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

Root Financial Partners’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
Q3 		$34.5K Buy
+293
New +$38.1K ﹤0.01% 1266
2026
Q2 		– Sell
-288
Closed -$35.2K – 2008
2026
Q1 		$35.2K Buy
288
+279
+3,100% +$36.8K ﹤0.01% 1031
2025
Q4 		$1.25K Sell
9
-1
-10% -$133 ﹤0.01% 2063
2025
Q3 		$1.4K Buy
+10
New +$1.44K ﹤0.01% 2011

Other funds holding MAA

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's MAA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mid-America Apartment Communities (MAA) in Q3 2026: 293 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MAA as recently as Q1 2026.

Root Financial Partners first reported a position in MAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.2K in Q1 2026. 553 funds tracked by Wall St. Rank hold MAA as of Q3 2026.

  • Root Financial Partners held 293 shares of Mid-America Apartment Communities worth $34.5K as of Q3 2026.
  • Mid-America Apartment Communities was a new Root Financial Partners position in Q3 2026.
  • Mid-America Apartment Communities made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1266 holding.
  • Root Financial Partners first reported a position in Mid-America Apartment Communities in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Mid-America Apartment Communities position peaked at $35.2K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.