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

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-6
Closed -$888 – 560
2025
Q2 		$888 Buy
+6
New +$936 ﹤0.01% 469

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smallwood Wealth Investment Management's MAA Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Mid-America Apartment Communities (MAA) in Q3 2025, closing a stake of 6 shares — an estimated $888 sold.

Smallwood Wealth Investment Management first reported a position in MAA in Q2 2025 and held it in 1 quarter. The position peaked at $888 in Q2 2025. 739 funds tracked by Wall St. Rank hold MAA as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Mid-America Apartment Communities position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 6 Mid-America Apartment Communities shares in Q3 2025, an estimated $888.
  • Smallwood Wealth Investment Management first reported a position in Mid-America Apartment Communities in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Mid-America Apartment Communities position peaked at $888 in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.