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Legacy Wealth Asset Management’s Mid-America Apartment Communities MAA Stock Holding History

Legacy Wealth Asset 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
Q1 		– Sell
-1,612
Closed -$224K – 389
2025
Q4 		$224K Buy
1,612
+125
+8% +$16.7K 0.06% 347
2025
Q3 		$208K Buy
1,487
+15
+1% +$2.17K 0.05% 350
2025
Q2 		$218K Buy
+1,472
New +$230K 0.06% 337

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

Legacy Wealth Asset Management's MAA Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 1,612 shares — an estimated $224K sold.

Legacy Wealth Asset Management first reported a position in MAA in Q2 2025 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,612 Mid-America Apartment Communities shares in Q1 2026, an estimated $224K.
  • Legacy Wealth Asset Management first reported a position in Mid-America Apartment Communities in Q2 2025 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Mid-America Apartment Communities position peaked at $224K in Q4 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.