Mark Sheptoff Financial Planning’s Mid-America Apartment Communities MAA Stock Holding History

Mark Sheptoff Financial Planning’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
2025 Q3	–	Sell	-155	Closed	-$22.9K	–	521
2025 Q2	$22.9K	Hold	155	–	–	0.01%	258
2025 Q1	$26K	Hold	155	–	–	0.01%	224
2024 Q4	$24K	Hold	155	–	–	0.01%	244
2024 Q3	$24.6K	Hold	155	–	–	0.01%	231
2024 Q2	$22.1K	Hold	155	–	–	0.01%	247
2024 Q1	$20.4K	Hold	155	–	–	0.01%	238
2023 Q4	$20.8K	Hold	155	–	–	0.01%	223
2023 Q3	$19.9K	Hold	155	–	–	0.01%	214
2023 Q2	$23.5K	Hold	155	–	–	0.01%	210
2023 Q1	$23.4K	Hold	155	–	–	0.01%	209
2022 Q4	$24.3K	Hold	155	–	–	0.01%	205
2022 Q3	$24K	Hold	155	–	–	0.01%	192
2022 Q2	$27K	Hold	155	–	–	0.02%	195
2022 Q1	$32K	Hold	155	–	–	0.02%	206
2021 Q4	$36K	Hold	155	–	–	0.02%	206
2021 Q3	$29K	Hold	155	–	–	0.02%	212
2021 Q2	$26K	Hold	155	–	–	0.01%	247
2021 Q1	$22K	Hold	155	–	–	0.01%	222
2020 Q4	$20K	Buy	+155	New	+$19.1K	0.01%	219
2020 Q3	–	Sell	-155	Closed	-$18K	–	353
2020 Q2	$18K	Hold	155	–	–	0.01%	206
2020 Q1	$16K	Hold	155	–	–	0.01%	192
2019 Q4	$20K	Hold	155	–	–	0.01%	217
2019 Q3	$20K	Buy	+155	New	+$19.3K	0.01%	210

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's MAA Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Mid-America Apartment Communities (MAA) in Q3 2025, closing a stake of 155 shares — an estimated $22.9K sold.

Mark Sheptoff Financial Planning first reported a position in MAA in Q3 2019 and held it in 23 quarters. The position peaked at $36K in Q4 2021. 739 funds tracked by Wall St. Rank hold MAA as of Q3 2025.

Mark Sheptoff Financial Planning reported no remaining Mid-America Apartment Communities position as of Q3 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 155 Mid-America Apartment Communities shares in Q3 2025, an estimated $22.9K.
Mark Sheptoff Financial Planning first reported a position in Mid-America Apartment Communities in Q3 2019 and held it in 23 quarters.
Mark Sheptoff Financial Planning's Mid-America Apartment Communities position peaked at $36K in Q4 2021.
739 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.