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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
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 +$1.45K ﹤0.01% 2011

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

Root Financial Partners's MAA Position: Q2 2026 in Review

Root Financial Partners sold out of Mid-America Apartment Communities (MAA) in Q2 2026, closing a stake of 288 shares — an estimated $35.2K sold.

Root Financial Partners first reported a position in MAA in Q3 2025 and held it in 3 quarters. The position peaked at $35.2K in Q1 2026. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

  • Root Financial Partners reported no remaining Mid-America Apartment Communities position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 288 Mid-America Apartment Communities shares in Q2 2026, an estimated $35.2K.
  • Root Financial Partners first reported a position in Mid-America Apartment Communities in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mid-America Apartment Communities position peaked at $35.2K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.