SageView Advisory Group’s Mid-America Apartment Communities MAA Stock Holding History

SageView Advisory Group’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	–	Sell	-470	Closed	-$65.3K	–	1662
2025 Q4	$65.3K	Buy	+470	New	+$62.6K	﹤0.01%	972
2024 Q2	–	Sell	-15,722	Closed	-$1.17M	–	646
2024 Q1	$1.17M	Buy	+15,722	New	+$2.04M	0.06%	176
2023 Q4	–	Sell	-2,736	Closed	-$352K	–	696
2023 Q3	$352K	Sell	2,736 -448	-14%	-$64.7K	0.02%	386
2023 Q2	$484K	Buy	3,184 +3	+0.1%	+$451	0.03%	356
2023 Q1	$480K	Buy	+3,181	New	+$504K	0.03%	315

Other funds holding MAA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's MAA Position: Q1 2026 in Review

SageView Advisory Group sold out of Mid-America Apartment Communities (MAA) in Q1 2026, closing a stake of 470 shares — an estimated $65.3K sold.

SageView Advisory Group first reported a position in MAA in Q1 2023 and held it in 5 quarters. The position peaked at $1.17M in Q1 2024. 753 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

SageView Advisory Group reported no remaining Mid-America Apartment Communities position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 470 Mid-America Apartment Communities shares in Q1 2026, an estimated $65.3K.
SageView Advisory Group first reported a position in Mid-America Apartment Communities in Q1 2023 and held it in 5 quarters.
SageView Advisory Group's Mid-America Apartment Communities position peaked at $1.17M in Q1 2024.
753 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.