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Equibles

MONTAG A & ASSOCIATES INC

Position in MAA — Mid America Apartment Communities Inc.

CIK 829407 ATLANTA, GA
Back to MAA Full portfolio

Position in MAA

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$324,841
+$39,325 QoQ
Shares Held
2,338
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#502
of 772 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $4,354,521 across 7 REIT - Residential names. MAA ranks #2 (7.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UMH
Umh Properties, Inc.
 258,354 $3,911,479
2 MAA
Mid America Apartment Communities Inc.
This page 		2,338 $324,841
3 VMRK
Vivmark Residential
 1,214 $82,467
4 ESS
Essex Property Trust, Inc.
 59 $17,203
5
148 $10,000
6 ELS
Equity Lifestyle Properties Inc
 124 $7,991
7 MRP
Millrose Properties, Inc.
 18 $540

All Filings in MAA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $324,841 2,338
2026-03-31 $285,516 2,338
2025-12-31 $324,771 2,338
2025-09-30 $326,688 2,338
2025-06-30 $346,047 2,338
2025-03-31 $6,088,013 36,329
2024-12-31 $5,615,373 36,329
2024-09-30 $5,772,678 36,329
2024-06-30 $5,180,878 36,329
2024-03-31 $4,780,169 36,329
2023-12-31 $4,884,797 36,329
2023-09-30 $4,673,725 36,329
2023-06-30 $5,516,921 36,329
2023-03-31 $5,487,132 36,329
2022-12-31 $5,810,827 37,014
2022-09-30 $5,805,820 37,440
2022-06-30 $6,539,644 37,440
2022-03-31 $7,841,808 37,440
2021-12-31 $8,590,233 37,440
2021-09-30 $7,124,512 38,150
2021-06-30 $6,238,108 37,039
2021-03-31 $5,346,950 37,039
2020-12-31 $4,692,470 37,039
2020-09-30 $292,078 2,519
2020-06-30 $242,985 2,119
2020-03-31 $218,320 2,119