Summit Asset Management’s Mid-America Apartment Communities MAA Stock Holding History

Summit Asset Management’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$776K	Sell	5,243 -1,450	-22%	-$215K	0.13%	80
2025 Q1	$1.12M	Buy	6,693 +4	+0.1%	+$670	0.19%	64
2024 Q4	$1.03M	Sell	6,689 -692	-9%	-$107K	0.18%	65
2024 Q3	$1.17M	Buy	7,381 +4	+0.1%	+$636	0.22%	58
2024 Q2	$1.05M	Buy	7,377 +4	+0.1%	+$570	0.22%	54
2024 Q1	$970K	Buy	7,373 +5	+0.1%	+$658	0.21%	53
2023 Q4	$991K	Hold	7,368	–	–	0.24%	49
2023 Q3	$948K	Buy	7,368 +3	+0%	+$386	0.26%	47
2023 Q2	$1.12M	Sell	7,365 -16	-0.2%	-$2.43K	0.29%	43
2023 Q1	$1.11M	Buy	7,381 +228	+3%	+$34.4K	0.31%	43
2022 Q4	$1.12M	Sell	7,153 -241	-3%	-$37.8K	0.33%	42
2022 Q3	$1.15M	Buy	7,394 +4	+0.1%	+$621	0.37%	37
2022 Q2	$1.29M	Buy	7,390 +85	+1%	+$14.8K	0.4%	35
2022 Q1	$1.53M	Buy	7,305 +3	+0%	+$628	0.44%	32
2021 Q4	$1.68M	Buy	7,302 +185	+3%	+$42.4K	0.48%	30
2021 Q3	$1.33M	Sell	7,117 -33	-0.5%	-$6.16K	0.42%	34
2021 Q2	$1.2M	Sell	7,150 -135	-2%	-$22.7K	0.38%	37
2021 Q1	$1.05M	Buy	7,285 +204	+3%	+$29.5K	0.36%	39
2020 Q4	$897K	Sell	7,081 -301	-4%	-$38.1K	0.33%	44
2020 Q3	$856K	Buy	7,382 +690	+10%	+$80K	0.35%	40
2020 Q2	$767K	Buy	6,692 +5	+0.1%	+$573	0.35%	40
2020 Q1	$689K	Buy	6,687 +4	+0.1%	+$412	0.37%	40
2019 Q4	$881K	Sell	6,683 -13	-0.2%	-$1.71K	0.38%	35
2019 Q3	$871K	Sell	6,696 -8	-0.1%	-$1.04K	0.41%	35
2019 Q2	$789K	Sell	6,704 -29	-0.4%	-$3.41K	0.37%	40
2019 Q1	$736K	Sell	6,733 -1,028	-13%	-$112K	0.36%	43
2018 Q4	$743K	Buy	7,761 +4	+0.1%	+$383	0.42%	36
2018 Q3	$777K	Buy	7,757 +5	+0.1%	+$501	0.36%	41
2018 Q2	$780K	Sell	7,752 -584	-7%	-$58.8K	0.37%	39
2018 Q1	$761K	Buy	8,336 +2	+0%	+$183	0.36%	39
2017 Q4	$838K	Buy	8,334 +1	+0%	+$101	0.4%	37
2017 Q3	$891K	Buy	8,333 +2	+0%	+$214	0.45%	34
2017 Q2	$878K	Buy	8,331 +1	+0%	+$105	0.47%	34
2017 Q1	$847K	Buy	8,330 +2	+0%	+$203	0.49%	32
2016 Q4	$815K	Buy	8,328 +68	+0.8%	+$6.66K	0.51%	31
2016 Q3	$776K	Buy	8,260 +733	+10%	+$68.9K	0.48%	34
2016 Q2	$801K	Sell	7,527 -549	-7%	-$58.4K	0.51%	32
2016 Q1	$825K	Buy	8,076 +1	+0%	+$102	0.54%	31
2015 Q4	$733K	Hold	8,075	–	–	0.5%	33
2015 Q3	$661K	Hold	8,075	–	–	0.47%	39
2015 Q2	$588K	Buy	8,075 +100	+1%	+$7.28K	0.4%	46
2015 Q1	$616K	Hold	7,975	–	–	0.43%	38
2014 Q4	$596K	Hold	7,975	–	–	0.43%	40
2014 Q3	$524K	Sell	7,975 -75	-0.9%	-$4.93K	0.4%	40
2014 Q2	$588K	Sell	8,050 -100	-1%	-$7.3K	0.45%	37
2014 Q1	$556K	Hold	8,150	–	–	0.45%	37
2013 Q4	$495K	Sell	8,150 -800	-9%	-$48.6K	0.39%	40
2013 Q3	$559K	Hold	8,950	–	–	0.5%	35
2013 Q2	$607K	Buy	+8,950	New	+$607K	0.59%	27