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

EverSource 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 Q1	$201K	Buy	1,643 +729	+80%	+$96.2K	0.01%	1057
2025 Q4	$127K	Buy	914 +376	+70%	+$50.1K	﹤0.01%	1190
2025 Q3	$75.2K	Sell	538 -389	-42%	-$56.2K	﹤0.01%	1422
2025 Q2	$137K	Buy	927 +299	+48%	+$46.7K	0.01%	1040
2025 Q1	$105K	Buy	628 +227	+57%	+$35.9K	0.01%	890
2024 Q4	$62K	Buy	401 +4	+1%	+$625	﹤0.01%	1090
2024 Q3	$63.1K	Buy	397 +6	+2%	+$914	﹤0.01%	970
2024 Q2	$54.6K	Buy	391 +280	+252%	+$37.4K	﹤0.01%	1048
2024 Q1	$14.4K	Buy	111 +8	+8%	+$1.04K	﹤0.01%	1522
2023 Q4	$13.8K	Buy	103 +79	+329%	+$10K	﹤0.01%	1412
2023 Q3	$3.09K	Sell	24 -5	-17%	-$722	﹤0.01%	1878
2023 Q2	$4.4K	Buy	29 +7	+32%	+$1.05K	﹤0.01%	1782
2023 Q1	$3.32K	Sell	22 -72	-77%	-$11.4K	﹤0.01%	1777
2022 Q4	$14.8K	Buy	94 +61	+185%	+$9.5K	﹤0.01%	1180
2022 Q3	$5K	Buy	33 +22	+200%	+$3.79K	﹤0.01%	1376
2022 Q2	$2K	Sell	11 -7	-39%	-$1.3K	﹤0.01%	1529
2022 Q1	$4K	Buy	18 +7	+64%	+$1.47K	﹤0.01%	1347
2021 Q4	$3K	Buy	+11	New	+$2.27K	﹤0.01%	1438

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's MAA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Mid-America Apartment Communities (MAA) stake by 80% in Q1 2026, buying an estimated $96.2K and bringing the position to 1,643 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1057.

EverSource Wealth Advisors first reported a position in MAA in Q4 2021 and has held it in 18 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

EverSource Wealth Advisors held 1,643 shares of Mid-America Apartment Communities worth $201K as of Q1 2026.
EverSource Wealth Advisors bought 729 Mid-America Apartment Communities shares in Q1 2026, an estimated $96.2K.
Mid-America Apartment Communities made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1057 holding.
EverSource Wealth Advisors first reported a position in Mid-America Apartment Communities in Q4 2021 and has held it in 18 quarters since.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.