PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Mid-America Apartment Communities MAA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	–	Sell	-294	Closed	-$40.8K	–	549
2025 Q4	$40.8K	Buy	+294	New	+$39.2K	0.01%	321
2024 Q1	–	Sell	-57	Closed	-$7.66K	–	360
2023 Q4	$7.66K	Buy	+57	New	+$7.25K	﹤0.01%	265
2023 Q2	–	Sell	-200	Closed	-$30.2K	–	296
2023 Q1	$30.2K	Hold	200	–	–	0.02%	183
2022 Q4	$31.4K	Buy	+200	New	+$31.1K	0.03%	180

Other funds holding MAA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MAA Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 294 shares — an estimated $40.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MAA in Q4 2022 and held it in 4 quarters. The position peaked at $40.8K in Q4 2025. 750 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 294 Mid-America Apartment Communities shares in Q1 2026, an estimated $40.8K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Mid-America Apartment Communities in Q4 2022 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Mid-America Apartment Communities position peaked at $40.8K in Q4 2025.
750 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.