MACNYSEReal Estate Investment TrustsFiscal year ends December 31
MACERICH CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.53−0.43 (-1.87%)
Close on Oct 19, 2026
- Market cap
- $6.17B
- P/E (TTM)
- –
- Dividend yield
- 3.02%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
311M of 284M shares
Institutional holders
347
65 new, 21 sold out
Net institutional buying
53M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $63.79K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 45,727,700 | 17.50% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Portfolio Management | 28,613,294 | 10.09% | 13G (passive) amendment | Aug 31, 2026 |
| Abigail P. Johnson | 26,502,907 | 10.20% | 13G (passive) amendment | Apr 30, 2026 |
| FMR LLC | 23,912,076 | 9.30% | 13G (passive) amendment | Mar 31, 2026 |
| Smead Capital Management, Inc. | 18,214,281 | 7.21% | 13G (passive) amendment | Mar 31, 2025 |
| State Street Corporation | 16,342,649 | 5.50% | 13G (passive) | Jun 30, 2026 |
| Cole W. Smead | 13,963,805 | 5.45% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Capital Management | 13,593,968 | 5.29% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MAC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 54,737,438 | 19.30% | $1.38B | +8,478,335 | 0.02% |
| FMR LLC | 31,461,342 | 11.10% | $792.51M | +7,413,950 | 0.03% |
| Vanguard Portfolio Management LLC | 27,314,692 | 9.63% | $688.06M | +1,748,833 | 0.03% |
| State Street Corp | 16,342,649 | 5.76% | $411.67M | +1,561,563 | 0.01% |
| Vanguard Capital Management LLC | 12,682,019 | 4.47% | $319.46M | +1,209,413 | 0.01% |
| Smead Capital Management, Inc. | 11,481,712 | 4.05% | $289.22M | −673,620 | 6.20% |
| Centersquare Investment Management LLC | 8,999,366 | 3.17% | $226.69M | +1,724,762 | 1.93% |
| Geode Capital Management, LLC | 8,667,541 | 3.06% | $218.37M | +1,812,483 | 0.01% |
| Principal Financial Group Inc | 7,014,637 | 2.47% | $176.70M | +5,769,806 | 0.09% |
| Charles Schwab Investment Management Inc | 5,783,144 | 2.04% | $145.68M | +568,675 | 0.02% |
| T. Rowe Price Investment Management, Inc. | 5,656,764 | 1.99% | $142.49K | −1,223,592 | 0.09% |
| Deutsche Bank AG\ | 5,515,222 | 1.94% | $138.93M | +5,112,622 | 0.04% |
| Resolution Capital Ltd | 5,439,786 | 1.92% | $137.03M | +1,055,606 | 2.52% |
| Morgan Stanley | 5,196,073 | 1.83% | $130.89M | +2,588,336 | 0.01% |
| Bamco Inc /Ny/ | 4,999,756 | 1.76% | $125.94M | +915,063 | 0.19% |
| Wellington Management Group Llp | 4,674,803 | 1.65% | $117.76M | −378,868 | 0.02% |
| Dimensional Fund Advisors LP | 4,222,022 | 1.49% | $106.36M | +373,909 | 0.02% |
| Northern Trust Corp | 3,870,527 | 1.36% | $97.50M | −598,564 | 0.01% |
| Goldman Sachs Group Inc | 3,644,167 | 1.29% | $91.80M | +174,203 | 0.01% |
| Canada Pension Plan Investment Board | 3,253,097 | 1.15% | $81.95M | +3,237,697 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 347 | 311M | 100.0% | 65 / 153 | 79 / 21 | 69M | 16M |
| Q1 2026 | 309 | 260M | 91.7% | 40 / 132 | 84 / 29 | 60M | 29M |
| Q4 2025 | 302 | 267M | 94.1% | 52 / 116 | 88 / 42 | 27M | 24M |
| Q3 2025 | 300 | 264M | 93.2% | 44 / 107 | 93 / 32 | 29M | 18M |
| Q2 2025 | 289 | 253M | 89.2% | 37 / 126 | 88 / 35 | 15M | 17M |
| Q1 2025 | 289 | 255M | 89.9% | 31 / 126 | 87 / 31 | 29M | 24M |
| Q4 2024 | 291 | 251M | 88.4% | 52 / 138 | 65 / 33 | 51M | 13M |
| Q3 2024 | 274 | 213M | 75.0% | 33 / 99 | 100 / 33 | 66M | 16M |
| Q2 2024 | 275 | 203M | 71.7% | 42 / 94 | 95 / 45 | 19M | 16M |
| Q1 2024 | 280 | 201M | 70.9% | 44 / 92 | 104 / 35 | 21M | 16M |
| Q4 2023 | 273 | 196M | 69.3% | 41 / 92 | 93 / 34 | 15M | 14M |
| Q3 2023 | 268 | 196M | 69.1% | 32 / 97 | 90 / 17 | 21M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MAC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 17,051,940 | 6.01% | $429.54M | 0.39% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 9,763,752 | 3.44% | $252.30M | 0.35% | Jul 31, 2026 |
