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Sheaff Brock Investment Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$1.35M Sell
8,062
-24
-0.3% -$3.8K 0.12% 141
2024
Q4 		$1.25M Sell
8,086
-122
-1% -$19K 0.11% 143
2024
Q3 		$1.3M Sell
8,208
-90
-1% -$13.7K 0.11% 148
2024
Q2 		$1.18M Sell
8,298
-339
-4% -$45.3K 0.11% 153
2024
Q1 		$1.14M Buy
8,637
+614
+8% +$79.8K 0.07% 168
2023
Q4 		$1.08M Buy
8,023
+408
+5% +$51.9K 0.08% 167
2023
Q3 		$980K Sell
7,615
-133
-2% -$19.2K 0.09% 166
2023
Q2 		$1.18M Buy
7,748
+26
+0.3% +$3.91K 0.1% 146
2023
Q1 		$1.17M Buy
7,722
+59
+0.8% +$9.36K 0.11% 150
2022
Q4 		$1.2M Buy
7,663
+190
+3% +$29.6K 0.12% 139
2022
Q3 		$1.16M Buy
7,473
+213
+3% +$36.7K 0.12% 127
2022
Q2 		$1.27M Buy
7,260
+186
+3% +$34.6K 0.11% 125
2022
Q1 		$1.48M Buy
7,074
+102
+1% +$21.4K 0.1% 131
2021
Q4 		$1.6M Buy
6,972
+381
+6% +$78.8K 0.11% 134
2021
Q3 		$1.23M Buy
6,591
+152
+2% +$28.5K 0.09% 152
2021
Q2 		$1.08M Buy
6,439
+443
+7% +$70.6K 0.08% 165
2021
Q1 		$865K Sell
5,996
-13
-0.2% -$1.77K 0.07% 171
2020
Q4 		$761K Sell
6,009
-46
-0.8% -$5.68K 0.06% 178
2020
Q3 		$702K Buy
+6,055
New +$698K 0.06% 179

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheaff Brock Investment Advisors's MAA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Mid-America Apartment Communities (MAA) stake by 0.3% in Q1 2025, selling an estimated $3.8K and leaving 8,062 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #141.

Sheaff Brock Investment Advisors first reported a position in MAA in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2021. 736 funds tracked by Wall St. Rank hold MAA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 8,062 shares of Mid-America Apartment Communities worth $1.35M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 24 Mid-America Apartment Communities shares in Q1 2025, an estimated $3.8K.
  • Mid-America Apartment Communities made up 0.12% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #141 holding.
  • Sheaff Brock Investment Advisors first reported a position in Mid-America Apartment Communities in Q3 2020 and has held it in 19 quarters since.
  • Sheaff Brock Investment Advisors's Mid-America Apartment Communities position peaked at $1.6M in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.