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

JFS 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	–	Sell	-4	Closed	-$556	–	1927
2025 Q4	$556	Sell	4 -69	-95%	-$9.19K	﹤0.01%	1787
2025 Q3	$10.2K	Buy	+73	New	+$10.5K	﹤0.01%	894
2024 Q2	–	Sell	-53	Closed	-$6.97K	–	2022
2024 Q1	$6.97K	Sell	53 -6	-10%	-$780	﹤0.01%	953
2023 Q4	$7.93K	Buy	59 +7	+13%	+$890	﹤0.01%	860
2023 Q3	$6.69K	Hold	52	–	–	﹤0.01%	873
2023 Q2	$7.9K	Hold	52	–	–	﹤0.01%	805
2023 Q1	$7.86K	Hold	52	–	–	﹤0.01%	803
2022 Q4	$8.16K	Hold	52	–	–	﹤0.01%	783
2022 Q3	$8K	Hold	52	–	–	﹤0.01%	810
2022 Q2	$9K	Hold	52	–	–	﹤0.01%	801
2022 Q1	$11K	Hold	52	–	–	﹤0.01%	764
2021 Q4	$12K	Hold	52	–	–	﹤0.01%	663
2021 Q3	$10K	Hold	52	–	–	﹤0.01%	638
2021 Q2	$9K	Hold	52	–	–	﹤0.01%	456
2021 Q1	$8K	Hold	52	–	–	﹤0.01%	437
2020 Q4	$7K	Hold	52	–	–	﹤0.01%	443
2020 Q3	$6K	Hold	52	–	–	﹤0.01%	430
2020 Q2	$6K	Hold	52	–	–	﹤0.01%	421
2020 Q1	$5K	Hold	52	–	–	﹤0.01%	391
2019 Q4	$7K	Hold	52	–	–	﹤0.01%	389
2019 Q3	$7K	Hold	52	–	–	﹤0.01%	387
2019 Q2	$6K	Hold	52	–	–	﹤0.01%	395
2019 Q1	$6K	Hold	52	–	–	﹤0.01%	385
2018 Q4	$5K	Hold	52	–	–	﹤0.01%	389
2018 Q3	$5K	Hold	52	–	–	﹤0.01%	457
2018 Q2	$5K	Hold	52	–	–	﹤0.01%	409
2018 Q1	$5K	Hold	52	–	–	﹤0.01%	421
2017 Q4	$5K	Hold	52	–	–	﹤0.01%	427
2017 Q3	$6K	Hold	52	–	–	﹤0.01%	388
2017 Q2	$5K	Buy	+52	New	+$5.35K	﹤0.01%	372

Other funds holding MAA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 4 shares — an estimated $556 sold.

JFS Wealth Advisors first reported a position in MAA in Q2 2017 and held it in 30 quarters. The position peaked at $12K in Q4 2021. 751 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

JFS Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 4 Mid-America Apartment Communities shares in Q1 2026, an estimated $556.
JFS Wealth Advisors first reported a position in Mid-America Apartment Communities in Q2 2017 and held it in 30 quarters.
JFS Wealth Advisors's Mid-America Apartment Communities position peaked at $12K in Q4 2021.
751 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.