MONTAG A & ASSOCIATES INC
Position in MAA — Mid America Apartment Communities Inc.
CIK 829407
ATLANTA, GA
Position in MAA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$285,516
-$39,255 QoQ
Shares Held
2,338
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MONTAG A & ASSOCIATES INC holds $4,161,005 across 7 REIT - Residential names. MAA ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
261,651 | $3,775,623 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
This page
|
2,338 | $285,516 | |
| 3 | EQR |
Equity Residential
|
1,214 | $71,808 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
59 | $14,278 | |
| 5 | AVB |
Avalonbay Communities Inc
|
53 | $8,657 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
74 | $4,619 | |
| 7 | MRP |
Millrose Properties, Inc.
|
18 | $504 |
All Filings in MAA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,516 | 2,338 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $324,771 | 2,338 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $326,688 | 2,338 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $346,047 | 2,338 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,088,013 | 36,329 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,615,373 | 36,329 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,772,678 | 36,329 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,180,878 | 36,329 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,780,169 | 36,329 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,884,797 | 36,329 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,673,725 | 36,329 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,516,921 | 36,329 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,487,132 | 36,329 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,810,827 | 37,014 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,805,820 | 37,440 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,539,644 | 37,440 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,841,808 | 37,440 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,590,233 | 37,440 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,124,512 | 38,150 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,238,108 | 37,039 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,346,950 | 37,039 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,692,470 | 37,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $292,078 | 2,519 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $242,985 | 2,119 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $218,320 | 2,119 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||