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

Kingswood 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	$2.54M	Sell	20,796 -655	-3%	-$86.4K	0.12%	191
2025 Q4	$2.98M	Sell	21,451 -596	-3%	-$79.4K	0.14%	156
2025 Q3	$3.08M	Sell	22,047 -1,731	-7%	-$250K	0.19%	130
2025 Q2	$3.52M	Sell	23,778 -464	-2%	-$72.4K	0.28%	82
2025 Q1	$4.06M	Sell	24,242 -1,623	-6%	-$257K	0.37%	52
2024 Q4	$4M	Sell	25,865 -1,717	-6%	-$268K	0.3%	64
2024 Q3	$4.38M	Sell	27,582 -69	-0.2%	-$10.5K	0.31%	69
2024 Q2	$3.94M	Buy	27,651 +7,260	+36%	+$971K	0.36%	62
2024 Q1	$2.68M	Sell	20,391 -6,454	-24%	-$839K	0.31%	70
2023 Q4	$3.61M	Buy	26,845 +1,827	+7%	+$232K	0.41%	47
2023 Q3	$3.22M	Buy	+25,018	New	+$3.61M	0.55%	42

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Mid-America Apartment Communities (MAA) stake by 3.1% in Q1 2026, selling an estimated $86.4K and leaving 20,796 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #191.

Kingswood Wealth Advisors first reported a position in MAA in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.38M in Q3 2024. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Kingswood Wealth Advisors held 20,796 shares of Mid-America Apartment Communities worth $2.54M as of Q1 2026.
Kingswood Wealth Advisors sold 655 Mid-America Apartment Communities shares in Q1 2026, an estimated $86.4K.
Mid-America Apartment Communities made up 0.12% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #191 holding.
Kingswood Wealth Advisors first reported a position in Mid-America Apartment Communities in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Mid-America Apartment Communities position peaked at $4.38M in Q3 2024.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.