Position in MAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,333,729
+$2,895,863 QoQ
Shares Held
489,628
-1.9% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 345 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $360,060,720 across 21 REIT - Retail names. MAC ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,494,326 | $154,548,438 | |
| 2 | SPG |
Simon Property Group Inc.
|
324,448 | $72,562,795 | |
| 3 | KIM |
Kimco Realty Corp
|
1,627,635 | $41,260,547 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
371,940 | $15,480,142 | |
| 5 | MAC |
Macerich Co
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|
489,628 | $12,333,729 | |
| 6 | NNN |
Nnn REIT, Inc.
|
226,857 | $10,555,656 | |
| 7 | FRT |
Federal Realty Investment Trust
|
83,606 | $10,320,324 | |
| 8 | REG |
Regency Centers Corp
|
108,167 | $8,625,236 |
All Filings in MAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,333,729 | 489,628 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,437,866 | 499,358 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,310,337 | 504,352 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,761,533 | 536,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,616,529 | 532,542 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,360,809 | 545,184 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,747,278 | 539,522 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,392,823 | 569,782 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,670,347 | 561,551 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,796,909 | 568,596 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,388,704 | 543,662 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,188,468 | 475,570 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,077,067 | 450,494 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,695,715 | 442,992 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,068,306 | 450,116 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,663,492 | 461,397 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,638,018 | 417,683 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,997,826 | 511,370 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,550,437 | 494,817 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,983,870 | 477,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,534,439 | 412,846 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,487,126 | 298,045 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,816,119 | 170,208 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $446,917 | 65,820 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $549,340 | 61,242 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $113,664 | 20,189 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||