Atria Investments, Inc

Position in MAC — Macerich Co

CIK 1535865 Charlotte, NC

Position in MAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,955,366

+$690,258 QoQ

Shares Held

117,323

-2.1% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#122

of 345 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Atria Investments, Inc holds $16,866,220 across 10 REIT - Retail names. MAC ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	19,324	$4,321,812
2	MAC	Macerich Co This page	117,323	$2,955,366
3	O	Realty Income Corp	35,539	$2,201,996
4	KIM	Kimco Realty Corp	79,440	$2,013,804
5	FRT	Federal Realty Investment Trust	14,053	$1,734,702
6	KRG	Kite Realty Group Trust	44,330	$1,258,085
7	ADC	Agree Realty Corp	11,535	$873,660
8	NNN	Nnn REIT, Inc.	18,404	$856,338

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,955,366	117,323	-2.1%	Shares	Sole	2026-07-28
2026-03-31	$2,265,108	119,847	+3.1%	Shares	Sole	2026-05-05
2025-12-31	$2,145,162	116,206	-5.5%	Shares	Sole	2026-02-05
2025-09-30	$2,238,836	123,013	-1.3%	Shares	Sole	2025-11-06
2025-06-30	$2,017,144	124,669	+0.3%	Shares	Sole	2025-08-04
2025-03-31	$2,134,540	124,318	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$2,488,147	124,907	+1.0%	Shares	Sole	2025-02-06
2024-09-30	$2,256,798	123,728	+0.3%	Shares	Sole	2024-11-01
2024-06-30	$1,905,064	123,385	-6.1%	Shares	Sole	2024-08-13
2024-03-31	$2,263,487	131,369	+0.4%	Shares	Sole	2024-05-21
2023-12-31	$2,019,478	130,880	+22.9%	Shares	Sole	2024-02-14
2023-09-30	$1,161,664	106,477	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.