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

Valeo Financial 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
2025 Q3	–	Sell	-1,480	Closed	-$219K	–	866
2025 Q2	$219K	Buy	+1,480	New	+$231K	0.01%	679
2021 Q2	–	Sell	-1	Closed	–	–	1257
2021 Q1	$0	Hold	1	–	–	﹤0.01%	2119
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1768
2020 Q3	$0	Sell	1 -20	-95%	-$2.31K	﹤0.01%	1914
2020 Q2	$2K	Buy	21 +20	+2,000%	+$2.25K	﹤0.01%	1773
2020 Q1	$0	Buy	+1	New	+$130	﹤0.01%	1860
2019 Q4	–	Sell	-2,000	Closed	-$268K	–	1676
2019 Q3	$260K	Buy	+2,000	New	+$249K	0.03%	246
2019 Q2	–	Sell	-45	Closed	-$5K	–	1614
2019 Q1	$5K	Hold	45	–	–	﹤0.01%	1171
2018 Q4	$4K	Buy	45 +4	+10%	+$397	﹤0.01%	1146
2018 Q3	$4K	Buy	41 +5	+14%	+$506	﹤0.01%	1275
2018 Q2	$4K	Buy	+36	New	+$3.36K	﹤0.01%	1195

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's MAA Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Mid-America Apartment Communities (MAA) in Q3 2025, closing a stake of 1,480 shares — an estimated $219K sold.

Valeo Financial Advisors first reported a position in MAA in Q2 2018 and held it in 11 quarters. The position peaked at $260K in Q3 2019. 739 funds tracked by Wall St. Rank hold MAA as of Q3 2025.

Valeo Financial Advisors reported no remaining Mid-America Apartment Communities position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 1,480 Mid-America Apartment Communities shares in Q3 2025, an estimated $219K.
Valeo Financial Advisors first reported a position in Mid-America Apartment Communities in Q2 2018 and held it in 11 quarters.
Valeo Financial Advisors's Mid-America Apartment Communities position peaked at $260K in Q3 2019.
739 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.