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 Q3	$2.83K	Hold	24	–	–	﹤0.01%	682
2026 Q2	$3.34K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Concord Wealth Partners's MAA Position: Q3 2026 in Review

Concord Wealth Partners held its Mid-America Apartment Communities (MAA) position steady in Q3 2026 at 24 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Concord Wealth Partners first reported a position in MAA in Q1 2021 and has held it in 20 quarters since. The position peaked at $13K in Q4 2021. 419 funds tracked by Wall St. Rank hold MAA as of Q3 2026.

Concord Wealth Partners held 24 shares of Mid-America Apartment Communities worth $2.83K as of Q3 2026.
Concord Wealth Partners left its Mid-America Apartment Communities share count unchanged in Q3 2026.
Mid-America Apartment Communities made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #682 holding.
Concord Wealth Partners first reported a position in Mid-America Apartment Communities in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's Mid-America Apartment Communities position peaked at $13K in Q4 2021.
419 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.