104
2022 Q2	$353K	Sell	2,021 -400	-17%	-$74.4K	0.12%	102
2022 Q1	$507K	Hold	2,421	–	–	0.15%	97
2021 Q4	$555K	Sell	2,421 -270	-10%	-$55.8K	0.16%	94
2021 Q3	$503K	Sell	2,691 -135	-5%	-$25.3K	0.15%	95
2021 Q2	$476K	Hold	2,826	–	–	0.15%	95
2021 Q1	$408K	Sell	2,826 -120	-4%	-$16.3K	0.13%	100
2020 Q4	$373K	Sell	2,946 -725	-20%	-$89.5K	0.14%	98
2020 Q3	$426K	Hold	3,671	–	–	0.18%	91
2020 Q2	$421K	Sell	3,671 -40	-1%	-$4.5K	0.2%	88
2020 Q1	$382K	Sell	3,711 -30	-0.8%	-$3.9K	0.21%	84
2019 Q4	$493K	Buy	+3,741	New	+$501K	0.21%	89

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concentric Wealth Management's MAA Position: Q3 2024 in Review

Concentric Wealth Management held its Mid-America Apartment Communities (MAA) position steady in Q3 2024 at 1,541 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #126.

Concentric Wealth Management first reported a position in MAA in Q4 2019 and has held it in 20 quarters since. The position peaked at $555K in Q4 2021. 716 funds tracked by Wall St. Rank hold MAA as of Q3 2024.

Concentric Wealth Management held 1,541 shares of Mid-America Apartment Communities worth $245K as of Q3 2024.
Concentric Wealth Management left its Mid-America Apartment Communities share count unchanged in Q3 2024.
Mid-America Apartment Communities made up 0.06% of Concentric Wealth Management's portfolio in Q3 2024, its #126 holding.
Concentric Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2019 and has held it in 20 quarters since.
Concentric Wealth Management's Mid-America Apartment Communities position peaked at $555K in Q4 2021.
716 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.