Forward Management’s Mid-America Apartment Communities MAA Stock Holding History

Forward Management’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
2019 Q4	–	Sell	-8,300	Closed	-$1.08M	–	51
2019 Q3	$1.08M	Sell	8,300 -400	-5%	-$49.7K	0.16%	27
2019 Q2	$1.02M	Sell	8,700 -800	-8%	-$90.1K	0.18%	28
2019 Q1	$1.04M	Sell	9,500 -20	-0.2%	-$2.06K	0.15%	24
2018 Q4	$911K	Buy	9,520 +20	+0.2%	+$1.98K	0.28%	24
2018 Q3	$952K	Buy	+9,500	New	+$961K	0.16%	62
2015 Q3	–	Sell	-3,600	Closed	-$262K	–	288
2015 Q2	$262K	Hold	3,600	–	–	0.02%	277
2015 Q1	$278K	Sell	3,600 -4,600	-56%	-$353K	0.02%	285
2014 Q4	$612K	Hold	8,200	–	–	0.03%	210
2014 Q3	$538K	Sell	8,200 -1,800	-18%	-$128K	0.03%	227
2014 Q2	$731K	Hold	10,000	–	–	0.04%	187
2014 Q1	$683K	Hold	10,000	–	–	0.04%	187
2013 Q4	$607K	Buy	+10,000	New	+$625K	0.04%	205

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forward Management's MAA Position: Q4 2019 in Review

Forward Management sold out of Mid-America Apartment Communities (MAA) in Q4 2019, closing a stake of 8,300 shares — an estimated $1.08M sold.

Forward Management first reported a position in MAA in Q4 2013 and held it in 12 quarters. The position peaked at $1.08M in Q3 2019. 532 funds tracked by Wall St. Rank hold MAA as of Q4 2019.

Forward Management reported no remaining Mid-America Apartment Communities position as of Q4 2019 after selling out during the quarter.
Forward Management sold 8,300 Mid-America Apartment Communities shares in Q4 2019, an estimated $1.08M.
Forward Management first reported a position in Mid-America Apartment Communities in Q4 2013 and held it in 12 quarters.
Forward Management's Mid-America Apartment Communities position peaked at $1.08M in Q3 2019.
532 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2019.

Based on Forward Management's 13F filing for Q4 2019, filed 4 Feb 2020.