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

Waverly 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 Q2	$1.58M	Buy	11,344 +2,622	+30%	+$342K	0.01%	757
2026 Q1	$1.07M	Buy	8,722 +1,764	+25%	+$233K	0.01%	811
2025 Q4	$967K	Buy	6,958 +2,250	+48%	+$300K	0.01%	779
2025 Q3	$658K	Sell	4,708 -13	-0.3%	-$1.88K	0.01%	761
2025 Q2	$699K	Sell	4,721 -169	-3%	-$26.4K	0.01%	716
2025 Q1	$820K	Buy	4,890 +111	+2%	+$17.6K	0.01%	650
2024 Q4	$739K	Sell	4,779 -24	-0.5%	-$3.75K	0.01%	582
2024 Q3	$763K	Buy	4,803 +14	+0.3%	+$2.13K	0.01%	496
2024 Q2	$683K	Buy	4,789 +1,349	+39%	+$180K	0.01%	506
2024 Q1	$453K	Sell	3,440 -1,862	-35%	-$242K	0.01%	502
2023 Q4	$713K	Buy	5,302 +216	+4%	+$27.5K	0.03%	251
2023 Q3	$654K	Buy	5,086 +2,298	+82%	+$332K	0.03%	232
2023 Q2	$423K	Buy	2,788 +20	+0.7%	+$3K	0.02%	261
2023 Q1	$418K	Buy	2,768 +27	+1%	+$4.28K	0.02%	208
2022 Q4	$430K	Sell	2,741 -12,553	-82%	-$1.96M	0.02%	188
2022 Q3	$2.37M	Buy	15,294 +11,383	+291%	+$1.96M	0.17%	65
2022 Q2	$683K	Buy	3,911 +128	+3%	+$23.8K	0.06%	106
2022 Q1	$792K	Hold	3,783	–	–	0.07%	91
2021 Q4	$798K	Sell	3,783 -52	-1%	-$10.8K	0.07%	93
2021 Q3	$780K	Buy	+3,835	New	+$720K	0.07%	94
2015 Q4	–	Sell	-712	Closed	-$58K	–	287
2015 Q3	$58K	Hold	712	–	–	0.04%	114
2015 Q2	$52K	Hold	712	–	–	0.03%	133
2015 Q1	$55K	Hold	712	–	–	0.03%	115
2014 Q4	$53K	Hold	712	–	–	0.03%	113
2014 Q3	$47K	Hold	712	–	–	0.03%	225
2014 Q2	$52K	Hold	712	–	–	0.02%	228
2014 Q1	$49K	Sell	712 -565	-44%	-$37K	0.02%	221
2013 Q4	$78K	Buy	1,277 +87	+7%	+$5.44K	0.03%	272
2013 Q3	$74K	Buy	+1,190	New	+$76.9K	0.04%	188

Other funds holding MAA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

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

Waverly Advisors's MAA Position: Q2 2026 in Review

Waverly Advisors increased its Mid-America Apartment Communities (MAA) stake by 30% in Q2 2026, buying an estimated $342K and bringing the position to 11,344 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #757.

Waverly Advisors first reported a position in MAA in Q3 2013 and has held it in 29 quarters since. The position peaked at $2.37M in Q3 2022. 775 funds tracked by Wall St. Rank hold MAA as of Q2 2026.

Waverly Advisors held 11,344 shares of Mid-America Apartment Communities worth $1.58M as of Q2 2026.
Waverly Advisors bought 2,622 Mid-America Apartment Communities shares in Q2 2026, an estimated $342K.
Mid-America Apartment Communities made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #757 holding.
Waverly Advisors first reported a position in Mid-America Apartment Communities in Q3 2013 and has held it in 29 quarters since.
Waverly Advisors's Mid-America Apartment Communities position peaked at $2.37M in Q3 2022.
775 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.