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Whittier Trust’s Mid-America Apartment Communities MAA Stock Holding History

Whittier Trust’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 		$52.4K Sell
420
-85
-17% -$11.2K ﹤0.01% 829
2025
Q4 		$69.8K Hold
505
– – ﹤0.01% 800
2025
Q3 		$69K Hold
505
– – ﹤0.01% 784
2025
Q2 		$74.7K Sell
505
-353
-41% -$55.1K ﹤0.01% 861
2025
Q1 		$144K Hold
858
– – ﹤0.01% 711
2024
Q4 		$133K Hold
858
– – ﹤0.01% 734
2024
Q3 		$136K Hold
858
– – ﹤0.01% 732
2024
Q2 		$122K Sell
858
-285
-25% -$38.1K ﹤0.01% 739
2024
Q1 		$150K Buy
1,143
+500
+78% +$65K ﹤0.01% 709
2023
Q4 		$86.5K Sell
643
-115
-15% -$14.6K ﹤0.01% 806
2023
Q3 		$97.5K Sell
758
-44
-5% -$6.36K ﹤0.01% 780
2023
Q2 		$122K Buy
802
+41
+5% +$6.16K ﹤0.01% 732
2023
Q1 		$115K Hold
761
– – ﹤0.01% 777
2022
Q4 		$119K Hold
761
– – ﹤0.01% 769
2022
Q3 		$118K Hold
761
– – ﹤0.01% 756
2022
Q2 		$133K Buy
761
+7
+0.9% +$1.3K ﹤0.01% 726
2022
Q1 		$158K Sell
754
-115
-13% -$24.1K ﹤0.01% 722
2021
Q4 		$199K Buy
869
+108
+14% +$22.3K ﹤0.01% 677
2021
Q3 		$142K Hold
761
– – ﹤0.01% 705
2021
Q2 		$128K Hold
761
– – ﹤0.01% 742
2021
Q1 		$110K Buy
761
+85
+13% +$11.6K ﹤0.01% 760
2020
Q4 		$86K Buy
676
+464
+219% +$57.3K ﹤0.01% 746
2020
Q3 		$25K Sell
212
-96
-31% -$11.1K ﹤0.01% 960
2020
Q2 		$35K Hold
308
– – ﹤0.01% 861
2020
Q1 		$32K Hold
308
– – ﹤0.01% 892
2019
Q4 		$41K Buy
308
+211
+218% +$28.2K ﹤0.01% 887
2019
Q3 		$13K Buy
+97
New +$12.1K ﹤0.01% 1094
2018
Q1 		– Sell
-544
Closed -$55K – 1332
2017
Q4 		$55K Buy
+544
New +$56.5K ﹤0.01% 731
2015
Q3 		– Sell
-33
Closed -$2K – 1196
2015
Q2 		$2K Hold
33
– – ﹤0.01% 1152
2015
Q1 		$3K Buy
+33
New +$2.53K ﹤0.01% 1142

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

Whittier Trust's MAA Position: Q1 2026 in Review

Whittier Trust reduced its Mid-America Apartment Communities (MAA) stake by 17% in Q1 2026, selling an estimated $11.2K and leaving 420 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Whittier Trust first reported a position in MAA in Q1 2015 and has held it in 30 quarters since. The position peaked at $199K in Q4 2021. 748 funds tracked by Wall St. Rank hold MAA as of Q1 2026.

  • Whittier Trust held 420 shares of Mid-America Apartment Communities worth $52.4K as of Q1 2026.
  • Whittier Trust sold 85 Mid-America Apartment Communities shares in Q1 2026, an estimated $11.2K.
  • Mid-America Apartment Communities made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #829 holding.
  • Whittier Trust first reported a position in Mid-America Apartment Communities in Q1 2015 and has held it in 30 quarters since.
  • Whittier Trust's Mid-America Apartment Communities position peaked at $199K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.