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

Heartwood 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
2025
Q4 		– Sell
-2
Closed -$279 – 436
2025
Q3 		$279 Buy
+2
New +$289 ﹤0.01% 623

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's MAA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q4 2025, closing a stake of 2 shares — an estimated $279 sold.

Heartwood Wealth Advisors first reported a position in MAA in Q3 2025 and held it in 1 quarter. The position peaked at $279 in Q3 2025. 768 funds tracked by Wall St. Rank hold MAA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2 Mid-America Apartment Communities shares in Q4 2025, an estimated $279.
  • Heartwood Wealth Advisors first reported a position in Mid-America Apartment Communities in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Mid-America Apartment Communities position peaked at $279 in Q3 2025.
  • 768 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.