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Mid-America Apartment Communities
MAA

679 hedge funds and large institutions have $15.5B invested in Mid-America Apartment Communities in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 253 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

16% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 219

8% more capital invested

Capital invested by funds: $14.3B → $15.5B (+$1.16B)

6% more funds holding

Funds holding: 643 → 679 (+36)

0.27% less ownership

Funds ownership: 93.45% → 93.18% (-0.27%)

35% less call options, than puts

Call options by funds: $37.3M | Put options by funds: $57.7M

Holders
679
Holders Change
+36
Holders Change %
+5.6%
% of All Funds
9.81%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
101
Increased
253
Reduced
219
Closed
57
Calls
$37.3M
Puts
$57.7M
Net Calls
-$20.4M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
2
DFO
Duquesne Family Office
New York
+$86.1M
3
LPC
Long Pond Capital
New York
+$73.2M
4
RRAM
River Road Asset Management
Kentucky
+$55.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$52.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$103M
2
JP Morgan Chase
JP Morgan Chase
New York
-$102M
3
Cohen & Steers
Cohen & Steers
New York
-$91.9M
4
HRES
Heitman Real Estate Securities
Illinois
-$54.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
626
Godsey & Gibb Inc
Virginia
$5.71K +$5.35K +40 New
ZB
627
Zions Bancorporation
Utah
$5.56K +$668 +5 +15%
MCM
628
Manchester Capital Management
Vermont
$5.28K +$267 +2 +6%
ST
629
Smithfield Trust
Pennsylvania
$5K – – –
AWM
630
Abound Wealth Management
Tennessee
$4.99K – – –
PWMG
631
Prestige Wealth Management Group
New Jersey
$4.85K – – –
MTIC
632
Missouri Trust & Investment Company
Missouri
$4.28K – – –
FRA
633
Front Row Advisors
California
$3.71K – – –
AssetMark Inc
634
AssetMark Inc
California
$3.71K +$1.47K +11 +73%
MA
635
MCF Advisors
Kentucky
$3.57K +$2.81K +21 +525%
ATC
636
Adirondack Trust Company
New York
$3.56K – – –
SWM
637
Sugarloaf Wealth Management
Georgia
$3.56K – – –
EBA
638
Eagle Bay Advisors
New York
$3.42K – – –
EWP
639
Elevation Wealth Partners
California
$3.28K +$3.08K +23 New
TWP
640
Triad Wealth Partners
Kansas
$3.28K +$3.08K +23 New
CA
641
Clearstead Advisors
Ohio
$2.9K +$1.34K +10 +100%
HIA
642
Harbor Investment Advisory
Maryland
$2.85K -$1.47K -11 -35%
PWMG
643
Private Wealth Management Group
New Jersey
$2.71K -$2.41K -18 -49%
CWP
644
Concord Wealth Partners
Virginia
$2.71K – – –
AP
645
Aspect Partners
Virginia
$2.57K – – –
CB
646
CNB Bank
Pennsylvania
$2.57K – – –
PPC
647
Park Place Capital
Alabama
$2.57K – – –
PIM
648
Plato Investment Management
Australia
$2.57K – – –
SIS
649
Sound Income Strategies
Florida
$2.57K – – –
TJHA
650
Thomas J. Herzfeld Advisors
Florida
$2.57K +$2.41K +18 New
24 25
26
27 28

MAA Hedge Fund Activity: Q2 2024 in Review

679 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q2 2024, worth a combined $15.5B — up 8.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MAA positions and 57 closed out — a net gain of 44 holders — while 253 added to existing stakes and 219 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $123M. The largest seller was UBS AM, cutting an estimated $103M.

  • 679 institutional investors held Mid-America Apartment Communities (MAA) as of Q2 2024, up from 643 in Q1 2024.
  • Funds reported $15.5B of Mid-America Apartment Communities stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 101 funds opened new Mid-America Apartment Communities positions in Q2 2024 and 57 closed out, a net change of +44 holders.
  • The largest Mid-America Apartment Communities buyer in Q2 2024 was Fidelity Investments, an estimated $123M added.
  • The largest Mid-America Apartment Communities seller in Q2 2024 was UBS AM, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2024.