HB Wealth Management, LLC
Position in MAA — Mid America Apartment Communities Inc.
CIK 1911253
Atlanta, GA
Position in MAA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,814,229
+$1,008,563 QoQ
Shares Held
20,255
+37.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#229
of 761 holders
Holding Since
Dec 2021
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, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. MAA ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
This page
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
|
3,853 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
|
6,144 | $417,361 |
All Filings in MAA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,814,229 | 20,255 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,805,666 | 14,786 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,948,629 | 14,028 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,679,834 | 12,022 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,647,499 | 11,131 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,156,251 | 12,867 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,905,538 | 12,328 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $463,988 | 2,920 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $388,612 | 2,725 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $3,006,391 | 22,359 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,014,526 | 23,432 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,433,858 | 22,612 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,418,337 | 22,632 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,573,720 | 22,764 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,514,661 | 22,665 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,897,237 | 22,312 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,668,849 | 22,291 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,068,559 | 22,091 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||