Pathstone Family Office’s Mid-America Apartment Communities MAA Stock Holding History

Pathstone Family Office’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
2023 Q3	$6.54M	Buy	50,827 +2,440	+5%	+$353K	0.05%	226
2023 Q2	$7.36M	Buy	48,387 +1,207	+3%	+$181K	0.1%	133
2023 Q1	$7.13M	Sell	47,180 -52,992	-53%	-$8.4M	0.12%	125
2022 Q4	$4.23M	Buy	100,172 +96,747	+2,825%	+$15.1M	0.04%	308
2022 Q3	$531K	Buy	+3,425	New	+$589K	﹤0.01%	1055
2020 Q2	–	Sell	-40,381	Closed	-$4.16M	–	867
2020 Q1	$4.16M	Buy	+40,381	New	+$5.25M	0.59%	36
2014 Q1	–	Sell	-283,232	Closed	-$17.2M	–	221
2013 Q4	$17.2M	Buy	+283,232	New	+$17.7M	37.41%	1

Other funds holding MAA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Pathstone Family Office's MAA Position: Q3 2023 in Review

Pathstone Family Office increased its Mid-America Apartment Communities (MAA) stake by 5% in Q3 2023, buying an estimated $353K and bringing the position to 50,827 shares worth $6.54M. The position accounts for 0.05% of the portfolio, ranked #226.

Pathstone Family Office first reported a position in MAA in Q4 2013 and has held it in 7 quarters since. The position peaked at $17.2M in Q4 2013. 631 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

Pathstone Family Office held 50,827 shares of Mid-America Apartment Communities worth $6.54M as of Q3 2023.
Pathstone Family Office bought 2,440 Mid-America Apartment Communities shares in Q3 2023, an estimated $353K.
Mid-America Apartment Communities made up 0.05% of Pathstone Family Office's portfolio in Q3 2023, its #226 holding.
Pathstone Family Office first reported a position in Mid-America Apartment Communities in Q4 2013 and has held it in 7 quarters since.
Pathstone Family Office's Mid-America Apartment Communities position peaked at $17.2M in Q4 2013.
631 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.