Summit Financial, LLC

Position in MAC — Macerich Co

CIK 1765536 PARSIPPANY, NJ

Position in MAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$694,664

+$173,459 QoQ

Shares Held

27,577

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#189

of 344 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Summit Financial, LLC holds $8,336,008 across 4 REIT - Retail names. MAC ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	15,554	$3,478,652
2	O	Realty Income Corp	43,665	$2,705,483
3	FRT	Federal Realty Investment Trust	11,805	$1,457,209
4	MAC	Macerich Co This page	27,577	$694,664

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,664	27,577	0.0%	Shares	Sole	2026-08-12
2026-03-31	$521,205	27,577	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$509,089	27,578	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$501,592	27,560	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$445,694	27,546	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$472,981	27,547	0.0%	Shares	Sole	2025-05-14
2024-12-31	$548,736	27,547	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.