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

Patten 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
2026 Q1	$342K	Sell	2,802 -453	-14%	-$59.8K	0.06%	243
2025 Q4	$452K	Sell	3,255 -4,659	-59%	-$621K	0.08%	211
2025 Q3	$1.11M	Sell	7,914 -251	-3%	-$36.3K	0.22%	128
2025 Q2	$1.21M	Buy	8,165 +1,136	+16%	+$177K	0.26%	112
2025 Q1	$1.18M	Buy	7,029 +466	+7%	+$73.8K	0.27%	108
2024 Q4	$1.01M	Buy	6,563 +1	+0%	+$156	0.22%	122
2024 Q3	$1.04M	Buy	6,562 +1,867	+40%	+$285K	0.23%	125
2024 Q2	$670K	Buy	+4,695	New	+$628K	0.16%	152
2023 Q4	–	Sell	-1,894	Closed	-$244K	–	241
2023 Q3	$244K	Sell	1,894 -70	-4%	-$10.1K	0.07%	215
2023 Q2	$298K	Sell	1,964 -1,005	-34%	-$151K	0.04%	200
2023 Q1	$448K	Sell	2,969 -50	-2%	-$7.93K	0.13%	162
2022 Q4	$474K	Buy	3,019 +95	+3%	+$14.8K	0.15%	156
2022 Q3	$425K	Buy	2,924 +229	+8%	+$39.4K	0.15%	161
2022 Q2	$461K	Sell	2,695 -167	-6%	-$31.1K	0.15%	153
2022 Q1	$599K	Sell	2,862 -50	-2%	-$10.5K	0.17%	144
2021 Q4	$668K	Sell	2,912 -60	-2%	-$12.4K	0.18%	135
2021 Q3	$555K	Sell	2,972 -151	-5%	-$28.3K	0.16%	149
2021 Q2	$526K	Sell	3,123 -22	-0.7%	-$3.5K	0.15%	156
2021 Q1	$454K	Buy	3,145 +225	+8%	+$30.6K	0.15%	162
2020 Q4	$370K	Buy	2,920 +600	+26%	+$74K	0.1%	175
2020 Q3	$269K	Buy	2,320 +50	+2%	+$5.76K	0.11%	188
2020 Q2	$260K	Buy	2,270 +90	+4%	+$10.1K	0.11%	178
2020 Q1	$225K	Buy	2,180 +260	+14%	+$33.8K	0.12%	172
2019 Q4	$253K	Buy	+1,920	New	+$257K	0.09%	183
2019 Q1	–	Sell	-1,500	Closed	-$144K	–	399
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	+$113K	0.05%	227

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

Patten Group's MAA Position: Q1 2026 in Review

Patten Group reduced its Mid-America Apartment Communities (MAA) stake by 14% in Q1 2026, selling an estimated $59.8K and leaving 2,802 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #243.

Patten Group first reported a position in MAA in Q2 2015 and has held it in 39 quarters since. The position peaked at $1.21M in Q2 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Patten Group held 2,802 shares of Mid-America Apartment Communities worth $342K as of Q1 2026.
Patten Group sold 453 Mid-America Apartment Communities shares in Q1 2026, an estimated $59.8K.
Mid-America Apartment Communities made up 0.06% of Patten Group's portfolio in Q1 2026, its #243 holding.
Patten Group first reported a position in Mid-America Apartment Communities in Q2 2015 and has held it in 39 quarters since.
Patten Group's Mid-America Apartment Communities position peaked at $1.21M in Q2 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.