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EP Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

EP Wealth Advisors’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 		$540K Buy
3,885
+1,466
+61% +$191K ﹤0.01% 997
2026
Q1 		$295K Buy
2,419
+97
+4% +$12.8K ﹤0.01% 1176
2025
Q4 		$323K Buy
+2,322
New +$309K ﹤0.01% 1094
2025
Q2 		$548K Buy
3,699
+477
+15% +$74.4K ﹤0.01% 750
2025
Q1 		$540K Buy
3,222
+17
+0.5% +$2.69K ﹤0.01% 679
2024
Q4 		$495K Sell
3,205
-236
-7% -$36.8K ﹤0.01% 697
2024
Q3 		$547K Buy
+3,441
New +$524K ﹤0.01% 660

Other funds holding MAA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's MAA Position: Q2 2026 in Review

EP Wealth Advisors increased its Mid-America Apartment Communities (MAA) stake by 61% in Q2 2026, buying an estimated $191K and bringing the position to 3,885 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

EP Wealth Advisors first reported a position in MAA in Q3 2024 and has held it in 7 quarters since. The position peaked at $548K in Q2 2025. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • EP Wealth Advisors held 3,885 shares of Mid-America Apartment Communities worth $540K as of Q2 2026.
  • EP Wealth Advisors bought 1,466 Mid-America Apartment Communities shares in Q2 2026, an estimated $191K.
  • Mid-America Apartment Communities made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #997 holding.
  • EP Wealth Advisors first reported a position in Mid-America Apartment Communities in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Mid-America Apartment Communities position peaked at $548K in Q2 2025.
  • 775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.