INVST’s Macerich MAC Stock Holding History

INVST’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,186	Closed	-$742K	–	372
2025 Q4	$742K	Sell	40,186 -2,874	-7%	-$50.6K	0.08%	198
2025 Q3	$784K	Sell	43,060 -926	-2%	-$16K	0.09%	189
2025 Q2	$712K	Buy	43,986 +2,031	+5%	+$31.3K	0.09%	187
2025 Q1	$720K	Buy	+41,955	New	+$802K	0.1%	172

Other funds holding MAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INVST's MAC Position: Q1 2026 in Review

INVST sold out of Macerich (MAC) in Q1 2026, closing a stake of 40,186 shares — an estimated $742K sold.

INVST first reported a position in MAC in Q1 2025 and held it in 4 quarters. The position peaked at $784K in Q3 2025. 308 funds tracked by Wall St. Rank hold MAC as of Q1 2026.

INVST reported no remaining Macerich position as of Q1 2026 after selling out during the quarter.
INVST sold 40,186 Macerich shares in Q1 2026, an estimated $742K.
INVST first reported a position in Macerich in Q1 2025 and held it in 4 quarters.
INVST's Macerich position peaked at $784K in Q3 2025.
308 funds tracked by Wall St. Rank held Macerich as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.