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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
Q2 		$262K Sell
1,851
-14
-0.8% -$1.83K 0.19% 173
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phillips Wealth Planners's MAA Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Mid-America Apartment Communities (MAA) stake by 0.75% in Q2 2026, selling an estimated $1.83K and leaving 1,851 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #173.

Phillips Wealth Planners first reported a position in MAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Phillips Wealth Planners held 1,851 shares of Mid-America Apartment Communities worth $262K as of Q2 2026.
  • Phillips Wealth Planners sold 14 Mid-America Apartment Communities shares in Q2 2026, an estimated $1.83K.
  • Mid-America Apartment Communities made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #173 holding.
  • Phillips Wealth Planners first reported a position in Mid-America Apartment Communities in Q3 2025 and has held it in 4 quarters since.
  • Phillips Wealth Planners's Mid-America Apartment Communities position peaked at $350K in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.