Macerich
About: Macerich invests in premium mall assets. The company owns 29 regional malls in its consolidated portfolio and 10 regional malls in its unconsolidated portfolio along with two power centers and seven other real estate assets. The company's total portfolio has 42.2 million square feet of gross leasable area and averaged $849 sales per square foot over the 12 months ended in June 2025.
Employees: 615
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
70% more call options, than puts
Call options by funds: $8.66M | Put options by funds: $5.09M
42% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 86
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
0.18% more ownership
Funds ownership: 99.76% [Q1] → 99.94% (+0.18%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
1% less funds holding
Funds holding: 284 [Q1] → 281 (-3) [Q2]
6% less capital invested
Capital invested by funds: $4.32B [Q1] → $4.09B (-$238M) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Evercore ISI Group
Samir Khanal
|
$20
|
In-Line
Maintained
|
15 Sep 2025 |
|
Scotiabank
Nicholas Yulico
|
$18
|
Sector Perform
Maintained
|
28 Aug 2025 |
|
JP Morgan
Michael Mueller
|
$19
|
Underweight
Maintained
|
27 Aug 2025 |
|
Ladenburg Thalmann
Destiny Hance
|
$25
|
Buy
Initiated
|
18 Jul 2025 |
Financial journalist opinion
