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

Heritage 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
2026
Q1 		$1.89K Hold
15
– – ﹤0.01% 628
2025
Q4 		$2.15K Hold
15
– – ﹤0.01% 542
2025
Q3 		$2.16K Hold
15
– – ﹤0.01% 520
2025
Q2 		$2.29K Hold
15
– – ﹤0.01% 510
2025
Q1 		$2.59K Buy
+15
New +$2.37K ﹤0.01% 495

Other funds holding MAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's MAA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Mid-America Apartment Communities (MAA) position steady in Q1 2026 at 15 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Heritage Wealth Advisors first reported a position in MAA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.59K in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Heritage Wealth Advisors held 15 shares of Mid-America Apartment Communities worth $1.89K as of Q1 2026.
  • Heritage Wealth Advisors left its Mid-America Apartment Communities share count unchanged in Q1 2026.
  • Mid-America Apartment Communities made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #628 holding.
  • Heritage Wealth Advisors first reported a position in Mid-America Apartment Communities in Q1 2025 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Mid-America Apartment Communities position peaked at $2.59K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.