Filing Research | MAA - Mid-America Apartment Communit Institutional Holdings

Snapshot holdings

50 / 172 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.3MSH	$184.0M
2	Perpetual Ltd	Shares	218.9KSH	$30.4M
3	Swedbank AB	Shares	133.5KSH	$18.6M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	140.7KSH	$18.2M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	112.1KSH	$15.6M
6	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	91.7KSH	$12.7M
7	Columbus Macro, LLC	Shares	74.6KSH	$10.4M
8	Vert Asset Management LLC	Shares	58.4KSH	$8.1M
9	Baker Ellis Asset Management LLC	Shares	53.2KSH	$7.4M
10	IFM Investors Pty Ltd	Shares	52.5KSH	$7.3M
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	45.6KSH	$6.3M
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	40.9KSH	$5.7M
13	Fideuram Asset Management (Ireland) dac	Shares	39.1KSH	$5.3M
14	Red Door Wealth Management, LLC	Shares	35.8KSH	$5.0M
15	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	33.9KSH	$4.7M
16	Czech National Bank	Shares	33.1KSH	$4.6M
17	EASTERLY INVESTMENT PARTNERS LLC	Shares	28.6KSH	$4.0M
18	Mirae Asset Global Investments Co., Ltd.	Shares	28.6KSH	$4.0M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.3KSH	$3.1M
20	Consolidated Investment Group LLC	Shares	19.3KSH	$2.7M
21	QRG CAPITAL MANAGEMENT, INC.	Shares	19.0KSH	$2.6M
22	Abundance Wealth Counselors	Shares	17.5KSH	$2.4M
23	Police & Firemen's Retirement System of New Jersey	Shares	17.4KSH	$2.4M
24	Merit Financial Group, LLC	Shares	16.2KSH	$2.3M
25	Union Bancaire Privee, UBP SA	Shares	16.1KSH	$2.2M
26	Oakworth Capital, Inc.	Shares	15.2KSH	$2.1M
27	Avanza Fonder AB	Shares	13.7KSH	$1.9M
28	Telos Capital Management, Inc.	Shares	13.7KSH	$1.9M
29	Asset Advisors Investment Management, LLC	Shares	12.6KSH	$1.7M
30	Pacifica Partners Inc.	Shares	11.6KSH	$1.6M
31	ABC ARBITRAGE SA	Shares	10.4KSH	$1.5M
32	Diversified Trust Co	Shares	10.4KSH	$1.4M
33	Oak Thistle LLC	Shares	9.1KSH	$1.3M
34	WADDELL & ASSOCIATES, LLC	Shares	8.5KSH	$1.2M
35	Symmetry Partners, LLC	Shares	8.2KSH	$1.1M
36	Vanderbilt University	Shares	8.2KSH	$1.1M
37	LINCOLN CAPITAL CORP	Shares	7.4KSH	$1.0M
38	Murphy Pohlad Asset Management LLC	Shares	7.2KSH	$1.0M
39	Horst & Graben Wealth Management LLC	Shares	6.8KSH	$953.3K
40	STABLEFORD CAPITAL II LLC	Shares	6.8KSH	$945.3K
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	6.6KSH	$921.5K
42	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	Shares	6.4KSH	$888.1K
43	HARTFORD INVESTMENT MANAGEMENT CO	Shares	6.4KSH	$883.9K
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	6.3KSH	$880.5K
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	6.3KSH	$878.4K
46	Farther Finance Advisors, LLC	Shares	6.3KSH	$873.2K
47	MIZUHO SECURITIES USA LLC	Shares	7.1KSH	$863.0K
48	NorthCrest Asset Manangement, LLC	Shares	6.0KSH	$822.5K
49	Louisiana State Employees Retirement System	Shares	5.9KSH	$819.7K
50	Crossmark Global Holdings, Inc.	Shares	5.8KSH	$808.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 190 loaded

