Lodestone Wealth Management LLC

Position in MAC — Macerich Co

CIK 1950158 SPOKANE, WA

Position in MAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,060,509

+$732,389 QoQ

Shares Held

121,497

-1.4% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#119

of 345 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $6,490,862 across 4 REIT - Retail names. MAC ranks #2 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	15,262	$3,413,345
2	MAC	Macerich Co This page	121,497	$3,060,509
3	KIM	Kimco Realty Corp	451	$11,432
4	O	Realty Income Corp	90	$5,576

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,060,509	121,497	-1.4%	Shares	Sole	2026-07-24
2026-03-31	$2,328,120	123,181	-0.5%	Shares	Sole	2026-05-01
2025-12-31	$2,285,107	123,787	-0.7%	Shares	Sole	2026-01-15
2025-09-30	$2,268,648	124,651	-0.0%	Shares	Sole	2025-10-24
2025-06-30	$2,017,047	124,663	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$2,137,836	124,510	-18.0%	Shares	Other	2025-04-28
2024-12-31	$3,025,648	151,890	-1.4%	Shares	Other	2025-01-30
2024-09-30	$2,810,455	154,082	+0.6%	Shares	Other	2024-10-29
2024-06-30	$2,365,762	153,223	-6.6%	Shares	Other	2024-07-16
2024-03-31	$2,827,373	164,096	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$2,544,360	164,897	+10.5%	Shares	Other	2024-01-25
2023-09-30	$1,627,913	149,213	-18.9%	Shares	Sole	2023-10-20
2023-06-30	$2,073,927	184,022	+21.3%	Shares	Sole	2023-07-25
2023-03-31	$1,607,902	151,689	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$1,737,496	154,307	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.