GoalVest Advisory LLC
Position in MAA — Mid America Apartment Communities Inc.
CIK 1839307
NEW YORK, NY
Position in MAA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$27,649
-$1,659 QoQ
Shares Held
199
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#658
of 767 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAA Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026GoalVest Advisory LLC holds $54,460 across 2 REIT - Residential names. MAA ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
This page
|
199 | $27,649 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
416 | $26,811 |
All Filings in MAA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,649 | 199 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $29,308 | 240 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $54,174 | 390 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $33,535 | 240 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $35,522 | 240 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $40,219 | 240 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $12,365 | 80 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,712 | 80 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $11,408 | 80 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $25,658 | 195 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $18,152 | 135 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $27,659 | 215 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $17,463 | 115 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $17,369 | 115 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $18,053 | 115 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $17,833 | 115 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $20,087 | 115 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $24,296 | 116 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||