Position in MAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,939
New position
Shares Held
77
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 344 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $171,599 across 16 REIT - Retail names. MAC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,156 | $71,625 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
1,176 | $41,630 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,284 | $36,439 | |
| 4 | ADC |
Agree Realty Corp
|
100 | $7,574 | |
| 5 | SPG |
Simon Property Group Inc.
|
27 | $6,038 | |
| 6 | MAC |
Macerich Co
This page
|
77 | $1,939 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
27 | $1,123 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
34 | $1,014 |
All Filings in MAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,939 | 77 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||