LBA
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Letko, Brosseau & Associates’s Macerich MAC Stock Holding History

Letko, Brosseau & Associates’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
Q2 		$46.4M Sell
1,841,170
-40,575
-2% -$912K 0.69% 51
2026
Q1 		$35.6M Buy
1,881,745
+5,475
+0.3% +$104K 0.57% 53
2025
Q4 		$34.6M Buy
1,876,270
+39,150
+2% +$690K 0.57% 54
2025
Q3 		$33.4M Buy
1,837,120
+166,825
+10% +$2.89M 0.57% 54
2025
Q2 		$27M Buy
1,670,295
+11,975
+0.7% +$185K 0.52% 53
2025
Q1 		$28.5M Sell
1,658,320
-749,275
-31% -$14.3M 0.61% 52
2024
Q4 		$48M Sell
2,407,595
-862,150
-26% -$16.8M 0.93% 44
2024
Q3 		$59.6M Buy
3,269,745
+7,950
+0.2% +$125K 1.08% 39
2024
Q2 		$50.4M Sell
3,261,795
-38,225
-1% -$585K 0.96% 44
2024
Q1 		$56.9M Buy
3,300,020
+193,305
+6% +$3.15M 0.99% 40
2023
Q4 		$47.9M Sell
3,106,715
-420,800
-12% -$5.01M 0.87% 44
2023
Q3 		$38.5M Sell
3,527,515
-325
-0% -$3.88K 0.75% 51
2023
Q2 		$39.8M Buy
3,527,840
+68,000
+2% +$692K 0.74% 51
2023
Q1 		$36.7M Buy
3,459,840
+96,870
+3% +$1.15M 0.69% 54
2022
Q4 		$37.9M Sell
3,362,970
-157,700
-4% -$1.78M 0.68% 56
2022
Q3 		$28M Buy
3,520,670
+62,550
+2% +$607K 0.55% 61
2022
Q2 		$30.1M Buy
3,458,120
+421,025
+14% +$5.09M 0.53% 61
2022
Q1 		$47.5M Buy
3,037,095
+937,335
+45% +$15M 0.71% 51
2021
Q4 		$36.3M Sell
2,099,760
-18,950
-0.9% -$355K 0.52% 59
2021
Q3 		$35.4M Buy
2,118,710
+769,260
+57% +$13.1M 0.51% 56
2021
Q2 		$24.6M Buy
+1,349,450
New +$20.2M 0.33% 68

Other funds holding MAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Letko, Brosseau & Associates's MAC Position: Q2 2026 in Review

Letko, Brosseau & Associates reduced its Macerich (MAC) stake by 2.2% in Q2 2026, selling an estimated $912K and leaving 1,841,170 shares worth $46.4M. The position accounts for 0.69% of the portfolio, ranked #51.

Letko, Brosseau & Associates first reported a position in MAC in Q2 2021 and has held it in 21 quarters since. The position peaked at $59.6M in Q3 2024. 347 funds tracked by Wall St. Rank hold MAC as of Q2 2026.

  • Letko, Brosseau & Associates held 1,841,170 shares of Macerich worth $46.4M as of Q2 2026.
  • Letko, Brosseau & Associates sold 40,575 Macerich shares in Q2 2026, an estimated $912K.
  • Macerich made up 0.69% of Letko, Brosseau & Associates's portfolio in Q2 2026, its #51 holding.
  • Letko, Brosseau & Associates first reported a position in Macerich in Q2 2021 and has held it in 21 quarters since.
  • Letko, Brosseau & Associates's Macerich position peaked at $59.6M in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Macerich as of Q2 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.