#		Instrument
1	River Road Asset Management, LLC trimmed	Shares	-103.7K	+$9.6M	$184.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+31.9K	+$5.8M	$15.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+37.7K	+$5.6M	$18.2M
4	Fideuram Asset Management (Ireland) dac new	Shares	+39.1K	+$5.3M	$5.3M
5	Perpetual Ltd added	Shares	+7.0K	+$4.5M	$30.4M
6	Columbus Macro, LLC added	Shares	+3.2K	+$1.6M	$10.4M
7	Swedbank AB trimmed	Shares	-5.1K	+$1.6M	$18.6M
8	IFM Investors Pty Ltd added	Shares	+4.5K	+$1.4M	$7.3M
9	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-1.1K	+$1.4M	$12.7M
10	Abundance Wealth Counselors added	Shares	+9.0K	+$1.4M	$2.4M
11	Vert Asset Management LLC added	Shares	+2.4K	+$1.3M	$8.1M
12	Diversified Trust Co added	Shares	+8.3K	+$1.2M	$1.4M
13	Vanderbilt University new	Shares	+8.2K	+$1.1M	$1.1M
14	Merit Financial Group, LLC added	Shares	+7.0K	+$1.1M	$2.3M
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.2K	+$955.8K	$5.7M
16	STABLEFORD CAPITAL II LLC new	Shares	+6.8K	+$945.3K	$945.3K
17	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.4K	+$939.9K	$6.3M
18	Baker Ellis Asset Management LLC trimmed	Shares	-889	+$786.7K	$7.4M
19	Czech National Bank added	Shares	+1.3K	+$714.9K	$4.6M
20	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.8K	+$703.5K	$4.0M
21	Sivia Capital Partners, LLC new	Shares	+5.0K	+$689.0K	$689.0K
22	VIRGINIA WEALTH MANAGEMENT GROUP, INC. added	Shares	+469	+$627.2K	$4.7M
23	Red Door Wealth Management, LLC unchanged	Shares	0	+$601.6K	$5.0M
24	WADDELL & ASSOCIATES, LLC added	Shares	+3.6K	+$582.8K	$1.2M
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.0K	+$564.8K	$2.6M
26	NorthCrest Asset Manangement, LLC added	Shares	+4.0K	+$562.2K	$822.5K
27	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.8K	+$530.6K	$530.6K
28	Capstone Wealth Management, LLC new	Shares	+3.1K	+$425.2K	$425.2K
29	RIVERSEDGE ADVISORS, LLC new	Shares	+2.8K	+$382.6K	$382.6K
30	Apollon Wealth Management, LLC added	Shares	+2.5K	+$381.0K	$628.4K
31	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-181	+$353.4K	$3.1M
32	Aprio Wealth Management, LLC new	Shares	+2.4K	+$333.5K	$333.5K
33	Aaron Wealth Advisors LLC added	Shares	+2.0K	+$332.2K	$765.6K
34	Consolidated Investment Group LLC unchanged	Shares	0	+$324.6K	$2.7M
35	Sequoia Financial Advisors, LLC added	Shares	+2.0K	+$311.2K	$580.4K
36	MBL Wealth, LLC new	Shares	+2.0K	+$283.2K	$283.2K
37	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$277.2K	$2.2M
38	Farther Finance Advisors, LLC added	Shares	+1.4K	+$276.0K	$873.2K
39	Oakworth Capital, Inc. unchanged	Shares	0	+$262.6K	$2.1M
40	EverSource Wealth Advisors, LLC added	Shares	+1.7K	+$258.5K	$459.2K
41	Accurate Wealth Management, LLC new	Shares	+1.9K	+$258.5K	$258.5K
42	GREENLEAF TRUST new	Shares	+1.9K	+$257.5K	$257.5K
43	LifeGoal Investments, LLC new	Shares	+1.8K	+$254.7K	$254.7K
44	ABC ARBITRAGE SA added	Shares	+641	+$254.0K	$1.5M
45	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-361	+$248.2K	$2.4M
46	ASPIRIANT, LLC new	Shares	+1.8K	+$245.0K	$245.0K
47	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.1K	+$240.8K	$880.5K
48	Pacifica Partners Inc. unchanged	Shares	0	+$232.1K	$1.6M
49	Avanza Fonder AB unchanged	Shares	0	+$230.0K	$1.9M
50	Ballentine Partners, LLC new	Shares	+1.6K	+$229.3K	$229.3K

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