WADDELL & ASSOCIATES, LLC

Position in MAA — Mid America Apartment Communities Inc.

CIK 1776757 MEMPHIS, TN

Position in MAA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,182,935

+$582,838 QoQ

Shares Held

8,514

+73.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#323

of 765 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $1,909,884 across 3 REIT - Residential names. MAA ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc. This page	8,514	$1,182,935
2	AMH	American Homes 4 Rent	15,116	$506,688
3	INVH	Invitation Homes Inc.	7,291	$220,261

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,182,935	8,514	+73.3%	Shares	Sole	2026-07-15
2026-03-31	$600,097	4,914	+102.4%	Shares	Sole	2026-05-11
2025-12-31	$337,273	2,428	+31.7%	Shares	Sole	2026-02-11
2025-09-30	$257,522	1,843	0.0%	Shares	Sole	2025-11-10
2025-06-30	$272,782	1,843	0.0%	Shares	Sole	2025-08-12
2025-03-31	$308,849	1,843	0.0%	Shares	Sole	2025-05-14
2024-12-31	$284,872	1,843	+0.2%	Shares	Sole	2025-05-14
2024-09-30	$292,376	1,840	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$261,831	1,836	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$241,186	1,833	-45.2%	Shares	Sole	2024-05-08
2023-12-31	$449,634	3,344	-15.1%	Shares	Sole	2024-02-14
2023-09-30	$506,881	3,940	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$598,024	3,938	+0.1%	Shares	Sole	2023-08-07
2023-03-31	$594,342	3,935	+18.1%	Shares	Sole	2023-05-10
2022-12-31	$523,090	3,332	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$516,383	3,330	+0.1%	Shares	Sole	2022-11-02
2022-06-30	$581,301	3,328	+0.1%	Shares	Sole	2022-07-27
2022-03-31	$696,630	3,326	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.