Allworth Financial LP
Position in MAA — Mid America Apartment Communities Inc.
CIK 1555170
FOLSOM, CA
Position in MAA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,708,072
+$1,502,992 QoQ
Shares Held
41,083
+19.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#170
of 767 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAA Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. MAA ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
This page
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
22,199 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in MAA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,708,072 | 41,083 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,205,080 | 34,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,778,920 | 34,403 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,647,140 | 33,258 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,456,877 | 30,112 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,792,502 | 22,631 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,445,056 | 22,288 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $75,159 | 473 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $63,889 | 448 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $71,447 | 543 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $147,637 | 1,098 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $192,459 | 1,496 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $240,242 | 1,582 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $217,044 | 1,437 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $231,874 | 1,477 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $238,962 | 1,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $276,327 | 1,582 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $378,266 | 1,806 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $466,680 | 2,034 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $327,372 | 1,753 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||