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

Patten Group’s Portfolio MAA Stock Details MAA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy	8,165 +1,136	+16%	+$168K	0.26%	112
2025 Q1	$1.18M	Buy	7,029 +466	+7%	+$78.1K	0.27%	108
2024 Q4	$1.01M	Buy	6,563 +1	+0%	+$155	0.22%	122
2024 Q3	$1.04M	Buy	6,562 +1,867	+40%	+$297K	0.23%	125
2024 Q2	$670K	Buy	+4,695	New	+$670K	0.16%	152
2023 Q4	–	Sell	-1,894	Closed	-$244K	–	241
2023 Q3	$244K	Sell	1,894 -70	-4%	-$9.01K	0.07%	215
2023 Q2	$298K	Sell	1,964 -1,005	-34%	-$153K	0.04%	199
2023 Q1	$448K	Sell	2,969 -50	-2%	-$7.55K	0.13%	162
2022 Q4	$474K	Buy	3,019 +95	+3%	+$14.9K	0.15%	156
2022 Q3	$425K	Buy	2,924 +229	+8%	+$33.3K	0.15%	161
2022 Q2	$461K	Sell	2,695 -167	-6%	-$28.6K	0.15%	153
2022 Q1	$599K	Sell	2,862 -50	-2%	-$10.5K	0.17%	144
2021 Q4	$668K	Sell	2,912 -60	-2%	-$13.8K	0.18%	135
2021 Q3	$555K	Sell	2,972 -151	-5%	-$28.2K	0.16%	149
2021 Q2	$526K	Sell	3,123 -22	-0.7%	-$3.71K	0.15%	156
2021 Q1	$454K	Buy	3,145 +225	+8%	+$32.5K	0.15%	162
2020 Q4	$370K	Buy	2,920 +600	+26%	+$76K	0.1%	175
2020 Q3	$269K	Buy	2,320 +50	+2%	+$5.8K	0.11%	188
2020 Q2	$260K	Buy	2,270 +90	+4%	+$10.3K	0.11%	178
2020 Q1	$225K	Buy	2,180 +260	+14%	+$26.8K	0.12%	172
2019 Q4	$253K	Buy	+1,920	New	+$253K	0.09%	183
2019 Q1	–	Sell	-1,500	Closed	-$144K	–	400
2018 Q4	$144K	Hold	1,500	–	–	0.07%	195
2018 Q3	$150K	Hold	1,500	–	–	0.06%	215
2018 Q2	$151K	Hold	1,500	–	–	0.06%	212
2018 Q1	$137K	Hold	1,500	–	–	0.06%	216
2017 Q4	$151K	Hold	1,500	–	–	0.06%	213
2017 Q3	$160K	Hold	1,500	–	–	0.06%	212
2017 Q2	$156K	Hold	1,500	–	–	0.06%	217
2017 Q1	$153K	Hold	1,500	–	–	0.07%	201
2016 Q4	$144K	Hold	1,500	–	–	0.06%	206
2016 Q3	$133K	Hold	1,500	–	–	0.06%	212
2016 Q2	$160K	Hold	1,500	–	–	0.07%	187
2016 Q1	$153K	Hold	1,500	–	–	0.07%	189
2015 Q4	$136K	Hold	1,500	–	–	0.07%	197
2015 Q3	$123K	Hold	1,500	–	–	0.06%	206
2015 Q2	$109K	Buy	+1,500	New	+$109K	0.05%	227