First Trust Direct Indexing’s Mid-America Apartment Communities MAA Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-2,654	Closed	-$422K	–	538
2024 Q3	$422K	Buy	2,654 +691	+35%	+$105K	0.02%	600
2024 Q2	$280K	Buy	+1,963	New	+$262K	0.02%	693
2023 Q1	–	Sell	-1,336	Closed	-$210K	–	712
2022 Q4	$210K	Buy	1,336 +39	+3%	+$6.07K	0.03%	617
2022 Q3	$201K	Sell	1,297 -187	-13%	-$32.2K	0.03%	588
2022 Q2	$259K	Buy	1,484 +190	+15%	+$35.3K	0.04%	515
2022 Q1	$271K	Buy	1,294 +305	+31%	+$63.9K	0.03%	532
2021 Q4	$227K	Buy	+989	New	+$204K	0.03%	574
2021 Q3	–	Sell	-2,118	Closed	-$357K	–	671
2021 Q2	$357K	Buy	2,118 +163	+8%	+$26K	0.05%	421
2021 Q1	$282K	Sell	1,955 -4	-0.2%	-$544	0.08%	318
2020 Q4	$248K	Buy	+1,959	New	+$242K	0.07%	323

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Direct Indexing's MAA Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Mid-America Apartment Communities (MAA) in Q4 2024, closing a stake of 2,654 shares — an estimated $422K sold.

First Trust Direct Indexing first reported a position in MAA in Q4 2020 and held it in 10 quarters. The position peaked at $422K in Q3 2024. 709 funds tracked by Wall St. Rank hold MAA as of Q4 2024.

First Trust Direct Indexing reported no remaining Mid-America Apartment Communities position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,654 Mid-America Apartment Communities shares in Q4 2024, an estimated $422K.
First Trust Direct Indexing first reported a position in Mid-America Apartment Communities in Q4 2020 and held it in 10 quarters.
First Trust Direct Indexing's Mid-America Apartment Communities position peaked at $422K in Q3 2024.
709 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.