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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
Q2 		– Sell
-1,806
Closed -$220K – 555
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 $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

Phoenix Financial's MAA Position: Q2 2026 in Review

Phoenix Financial sold out of Mid-America Apartment Communities (MAA) in Q2 2026, closing a stake of 1,806 shares — an estimated $220K sold.

Phoenix Financial first reported a position in MAA in Q3 2024 and held it in 4 quarters. The position peaked at $299K in Q3 2024. 776 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Phoenix Financial reported no remaining Mid-America Apartment Communities position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 1,806 Mid-America Apartment Communities shares in Q2 2026, an estimated $220K.
  • Phoenix Financial first reported a position in Mid-America Apartment Communities in Q3 2024 and held it in 4 quarters.
  • Phoenix Financial's Mid-America Apartment Communities position peaked at $299K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.