WealthPLAN Partners’s Mid-America Apartment Communities MAA Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-18	Closed	-$2.73K	–	782
2023 Q2	$2.73K	Hold	18	–	–	﹤0.01%	1030
2023 Q1	$2.72K	Buy	+18	New	+$2.85K	﹤0.01%	1096
2019 Q2	–	Sell	-5,252	Closed	-$592K	–	261
2019 Q1	$592K	Buy	5,252 +280	+6%	+$28.8K	0.09%	148
2018 Q4	$518K	Buy	4,972 +240	+5%	+$23.8K	0.08%	148
2018 Q3	$477K	Buy	4,732 +710	+18%	+$71.8K	0.09%	149
2018 Q2	$405K	Buy	4,022 +90	+2%	+$8.4K	0.08%	159
2018 Q1	$359K	Buy	+3,932	New	+$356K	0.08%	178

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WealthPLAN Partners's MAA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mid-America Apartment Communities (MAA) in Q3 2023, closing a stake of 18 shares — an estimated $2.73K sold.

WealthPLAN Partners first reported a position in MAA in Q1 2018 and held it in 7 quarters. The position peaked at $592K in Q1 2019. 632 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

WealthPLAN Partners reported no remaining Mid-America Apartment Communities position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 18 Mid-America Apartment Communities shares in Q3 2023, an estimated $2.73K.
WealthPLAN Partners first reported a position in Mid-America Apartment Communities in Q1 2018 and held it in 7 quarters.
WealthPLAN Partners's Mid-America Apartment Communities position peaked at $592K in Q1 2019.
632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.