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Phillips Wealth Planners’s Mid-America Apartment Communities MAA Stock Holding History

Phillips Wealth Planners’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 		$242K Sell
1,865
-55
-3% -$7.26K 0.18% 180
2025
Q4 		$260K Sell
1,920
-651
-25% -$86.7K 0.21% 164
2025
Q3 		$350K Buy
+2,571
New +$371K 0.29% 116

Other funds holding MAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phillips Wealth Planners's MAA Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Mid-America Apartment Communities (MAA) stake by 2.9% in Q1 2026, selling an estimated $7.26K and leaving 1,865 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #180.

Phillips Wealth Planners first reported a position in MAA in Q3 2025 and has held it in 3 quarters since. The position peaked at $350K in Q3 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Phillips Wealth Planners held 1,865 shares of Mid-America Apartment Communities worth $242K as of Q1 2026.
  • Phillips Wealth Planners sold 55 Mid-America Apartment Communities shares in Q1 2026, an estimated $7.26K.
  • Mid-America Apartment Communities made up 0.18% of Phillips Wealth Planners's portfolio in Q1 2026, its #180 holding.
  • Phillips Wealth Planners first reported a position in Mid-America Apartment Communities in Q3 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's Mid-America Apartment Communities position peaked at $350K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.