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Journey Retirement Planning & Investment Management’s Mid-America Apartment Communities MAA Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-4,040
Closed -$493K – 158
2026
Q1 		$493K Sell
4,040
-9,043
-69% -$1.19M 0.43% 80
2025
Q4 		$1.82M Buy
+13,083
New +$1.74M 0.37% 73

Other funds holding MAA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MAA Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management sold out of Mid-America Apartment Communities (MAA) in Q2 2026, closing a stake of 4,040 shares — an estimated $493K sold.

Journey Retirement Planning & Investment Management first reported a position in MAA in Q4 2025 and held it in 2 quarters. The position peaked at $1.82M in Q4 2025. 398 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Mid-America Apartment Communities position as of Q2 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 4,040 Mid-America Apartment Communities shares in Q2 2026, an estimated $493K.
  • Journey Retirement Planning & Investment Management first reported a position in Mid-America Apartment Communities in Q4 2025 and held it in 2 quarters.
  • Journey Retirement Planning & Investment Management's Mid-America Apartment Communities position peaked at $1.82M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.