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Next Financial Group’s Mid-America Apartment Communities MAA Stock Holding History

Next Financial Group’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
2021
Q4 		$70K Buy
306
+73
+31% +$15.1K ﹤0.01% 1326
2021
Q3 		$43K Buy
233
+63
+37% +$11.8K ﹤0.01% 1474
2021
Q2 		$28K Hold
170
– – ﹤0.01% 1629
2021
Q1 		$25K Buy
170
+4
+2% +$544 ﹤0.01% 1561
2020
Q4 		$21K Sell
166
-12
-7% -$1.48K ﹤0.01% 1523
2020
Q3 		$20K Buy
+178
New +$20.5K ﹤0.01% 1405
2020
Q2 		– Sell
-164
Closed -$17K – 1342
2020
Q1 		$17K Buy
164
+30
+22% +$3.9K ﹤0.01% 1340
2019
Q4 		$17K Buy
134
+18
+16% +$2.41K ﹤0.01% 1592
2019
Q3 		$15K Sell
116
-94
-45% -$11.7K ﹤0.01% 1557
2019
Q2 		$25K Sell
210
-741
-78% -$83.4K ﹤0.01% 1389
2019
Q1 		$104K Buy
951
+217
+30% +$22.3K 0.03% 521
2018
Q4 		$70K Buy
734
+9
+1% +$893 0.01% 692
2018
Q3 		$73K Buy
+725
New +$73.4K 0.03% 448
2017
Q4 		– Sell
-732
Closed -$80K – 919
2017
Q3 		$80K Hold
732
– – 0.02% 562
2017
Q2 		$77K Buy
732
+725
+10,357% +$74.7K 0.02% 624
2017
Q1 		$1K Sell
7
-90
-93% -$8.9K ﹤0.01% 1803
2016
Q4 		$10K Hold
97
– – ﹤0.01% 1654
2016
Q3 		$9K Buy
97
+90
+1,286% +$8.98K ﹤0.01% 1697
2016
Q2 		$0 Hold
7
– – ﹤0.01% 1805
2016
Q1 		$0 Hold
7
– – ﹤0.01% 1801
2015
Q4 		$0 Hold
7
– – ﹤0.01% 1881
2015
Q3 		$0 Hold
7
– – ﹤0.01% 1899
2015
Q2 		$0 Hold
7
– – ﹤0.01% 1904
2015
Q1 		$0 Hold
7
– – ﹤0.01% 1908
2014
Q4 		$1K Sell
7
-88
-93% -$6.28K ﹤0.01% 1816
2014
Q3 		$6K Buy
+95
New +$6.76K ﹤0.01% 1985

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's MAA Position: Q4 2021 in Review

Next Financial Group increased its Mid-America Apartment Communities (MAA) stake by 31% in Q4 2021, buying an estimated $15.1K and bringing the position to 306 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Next Financial Group first reported a position in MAA in Q3 2014 and has held it in 26 quarters since. The position peaked at $104K in Q1 2019. 632 funds tracked by Wall St. Rank hold MAA as of Q4 2021.

  • Next Financial Group held 306 shares of Mid-America Apartment Communities worth $70K as of Q4 2021.
  • Next Financial Group bought 73 Mid-America Apartment Communities shares in Q4 2021, an estimated $15.1K.
  • Mid-America Apartment Communities made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1326 holding.
  • Next Financial Group first reported a position in Mid-America Apartment Communities in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Mid-America Apartment Communities position peaked at $104K in Q1 2019.
  • 632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.