Position in MAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$419,754
+$280,434 QoQ
Shares Held
16,664
+30.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 344 holders
Holding Since
Jun 2020
15 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, 2026AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. MAC ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
42,773 | $1,780,195 | |
| 2 | O |
Realty Income Corp
|
21,611 | $1,339,008 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,670 | $1,268,077 | |
| 4 | KIM |
Kimco Realty Corp
|
25,401 | $643,913 | |
| 5 | KRG |
Kite Realty Group Trust
|
21,764 | $617,660 | |
| 6 | MAC |
Macerich Co
This page
|
16,664 | $419,754 | |
| 7 | REG |
Regency Centers Corp
|
3,144 | $250,698 |
All Filings in MAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,754 | 16,664 | Shares | Other | 2026-08-03 | |
| 2023-09-30 | $139,320 | 12,770 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $134,969 | 11,976 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $126,595 | 11,943 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $142,889 | 12,690 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $170,535 | 21,478 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $233,488 | 26,807 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $672,347 | 42,989 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,235,479 | 129,368 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,313,816 | 138,469 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,917,207 | 159,847 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,454,554 | 209,791 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,451,731 | 229,778 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,762,731 | 259,607 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,307,449 | 145,758 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||