GoalVest Advisory’s Mid-America Apartment Communities MAA Stock Holding History

GoalVest Advisory’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	$27.6K	Sell	199 -41	-17%	-$5.35K	0.01%	275
2026 Q1	$29.3K	Sell	240 -150	-38%	-$19.8K	0.01%	283
2025 Q4	$54.2K	Buy	390 +150	+63%	+$20K	0.01%	237
2025 Q3	$33.5K	Hold	240	–	–	0.01%	254
2025 Q2	$35.5K	Hold	240	–	–	0.01%	231
2025 Q1	$40.2K	Buy	240 +160	+200%	+$25.3K	0.01%	198
2024 Q4	$12.4K	Hold	80	–	–	﹤0.01%	270
2024 Q3	$12.7K	Hold	80	–	–	﹤0.01%	299
2024 Q2	$11.4K	Sell	80 -115	-59%	-$15.4K	﹤0.01%	269
2024 Q1	$25.7K	Buy	195 +60	+44%	+$7.8K	0.01%	246
2023 Q4	$18.2K	Sell	135 -80	-37%	-$10.2K	0.01%	212
2023 Q3	$27.7K	Buy	215 +100	+87%	+$14.4K	0.01%	188
2023 Q2	$17.5K	Hold	115	–	–	0.01%	210
2023 Q1	$17.4K	Hold	115	–	–	0.01%	168
2022 Q4	$18.1K	Hold	115	–	–	0.01%	163
2022 Q3	$18K	Hold	115	–	–	0.01%	161
2022 Q2	$20K	Sell	115 -1	-0.9%	-$186	0.01%	222
2022 Q1	$24K	Buy	+116	New	+$24.3K	0.01%	183

Other funds holding MAA

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

GoalVest Advisory's MAA Position: Q2 2026 in Review

GoalVest Advisory reduced its Mid-America Apartment Communities (MAA) stake by 17% in Q2 2026, selling an estimated $5.35K and leaving 199 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #275.

GoalVest Advisory first reported a position in MAA in Q1 2022 and has held it in 18 quarters since. The position peaked at $54.2K in Q4 2025. 134 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

GoalVest Advisory held 199 shares of Mid-America Apartment Communities worth $27.6K as of Q2 2026.
GoalVest Advisory sold 41 Mid-America Apartment Communities shares in Q2 2026, an estimated $5.35K.
Mid-America Apartment Communities made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #275 holding.
GoalVest Advisory first reported a position in Mid-America Apartment Communities in Q1 2022 and has held it in 18 quarters since.
GoalVest Advisory's Mid-America Apartment Communities position peaked at $54.2K in Q4 2025.
134 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.