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

Summit Financial’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 		$203K Buy
1,664
+206
+14% +$27.2K ﹤0.01% 1347
2025
Q4 		$202K Sell
1,458
-130
-8% -$17.3K ﹤0.01% 1243
2025
Q3 		$222K Buy
1,588
+116
+8% +$16.8K ﹤0.01% 1170
2025
Q2 		$218K Buy
+1,472
New +$230K ﹤0.01% 766

Other funds holding MAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Summit Financial's MAA Position: Q1 2026 in Review

Summit Financial increased its Mid-America Apartment Communities (MAA) stake by 14% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,664 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Summit Financial first reported a position in MAA in Q2 2025 and has held it in 4 quarters since. The position peaked at $222K in Q3 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Summit Financial held 1,664 shares of Mid-America Apartment Communities worth $203K as of Q1 2026.
  • Summit Financial bought 206 Mid-America Apartment Communities shares in Q1 2026, an estimated $27.2K.
  • Mid-America Apartment Communities made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1347 holding.
  • Summit Financial first reported a position in Mid-America Apartment Communities in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Mid-America Apartment Communities position peaked at $222K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.