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SHP Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

SHP Wealth Management’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 		$7.87K Buy
64
+4
+7% +$528 ﹤0.01% 961
2025
Q4 		$8.4K Buy
+60
New +$8K ﹤0.01% 882

Other funds holding MAA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's MAA Position: Q1 2026 in Review

SHP Wealth Management increased its Mid-America Apartment Communities (MAA) stake by 6.7% in Q1 2026, buying an estimated $528 and bringing the position to 64 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

SHP Wealth Management first reported a position in MAA in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.4K in Q4 2025. 750 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • SHP Wealth Management held 64 shares of Mid-America Apartment Communities worth $7.87K as of Q1 2026.
  • SHP Wealth Management bought 4 Mid-America Apartment Communities shares in Q1 2026, an estimated $528.
  • Mid-America Apartment Communities made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #961 holding.
  • SHP Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Mid-America Apartment Communities position peaked at $8.4K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.