Diversified Trust’s Mid-America Apartment Communities MAA Stock Holding History

Diversified Trust’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	$1.45M	Buy	10,421 +8,310	+394%	+$1.08M	0.02%	370
2026 Q1	$258K	Buy	2,111 +57	+3%	+$7.52K	﹤0.01%	893
2025 Q4	$285K	Sell	2,054 -971	-32%	-$129K	0.01%	844
2025 Q3	$423K	Sell	3,025 -217	-7%	-$31.4K	0.01%	697
2025 Q2	$480K	Buy	3,242 +1	+0%	+$156	0.01%	604
2025 Q1	$543K	Sell	3,241 -73	-2%	-$11.6K	0.01%	553
2024 Q4	$512K	Buy	3,314 +49	+2%	+$7.65K	0.01%	591
2024 Q3	$519K	Buy	3,265 +2	+0.1%	+$305	0.01%	572
2024 Q2	$465K	Buy	3,263 +4	+0.1%	+$535	0.01%	559
2024 Q1	$429K	Buy	3,259 +180	+6%	+$23.4K	0.01%	546
2023 Q4	$414K	Buy	3,079 +102	+3%	+$13K	0.01%	553
2023 Q3	$383K	Buy	2,977 +16	+0.5%	+$2.31K	0.01%	544
2023 Q2	$450K	Buy	2,961 +21	+0.7%	+$3.15K	0.02%	503
2023 Q1	$444K	Sell	2,940 -209	-7%	-$33.1K	0.02%	506
2022 Q4	$494K	Sell	3,149 -280	-8%	-$43.6K	0.02%	431
2022 Q3	$532K	Sell	3,429 -2,855	-45%	-$491K	0.02%	375
2022 Q2	$1.1M	Buy	6,284 +3,306	+111%	+$615K	0.05%	198
2022 Q1	$624K	Sell	2,978 -1,385	-32%	-$290K	0.02%	380
2021 Q4	$1M	Buy	4,363 +2,512	+136%	+$519K	0.03%	260
2021 Q3	$346K	Buy	1,851 +272	+17%	+$51K	0.01%	535
2021 Q2	$266K	Sell	1,579 -1,579	-50%	-$251K	0.01%	595
2021 Q1	$456K	Sell	3,158 -139	-4%	-$18.9K	0.02%	403
2020 Q4	$418K	Buy	3,297 +689	+26%	+$85K	0.02%	409
2020 Q3	$302K	Hold	2,608	–	–	0.01%	445
2020 Q2	$299K	Buy	+2,608	New	+$294K	0.02%	395
2020 Q1	–	Sell	-1,641	Closed	-$216K	–	461
2019 Q4	$216K	Buy	+1,641	New	+$220K	0.01%	409
2019 Q3	–	Sell	-1,979	Closed	-$233K	–	365
2019 Q2	$233K	Hold	1,979	–	–	0.01%	322
2019 Q1	$216K	Sell	1,979 -307	-13%	-$31.6K	0.01%	318
2018 Q4	$219K	Sell	2,286 -180	-7%	-$17.9K	0.01%	309
2018 Q3	$247K	Sell	2,466 -3,468	-58%	-$351K	0.01%	280
2018 Q2	$597K	Buy	5,934 +2,300	+63%	+$215K	0.04%	145
2018 Q1	$332K	Sell	3,634 -5	-0.1%	-$452	0.02%	214
2017 Q4	$366K	Buy	3,639 +200	+6%	+$20.8K	0.02%	200
2017 Q3	$368K	Hold	3,439	–	–	0.03%	185
2017 Q2	$362K	Hold	3,439	–	–	0.03%	193
2017 Q1	$350K	Buy	3,439 +5	+0.1%	+$494	0.03%	185
2016 Q4	$336K	Buy	+3,434	New	+$316K	0.03%	176
2016 Q3	–	Sell	-2,758	Closed	-$293K	–	329
2016 Q2	$293K	Buy	+2,758	New	+$277K	0.03%	308
2016 Q1	–	Sell	-8,128	Closed	-$738K	–	398
2015 Q4	$738K	Hold	8,128	–	–	0.08%	214
2015 Q3	$665K	Hold	8,128	–	–	0.07%	227
2015 Q2	$592K	Hold	8,128	–	–	0.06%	271
2015 Q1	$628K	Hold	8,128	–	–	0.05%	281
2014 Q4	$607K	Buy	+8,128	New	+$580K	0.06%	296
2014 Q2	$681K	Buy	+9,328	New	+$660K	0.06%	310
2013 Q4	$567K	Sell	9,328 -1,000	-10%	-$62.5K	0.06%	301
2013 Q3	$646K	Hold	10,328	–	–	0.07%	276
2013 Q2	$700K	Buy	+10,328	New	+$711K	0.08%	251

Other funds holding MAA

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's MAA Position: Q2 2026 in Review

Diversified Trust increased its Mid-America Apartment Communities (MAA) stake by 394% in Q2 2026, buying an estimated $1.08M and bringing the position to 10,421 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #370.

Diversified Trust first reported a position in MAA in Q2 2013 and has held it in 47 quarters since. 85 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Diversified Trust held 10,421 shares of Mid-America Apartment Communities worth $1.45M as of Q2 2026.
Diversified Trust bought 8,310 Mid-America Apartment Communities shares in Q2 2026, an estimated $1.08M.
Mid-America Apartment Communities made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #370 holding.
Diversified Trust first reported a position in Mid-America Apartment Communities in Q2 2013 and has held it in 47 quarters since.
85 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.