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Phoenix Financial’s Mid-America Apartment Communities MAA Stock Holding History

Phoenix Financial’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 		$220K Buy
1,806
+86
+5% +$11.3K ﹤0.01% 445
2025
Q4 		$239K Buy
1,720
+14
+0.8% +$1.86K ﹤0.01% 419
2025
Q3 		$238K Buy
+1,706
New +$247K ﹤0.01% 418
2024
Q4 		– Sell
-1,877
Closed -$299K – 389
2024
Q3 		$299K Buy
+1,877
New +$286K ﹤0.01% 296

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

Phoenix Financial's MAA Position: Q1 2026 in Review

Phoenix Financial increased its Mid-America Apartment Communities (MAA) stake by 5% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,806 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Phoenix Financial first reported a position in MAA in Q3 2024 and has held it in 4 quarters since. The position peaked at $299K in Q3 2024. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Phoenix Financial held 1,806 shares of Mid-America Apartment Communities worth $220K as of Q1 2026.
  • Phoenix Financial bought 86 Mid-America Apartment Communities shares in Q1 2026, an estimated $11.3K.
  • Mid-America Apartment Communities made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #445 holding.
  • Phoenix Financial first reported a position in Mid-America Apartment Communities in Q3 2024 and has held it in 4 quarters since.
  • Phoenix Financial's Mid-America Apartment Communities position peaked at $299K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.