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Macerich Co

NEW
NYSE:MAC (USA)   Ordinary Shares
$ 23.41 -0.17 (-0.74%) 10:15 AM EST
32.91
P/B:
2.35
Market Cap:
$ 6.64B
Enterprise V:
$ 11.40B
Volume:
363.55K
Avg Vol (2M):
3.11M
Trade In:
Volume:
363.55K
Avg Vol (2M):
3.11M

MAC Number of Guru Trades

To

MAC Volume of Guru Trades

To

Gurus Latest Trades with NYSE:MAC

No Available Data

NYSE:MAC is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Smead Value Fund
2026-05-31
9,518,366
3.360
5.94%
Reduce -15.14%
Ron Baron
2026-06-30
4,999,756
1.760
0.19%
Add 22.4%
Ken Fisher
2026-06-30
2,620,809
0.920
0.02%
Reduce -3.18%
George Soros
2026-06-30
1,938,506
0.680
0.74%
New holding
Joel Greenblatt
2026-06-30
11,845
0.000
0%
Reduce -47.53%
Barrow, Hanley, Mewhinney & Strauss
2026-06-30
661
0.000
0%
Add 33%
Total 6

Macerich Co Insider Transactions

No Available Data

Guru Commentaries on NYSE:MAC

2025 Q1
Smead Value Fund · 5.94% of portfolio · Reduce -15.14%
What the manager wrote

Macerich is mentioned as part of the portfolio but without a specific bullish or bearish argument. The letter notes that Macerich, along with other mall REITs, will be negatively impacted by a decline in consumer spending. However, there is no further elaboration on the company's future prospects or performance.

2026 Q2
What the manager wrote

We remain optimistic about Macerich's prospects over the next several years. The fundamental backdrop for high-quality mall real estate remains favorable: tenant demand is robust, desirable retail space is scarce (occupancy is high with little new mall development), and the resulting demand/supply imbalance is giving landlords meaningful pricing power. The Macerich Company contributed positively to performance in the second quarter, driven by management's continued strong execution. Key highlights included nearing full achievement of the leasing targets outlined in its Path Forward Plan, a growing pipeline of accretive acquisitions, and an opportunistic equity raise that further strengthened balance sheet flexibility.

News about NYSE:MAC

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