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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
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
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

Waverly Advisors's MAA Position: Q1 2026 in Review

Waverly Advisors increased its Mid-America Apartment Communities (MAA) stake by 25% in Q1 2026, buying an estimated $233K and bringing the position to 8,722 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #811.

Waverly Advisors first reported a position in MAA in Q3 2013 and has held it in 28 quarters since. The position peaked at $2.37M in Q3 2022. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Waverly Advisors held 8,722 shares of Mid-America Apartment Communities worth $1.07M as of Q1 2026.
  • Waverly Advisors bought 1,764 Mid-America Apartment Communities shares in Q1 2026, an estimated $233K.
  • Mid-America Apartment Communities made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #811 holding.
  • Waverly Advisors first reported a position in Mid-America Apartment Communities in Q3 2013 and has held it in 28 quarters since.
  • Waverly Advisors's Mid-America Apartment Communities position peaked at $2.37M in Q3 2022.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.