Swan Capital’s Mid-America Apartment Communities MAA Stock Holding History

Swan Capital’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	$1.68K	Hold	14	–	–	﹤0.01%	386
2025 Q4	$1.91K	Hold	14	–	–	﹤0.01%	336
2025 Q3	$1.92K	Hold	14	–	–	﹤0.01%	323
2025 Q2	$2.04K	Hold	14	–	–	﹤0.01%	323
2025 Q1	$2.3K	Hold	14	–	–	﹤0.01%	236
2024 Q4	$2.13K	Hold	14	–	–	﹤0.01%	226
2024 Q3	$2.19K	Hold	14	–	–	﹤0.01%	217
2024 Q2	$1.96K	Buy	+14	New	+$1.87K	﹤0.01%	198

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

Swan Capital's MAA Position: Q1 2026 in Review

Swan Capital held its Mid-America Apartment Communities (MAA) position steady in Q1 2026 at 14 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Swan Capital first reported a position in MAA in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.3K in Q1 2025. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

Swan Capital held 14 shares of Mid-America Apartment Communities worth $1.68K as of Q1 2026.
Swan Capital left its Mid-America Apartment Communities share count unchanged in Q1 2026.
Mid-America Apartment Communities made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #386 holding.
Swan Capital first reported a position in Mid-America Apartment Communities in Q2 2024 and has held it in 8 quarters since.
Swan Capital's Mid-America Apartment Communities position peaked at $2.3K in Q1 2025.
748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.