Waverly Advisors, LLC
Position in MAA — Mid America Apartment Communities Inc.
CIK 1568787
BIRMINGHAM, AL
Position in MAA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,576,135
+$511,005 QoQ
Shares Held
11,344
+30.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#296
of 761 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MAA Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $2,435,615 across 4 REIT - Residential names. MAA ranks #1 (64.7% of the industry book) .
All Filings in MAA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,135 | 11,344 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,065,130 | 8,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $966,535 | 6,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $657,848 | 4,708 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $698,754 | 4,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $819,465 | 4,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $738,689 | 4,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $763,196 | 4,803 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $682,957 | 4,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $452,633 | 3,440 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $712,905 | 5,302 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $654,313 | 5,086 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $423,385 | 2,788 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $418,077 | 2,768 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $430,309 | 2,741 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,371,640 | 15,294 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $683,134 | 3,911 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $792,349 | 3,783 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $867,971 | 3,783 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $716,185 | 3,835 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||