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

Naviter Wealth’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 		$1.18M Buy
9,638
+1,066
+12% +$141K 0.15% 146
2025
Q4 		$1.19M Sell
8,572
-1,217
-12% -$162K 0.16% 146
2025
Q3 		$1.37M Buy
9,789
+468
+5% +$67.6K 0.16% 145
2025
Q2 		$1.38M Buy
9,321
+754
+9% +$118K 0.17% 142
2025
Q1 		$1.42M Buy
8,567
+93
+1% +$14.7K 0.17% 146
2024
Q4 		$1.31M Buy
8,474
+768
+10% +$120K 0.16% 150
2024
Q3 		$1.22M Sell
7,706
-399
-5% -$60.8K 0.17% 147
2024
Q2 		$1.16M Sell
8,105
-1,008
-11% -$135K 0.17% 146
2024
Q1 		$1.2M Buy
9,113
+1,883
+26% +$245K 0.2% 139
2023
Q4 		$972K Buy
7,230
+782
+12% +$99.4K 0.2% 135
2023
Q3 		$830K Buy
6,448
+249
+4% +$36K 0.2% 124
2023
Q2 		$941K Buy
6,199
+853
+16% +$128K 0.24% 109
2023
Q1 		$807K Buy
5,346
+1,554
+41% +$246K 0.28% 97
2022
Q4 		$617K Buy
3,792
+567
+18% +$88.3K 0.17% 135
2022
Q3 		$500K Buy
+3,225
New +$555K 0.2% 121

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

Naviter Wealth's MAA Position: Q1 2026 in Review

Naviter Wealth increased its Mid-America Apartment Communities (MAA) stake by 12% in Q1 2026, buying an estimated $141K and bringing the position to 9,638 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #146.

Naviter Wealth first reported a position in MAA in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Naviter Wealth held 9,638 shares of Mid-America Apartment Communities worth $1.18M as of Q1 2026.
  • Naviter Wealth bought 1,066 Mid-America Apartment Communities shares in Q1 2026, an estimated $141K.
  • Mid-America Apartment Communities made up 0.15% of Naviter Wealth's portfolio in Q1 2026, its #146 holding.
  • Naviter Wealth first reported a position in Mid-America Apartment Communities in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Mid-America Apartment Communities position peaked at $1.42M in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.