Rothschild Investment LLC’s Mid-America Apartment Communities MAA Stock Holding History

Rothschild Investment LLC’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	$636K	Buy	5,207 +1,717	+49%	+$227K	0.03%	343
2025 Q4	$485K	Buy	3,490 +974	+39%	+$130K	0.03%	375
2025 Q3	$352K	Sell	2,516 -1,418	-36%	-$205K	0.02%	439
2025 Q2	$582K	Sell	3,934 -31	-0.8%	-$4.84K	0.04%	306
2025 Q1	$664K	Sell	3,965 -195	-5%	-$30.9K	0.04%	283
2024 Q4	$643K	Buy	4,160 +4	+0.1%	+$625	0.04%	298
2024 Q3	$660K	Buy	4,156 +68	+2%	+$10.4K	0.04%	303
2024 Q2	$583K	Sell	4,088 -677	-14%	-$90.5K	0.04%	308
2024 Q1	$627K	Sell	4,765 -460	-9%	-$59.8K	0.05%	291
2023 Q4	$703K	Sell	5,225 -195	-4%	-$24.8K	0.06%	241
2023 Q3	$697K	Buy	5,420 +582	+12%	+$84.1K	0.06%	258
2023 Q2	$735K	Buy	4,838 +2,602	+116%	+$391K	0.06%	254
2023 Q1	$338K	Buy	+2,236	New	+$355K	0.03%	355

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rothschild Investment LLC's MAA Position: Q1 2026 in Review

Rothschild Investment LLC increased its Mid-America Apartment Communities (MAA) stake by 49% in Q1 2026, buying an estimated $227K and bringing the position to 5,207 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #343.

Rothschild Investment LLC first reported a position in MAA in Q1 2023 and has held it in 13 quarters since. The position peaked at $735K in Q2 2023. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Rothschild Investment LLC held 5,207 shares of Mid-America Apartment Communities worth $636K as of Q1 2026.
Rothschild Investment LLC bought 1,717 Mid-America Apartment Communities shares in Q1 2026, an estimated $227K.
Mid-America Apartment Communities made up 0.03% of Rothschild Investment LLC's portfolio in Q1 2026, its #343 holding.
Rothschild Investment LLC first reported a position in Mid-America Apartment Communities in Q1 2023 and has held it in 13 quarters since.
Rothschild Investment LLC's Mid-America Apartment Communities position peaked at $735K in Q2 2023.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.