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

Summit Trail 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
2026 Q1	$1.23M	Buy	10,051 +3,417	+52%	+$451K	0.02%	839
2025 Q4	$922K	Sell	6,634 -1,019	-13%	-$136K	0.02%	853
2025 Q3	$1.07M	Buy	7,653 +2,132	+39%	+$308K	0.01%	797
2025 Q2	$817K	Buy	5,521 +1,120	+25%	+$175K	0.01%	549
2025 Q1	$738K	Buy	4,401 +2,274	+107%	+$360K	0.02%	192
2024 Q4	$329K	Buy	+2,127	New	+$332K	0.01%	275
2018 Q3	–	Sell	-420	Closed	-$42K	–	381
2018 Q2	$42K	Buy	+420	New	+$39.2K	0.01%	319
2018 Q1	–	Sell	-178	Closed	-$17K	–	1156
2017 Q4	$17K	Buy	+178	New	+$18.5K	﹤0.01%	1083

Other funds holding MAA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's MAA Position: Q1 2026 in Review

Summit Trail Advisors increased its Mid-America Apartment Communities (MAA) stake by 52% in Q1 2026, buying an estimated $451K and bringing the position to 10,051 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #839.

Summit Trail Advisors first reported a position in MAA in Q4 2017 and has held it in 8 quarters since. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Summit Trail Advisors held 10,051 shares of Mid-America Apartment Communities worth $1.23M as of Q1 2026.
Summit Trail Advisors bought 3,417 Mid-America Apartment Communities shares in Q1 2026, an estimated $451K.
Mid-America Apartment Communities made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #839 holding.
Summit Trail Advisors first reported a position in Mid-America Apartment Communities in Q4 2017 and has held it in 8 quarters since.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.