WAM
MAA icon

Wealthspire Advisors (Maryland)’s Mid-America Apartment Communities MAA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-1,881
Closed -$248K – 475
2019
Q4 		$248K Buy
1,881
+2
+0.1% +$268 0.02% 425
2019
Q3 		$244K Hold
1,879
– – 0.02% 390
2019
Q2 		$221K Sell
1,879
-27
-1% -$3.04K 0.02% 412
2019
Q1 		$208K Sell
1,906
-196
-9% -$20.2K 0.02% 424
2018
Q4 		$201K Buy
2,102
+28
+1% +$2.78K 0.02% 400
2018
Q3 		$208K Sell
2,074
-3
-0.1% -$304 0.02% 444
2018
Q2 		$209K Buy
2,077
+18
+0.9% +$1.68K 0.02% 451
2018
Q1 		$188K Buy
2,059
+215
+12% +$19.4K 0.02% 495
2017
Q4 		$185K Buy
1,844
+284
+18% +$29.5K 0.02% 519
2017
Q3 		$167K Buy
1,560
+18
+1% +$1.89K 0.02% 541
2017
Q2 		$162K Buy
1,542
+382
+33% +$39.3K 0.02% 526
2017
Q1 		$118K Sell
1,160
-268
-19% -$26.5K 0.02% 543
2016
Q4 		$140K Buy
1,428
+704
+97% +$64.8K 0.02% 478
2016
Q3 		$68K Buy
+724
New +$72.2K 0.01% 696

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MAA Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Mid-America Apartment Communities (MAA) in Q1 2020, closing a stake of 1,881 shares — an estimated $248K sold.

Wealthspire Advisors (Maryland) first reported a position in MAA in Q3 2016 and held it in 14 quarters. The position peaked at $248K in Q4 2019. 522 funds tracked by Wall St. Rank hold MAA as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Mid-America Apartment Communities position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,881 Mid-America Apartment Communities shares in Q1 2020, an estimated $248K.
  • Wealthspire Advisors (Maryland) first reported a position in Mid-America Apartment Communities in Q3 2016 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Mid-America Apartment Communities position peaked at $248K in Q4 2019.
  • 522 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.