Oakworth Capital’s Mid-America Apartment Communities MAA Stock Holding History

Oakworth Capital’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	$1.85M	Hold	15,180	–	–	0.1%	57
2025 Q4	$2.11M	Hold	15,180	–	–	0.12%	55
2025 Q3	$2.12M	Hold	15,180	–	–	0.12%	51
2025 Q2	$2.25M	Hold	15,180	–	–	0.14%	48
2025 Q1	$2.54M	Hold	15,180	–	–	0.18%	43
2024 Q4	$2.35M	Hold	15,180	–	–	0.16%	46
2024 Q3	$2.41M	Sell	15,180 -32	-0.2%	-$4.88K	0.17%	45
2024 Q2	$2.17M	Hold	15,212	–	–	0.16%	46
2024 Q1	$2M	Hold	15,212	–	–	0.15%	47
2023 Q4	$2.05M	Buy	15,212 +98	+0.6%	+$12.5K	0.16%	45
2023 Q3	$1.94M	Buy	15,114 +7,806	+107%	+$1.13M	0.18%	43
2023 Q2	$1.11M	Hold	7,308	–	–	0.09%	58
2023 Q1	$1.1M	Hold	7,308	–	–	0.1%	59
2022 Q4	$1.15M	Hold	7,308	–	–	0.11%	57
2022 Q3	$1.13M	Hold	7,308	–	–	0.13%	54
2022 Q2	$1.28M	Buy	7,308 +208	+3%	+$38.7K	0.13%	53
2022 Q1	$1.49M	Sell	7,100 -875	-11%	-$183K	0.13%	55
2021 Q4	$1.83M	Hold	7,975	–	–	0.16%	43
2021 Q3	$1.49M	Hold	7,975	–	–	0.14%	47
2021 Q2	$1.34M	Hold	7,975	–	–	0.13%	51
2021 Q1	$1.15M	Hold	7,975	–	–	0.13%	58
2020 Q4	$1.01M	Sell	7,975 -119	-1%	-$14.7K	0.13%	55
2020 Q3	$938K	Hold	8,094	–	–	0.15%	56
2020 Q2	$928K	Hold	8,094	–	–	0.17%	49
2020 Q1	$834K	Hold	8,094	–	–	0.2%	48
2019 Q4	$1.05M	Hold	8,094	–	–	0.19%	49
2019 Q3	$1.05M	Sell	8,094 -900	-10%	-$112K	0.2%	44
2019 Q2	$1.06M	Sell	8,994 -120	-1%	-$13.5K	0.2%	49
2019 Q1	$996K	Hold	9,114	–	–	0.2%	48
2018 Q4	$872K	Hold	9,114	–	–	0.2%	51
2018 Q3	$913K	Sell	9,114 -342	-4%	-$34.6K	0.18%	53
2018 Q2	$952K	Buy	9,456 +900	+11%	+$84K	0.2%	49
2018 Q1	$783K	Sell	8,556 -630	-7%	-$57K	0.19%	51
2017 Q4	$941K	Sell	9,186 -237	-3%	-$24.6K	0.22%	51
2017 Q3	$1M	Hold	9,423	–	–	0.26%	42
2017 Q2	$993K	Sell	9,423 -4,680	-33%	-$482K	0.27%	39
2017 Q1	$1.44M	Sell	14,103 -900	-6%	-$89K	0.42%	31
2016 Q4	$1.38M	Hold	15,003	–	–	0.45%	33
2016 Q3	$1.41M	Hold	15,003	–	–	0.49%	28
2016 Q2	$1.54M	Buy	15,003 +1,121	+8%	+$113K	0.58%	27
2016 Q1	$1.42M	Buy	13,882 +90	+0.7%	+$8.35K	0.57%	27
2015 Q4	$1.25M	Hold	13,792	–	–	0.52%	29
2015 Q3	$1.13M	Hold	13,792	–	–	0.59%	23
2015 Q2	$1.11M	Hold	13,792	–	–	0.52%	25
2015 Q1	$1.03M	Hold	13,792	–	–	0.48%	30
2014 Q4	$1.03M	Buy	13,792 +13,680	+12,214%	+$975K	0.53%	30
2014 Q3	$8K	Hold	112	–	–	﹤0.01%	300
2014 Q2	$8K	Buy	+112	New	+$7.92K	﹤0.01%	299

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

Oakworth Capital's MAA Position: Q1 2026 in Review

Oakworth Capital held its Mid-America Apartment Communities (MAA) position steady in Q1 2026 at 15,180 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #57.

Oakworth Capital first reported a position in MAA in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.54M in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Oakworth Capital held 15,180 shares of Mid-America Apartment Communities worth $1.85M as of Q1 2026.
Oakworth Capital left its Mid-America Apartment Communities share count unchanged in Q1 2026.
Mid-America Apartment Communities made up 0.1% of Oakworth Capital's portfolio in Q1 2026, its #57 holding.
Oakworth Capital first reported a position in Mid-America Apartment Communities in Q2 2014 and has held it in 48 quarters since.
Oakworth Capital's Mid-America Apartment Communities position peaked at $2.54M in Q1 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.