Concord Wealth Partners’s Mid-America Apartment Communities MAA Stock Holding History

Concord Wealth 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
2026 Q2	$3.33K	Buy	+24	New	+$3.13K	﹤0.01%	706
2026 Q1	–	Sell	-24	Closed	-$3.33K	–	550
2025 Q4	$3.33K	Hold	24	–	–	﹤0.01%	663
2025 Q3	$3.35K	Hold	24	–	–	﹤0.01%	677
2025 Q2	$3.55K	Buy	24 +5	+26%	+$780	﹤0.01%	673
2025 Q1	$3.18K	Hold	19	–	–	﹤0.01%	639
2024 Q4	$2.94K	Hold	19	–	–	﹤0.01%	670
2024 Q3	$3.02K	Hold	19	–	–	﹤0.01%	699
2024 Q2	$2.71K	Hold	19	–	–	﹤0.01%	638
2024 Q1	$2.5K	Buy	+19	New	+$2.47K	﹤0.01%	728
2023 Q4	–	Sell	-34	Closed	-$4.37K	–	940
2023 Q3	$4.37K	Sell	34 -6	-15%	-$867	﹤0.01%	743
2023 Q2	$6.07K	Hold	40	–	–	﹤0.01%	674
2023 Q1	$6.04K	Hold	40	–	–	﹤0.01%	645
2022 Q4	$6.28K	Buy	+40	New	+$6.23K	﹤0.01%	712
2022 Q3	–	Sell	-55	Closed	-$10K	–	714
2022 Q2	$10K	Hold	55	–	–	﹤0.01%	691
2022 Q1	$12K	Hold	55	–	–	﹤0.01%	740
2021 Q4	$13K	Buy	55 +21	+62%	+$4.34K	﹤0.01%	736
2021 Q3	$6K	Hold	34	–	–	﹤0.01%	555
2021 Q2	$6K	Sell	34 -3	-8%	-$478	﹤0.01%	709
2021 Q1	$5K	Buy	+37	New	+$5.03K	﹤0.01%	670

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

Concord Wealth Partners's MAA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Mid-America Apartment Communities (MAA) in Q2 2026: 24 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MAA as recently as Q4 2025.

Concord Wealth Partners first reported a position in MAA in Q1 2021 and has held it in 19 quarters since. The position peaked at $13K in Q4 2021. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Concord Wealth Partners held 24 shares of Mid-America Apartment Communities worth $3.33K as of Q2 2026.
Mid-America Apartment Communities was a new Concord Wealth Partners position in Q2 2026.
Mid-America Apartment Communities made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #706 holding.
Concord Wealth Partners first reported a position in Mid-America Apartment Communities in Q1 2021 and has held it in 19 quarters since.
Concord Wealth Partners's Mid-America Apartment Communities position peaked at $13K in Q4 2021.
775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.