Sonora Investment Management Group’s Macerich MAC Stock Holding History

Sonora Investment Management Group’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 Q3	$3.04M	Sell	167,188 -10,920	-6%	-$189K	0.22%	83
2025 Q2	$2.88M	Sell	178,108 -33,760	-16%	-$520K	0.21%	84
2025 Q1	$3.64M	Sell	211,868 -10,975	-5%	-$210K	0.29%	78
2024 Q4	$4.44M	Buy	222,843 +3,059	+1%	+$59.7K	0.34%	71
2024 Q3	$4.01M	Sell	219,784 -25,825	-11%	-$407K	0.3%	81
2024 Q2	$4.23M	Hold	245,609	–	–	0.33%	83
2024 Q1	$4.23M	Buy	245,609 +5,613	+2%	+$91.5K	0.33%	83
2023 Q4	$3.7M	Buy	239,996 +6,418	+3%	+$76.5K	0.3%	88
2023 Q3	$2.55M	Sell	233,578 -1,055	-0.4%	-$12.6K	0.22%	102
2023 Q2	$2.64M	Sell	234,633 -8,000	-3%	-$81.4K	0.22%	100
2023 Q1	$2.57M	Buy	242,633 +1,119	+0.5%	+$13.3K	0.22%	100
2022 Q4	$2.72M	Buy	241,514 +36,784	+18%	+$415K	0.25%	98
2022 Q3	$1.78M	Hold	204,730	–	–	0.23%	82
2022 Q2	$1.78M	Buy	204,730 +8,045	+4%	+$97.2K	0.17%	110
2022 Q1	$3.08M	Buy	196,685 +180,720	+1,132%	+$2.9M	0.35%	79
2021 Q4	$276K	Buy	+15,965	New	+$299K	0.03%	178

Other funds holding MAC

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management Group's MAC Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Macerich (MAC) stake by 6.1% in Q3 2025, selling an estimated $189K and leaving 167,188 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #83.

Sonora Investment Management Group first reported a position in MAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.44M in Q4 2024. 300 funds tracked by Wall St. Rank hold MAC as of Q3 2025.

Sonora Investment Management Group held 167,188 shares of Macerich worth $3.04M as of Q3 2025.
Sonora Investment Management Group sold 10,920 Macerich shares in Q3 2025, an estimated $189K.
Macerich made up 0.22% of Sonora Investment Management Group's portfolio in Q3 2025, its #83 holding.
Sonora Investment Management Group first reported a position in Macerich in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Macerich position peaked at $4.44M in Q4 2024.
300 funds tracked by Wall St. Rank held Macerich as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.