Position in MAC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,662
-$1,592 QoQ
Shares Held
66
-78.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 344 holders
Holding Since
Mar 2020
5 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, 2026JFS WEALTH ADVISORS, LLC holds $136,777 across 15 REIT - Retail names. MAC ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,837 | $113,820 | |
| 2 | SPG |
Simon Property Group Inc.
|
49 | $10,958 | |
| 3 | KIM |
Kimco Realty Corp
|
142 | $3,599 | |
| 4 | MAC |
Macerich Co
This page
|
66 | $1,662 | |
| 5 | SKT |
Tanger Inc.
|
40 | $1,578 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
36 | $1,074 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
21 | $874 | |
| 8 | FRT |
Federal Realty Investment Trust
|
4 | $493 |
All Filings in MAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,662 | 66 | Shares | Sole | 2026-07-10 | |
| 2020-12-31 | $3,254 | 305 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $366 | 54 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $475 | 53 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $912 | 162 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||