Monterey Private Wealth’s Macerich MAC Stock Holding History

Monterey Private Wealth’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
2025 Q1	$488K	Hold	28,440	–	–	0.14%	66
2024 Q4	$567K	Hold	28,440	–	–	0.19%	55
2024 Q3	$519K	Hold	28,440	–	–	0.18%	57
2024 Q2	$439K	Hold	28,440	–	–	0.16%	64
2024 Q1	$490K	Hold	28,440	–	–	0.2%	58
2023 Q4	$439K	Hold	28,440	–	–	0.2%	57
2023 Q3	$310K	Hold	28,440	–	–	0.16%	65
2023 Q2	$321K	Hold	28,440	–	–	0.16%	66
2023 Q1	$301K	Hold	28,440	–	–	0.15%	76
2022 Q4	$320K	Hold	28,440	–	–	0.17%	68
2022 Q3	$227K	Hold	28,440	–	–	0.14%	83
2022 Q2	$248K	Hold	28,440	–	–	0.14%	85
2022 Q1	$456K	Hold	28,440	–	–	0.22%	63
2021 Q4	$491K	Hold	28,440	–	–	0.24%	60
2021 Q3	$482K	Hold	28,440	–	–	0.27%	53
2021 Q2	$519K	Hold	28,440	–	–	0.3%	51
2021 Q1	$383K	Sell	28,440 -1	-0%	-$13	0.21%	54
2020 Q4	$303K	Hold	28,441	–	–	0.17%	63
2020 Q3	$193K	Buy	+28,441	New	+$223K	0.12%	83

Other funds holding MAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Monterey Private Wealth's MAC Position: Q1 2025 in Review

Monterey Private Wealth held its Macerich (MAC) position steady in Q1 2025 at 28,440 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #66.

Monterey Private Wealth first reported a position in MAC in Q3 2020 and has held it in 19 quarters since. The position peaked at $567K in Q4 2024. 289 funds tracked by Wall St. Rank hold MAC as of Q1 2025.

Monterey Private Wealth held 28,440 shares of Macerich worth $488K as of Q1 2025.
Monterey Private Wealth left its Macerich share count unchanged in Q1 2025.
Macerich made up 0.14% of Monterey Private Wealth's portfolio in Q1 2025, its #66 holding.
Monterey Private Wealth first reported a position in Macerich in Q3 2020 and has held it in 19 quarters since.
Monterey Private Wealth's Macerich position peaked at $567K in Q4 2024.
289 funds tracked by Wall St. Rank held Macerich as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.