Position in MAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$300,164
New position
Shares Held
11,916
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 345 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. MAC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,223 | $1,839,073 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
46,090 | $1,453,217 | |
| 3 | O |
Realty Income Corp
|
19,371 | $1,200,227 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
9,968 | $352,867 | |
| 5 | MAC |
Macerich Co
This page
|
11,916 | $300,164 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,696 | $265,034 |
All Filings in MAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,164 | 11,916 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||