Mount Yale Investment Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Mount Yale Investment 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	-8,884	Closed	-$1.23M	–	1117
2025 Q4	$1.23M	Sell	8,884 -34	-0.4%	-$4.53K	0.06%	282
2025 Q3	$1.25M	Buy	8,918 +8,751	+5,240%	+$1.26M	0.09%	241
2025 Q2	$24.7K	Buy	+167	New	+$26.1K	﹤0.01%	1001
2018 Q3	–	Sell	-2,889	Closed	-$291K	–	977
2018 Q2	$291K	Buy	2,889 +159	+6%	+$14.8K	0.06%	256
2018 Q1	$249K	Buy	+2,730	New	+$247K	0.05%	268

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

Mount Yale Investment Advisors's MAA Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 8,884 shares — an estimated $1.23M sold.

Mount Yale Investment Advisors first reported a position in MAA in Q1 2018 and held it in 5 quarters. The position peaked at $1.25M in Q3 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Mount Yale Investment Advisors reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,884 Mid-America Apartment Communities shares in Q1 2026, an estimated $1.23M.
Mount Yale Investment Advisors first reported a position in Mid-America Apartment Communities in Q1 2018 and held it in 5 quarters.
Mount Yale Investment Advisors's Mid-America Apartment Communities position peaked at $1.25M in Q3 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.