IAA
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Independent Advisor Alliance’s Mid-America Apartment Communities MAA Stock Holding History

Independent Advisor Alliance’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
-1,824
Closed -$253K – 1637
2025
Q4 		$253K Sell
1,824
-192
-10% -$25.6K 0.01% 851
2025
Q3 		$282K Sell
2,016
-221
-10% -$31.9K 0.01% 786
2025
Q2 		$331K Sell
2,237
-4
-0.2% -$624 0.01% 697
2025
Q1 		$376K Sell
2,241
-86
-4% -$13.6K 0.01% 593
2024
Q4 		$360K Buy
2,327
+349
+18% +$54.5K ﹤0.01% 1063
2024
Q3 		$314K Sell
1,978
-100
-5% -$15.2K 0.01% 554
2024
Q2 		$296K Buy
2,078
+22
+1% +$2.94K 0.01% 573
2024
Q1 		$270K Sell
2,056
-97
-5% -$12.6K 0.01% 595
2023
Q4 		$289K Sell
2,153
-125
-5% -$15.9K 0.01% 556
2023
Q3 		$293K Sell
2,278
-13
-0.6% -$1.88K 0.01% 522
2023
Q2 		$348K Sell
2,291
-29
-1% -$4.36K 0.02% 502
2023
Q1 		$350K Buy
+2,320
New +$368K 0.02% 488
2022
Q4 		– Sell
-2,516
Closed -$390K – 535
2022
Q3 		$390K Buy
2,516
+151
+6% +$26K 0.02% 425
2022
Q2 		$413K Sell
2,365
-23
-1% -$4.28K 0.02% 421
2022
Q1 		$500K Buy
2,388
+406
+20% +$85.1K 0.02% 393
2021
Q4 		$455K Buy
1,982
+49
+3% +$10.1K 0.02% 414
2021
Q3 		$361K Sell
1,933
-66
-3% -$12.4K 0.02% 442
2021
Q2 		$337K Buy
1,999
+101
+5% +$16.1K 0.02% 480
2021
Q1 		$274K Buy
1,898
+1
+0.1% +$136 0.02% 499
2020
Q4 		$240K Sell
1,897
-52
-3% -$6.42K 0.02% 480
2020
Q3 		$226K Buy
1,949
+145
+8% +$16.7K 0.02% 434
2020
Q2 		$207K Buy
+1,804
New +$203K 0.02% 434
2020
Q1 		– Sell
-1,585
Closed -$209K – 673
2019
Q4 		$209K Buy
+1,585
New +$212K 0.01% 808
2017
Q4 		– Sell
-2,093
Closed -$227K – 330
2017
Q3 		$227K Buy
+2,093
New +$220K 0.06% 239

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

Independent Advisor Alliance's MAA Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 1,824 shares — an estimated $253K sold.

Independent Advisor Alliance first reported a position in MAA in Q3 2017 and held it in 24 quarters. The position peaked at $500K in Q1 2022. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,824 Mid-America Apartment Communities shares in Q1 2026, an estimated $253K.
  • Independent Advisor Alliance first reported a position in Mid-America Apartment Communities in Q3 2017 and held it in 24 quarters.
  • Independent Advisor Alliance's Mid-America Apartment Communities position peaked at $500K in Q1 2022.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.