| Smead Value Fund | 9,518,366 | 3.36% | $214.35M | 5.52% | May 29, 2026 |
| Vanguard Total Stock Market Index Fund | 8,919,737 | 3.15% | $224.69M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 7,093,314 | 2.50% | $178.68M | 0.22% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,437,157 | 2.27% | $162.15M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,076,211 | 1.44% | $102.68M | 0.15% | Jun 30, 2026 |
| Baron Real Estate Fund | 3,860,008 | 1.36% | $97.23M | 4.24% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 3,539,400 | 1.25% | $89.16M | 0.93% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,252,239 | 1.15% | $81.92M | 0.08% | Jun 30, 2026 |
| Fidelity Value Fund | 3,235,100 | 1.14% | $83.59M | 0.80% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 3,130,996 | 1.10% | $80.90M | 0.24% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,949,423 | 1.04% | $74.30M | 0.70% | Jun 30, 2026 |
| Real Estate Securities Fund | 2,674,702 | 0.94% | $69.11M | 0.98% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,599,911 | 0.92% | $65.49M | 0.39% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jackson Hsieh | President and CEO, Director | 226,500 | 0.08% | Mar 5, 2025 |
| Christopher J. Zecchini | Chief Accounting Officer | 847 | 0.00% | Sep 9, 2026 |
| Daniel E. Swanstrom II | SEVP, Chief Financial Officer | 0 | – | Feb 18, 2026 |
| Ann C. Menard | Chief Legal Officer/Secretary | 30,633 | 0.01% | Feb 18, 2026 |
| Doug J. Healey | Senior EVP, Head of Leasing | 146,223 | 0.05% | Feb 18, 2026 |
| Enrique Hernandez Jr | Director | 89,860 | 0.03% | Jul 1, 2026 |
| Andrea M. Stephen | Director | 104,921 | 0.04% | Jul 1, 2026 |
| Daniel J. Hirsch | Director | 96,630 | 0.03% | Jun 2, 2026 |
| Steve Hash | Director | 156,153 | 0.06% | Jun 2, 2026 |
| Devin Ignatius Murphy | Director | 24,621 | 0.01% | Jun 2, 2026 |
| Marianne Lowenthal | Director | 43,596 | 0.02% | Jun 2, 2026 |
| Diana Laing | Director | 163,291 | 0.06% | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher J. Zecchini Chief Accounting Officer | Sep 9, 2026 | Sale | −2,740 | $23.28 | $63.79K | 847 |
| Steve Hash Director | Jun 1, 2026 | Award | +9,520 | – | – | 156,153 |
| Diana Laing Director | Jun 1, 2026 | Award | +6,720 | – | – | 163,291 |
| Devin Ignatius Murphy Director | Jun 1, 2026 | Award | +6,720 | – | – | 24,621 |
| Enrique Hernandez Jr Director | Jun 1, 2026 | Award | +6,720 | – | – | 71,444 |
| Marianne Lowenthal Director | Jun 1, 2026 | Award | +6,720 | – | – | 43,596 |
| Andrea M. Stephen Director | Jun 1, 2026 | Award | +6,720 | – | – | 104,921 |
| Daniel J. Hirsch Director | Jun 1, 2026 | Award | +6,720 | – | – | 91,898 |
| Marianne Lowenthal Director | Sep 24, 2025 | Sale | −6,000 | $17.13 | $102.78K | 36,876 |
| Christopher J. Zecchini Chief Accounting Officer | Aug 15, 2025 | Sale | −9,500 | $17.17 | $163.12K | 3,587 |
| Marianne Lowenthal Director | Jun 2, 2025 | Award | +8,348 | – | – | 42,876 |
| Diana Laing Director | Jun 2, 2025 | Award | +8,348 | – | – | 155,946 |
| Andrea M. Stephen Director | Jun 2, 2025 | Award | +8,348 | – | – | 94,788 |
| Steve Hash Director | Jun 2, 2025 | Award | +12,213 | – | – | 141,757 |
| Devin Ignatius Murphy Director | Jun 2, 2025 | Award | +8,348 | – | – | 17,487 |
| Enrique Hernandez Jr Director | Jun 2, 2025 | Award | +8,348 | – | – | 26,657 |
| Daniel J. Hirsch Director | Jun 2, 2025 | Award | +8,348 | – | – | 82,256 |
| Devin Ignatius Murphy Director | Mar 14, 2025 | Buy | +7,000 | $16.40 | $114.80K | 9,118 |
| Jackson Hsieh President and CEO, Director | Mar 4, 2025 | Buy | +56,000 | $17.75 | $994.00K | 226,500 |
| Devin Ignatius Murphy Director | Feb 1, 2025 | Award | +2,118 | – | – | 2,118 |
| Andrea M. Stephen Director | Dec 26, 2024 | Sale | −63,289 | $20.59 | $1.30M | 0 |
| Doug J. Healey Senior EVP, Head of Leasing | Aug 5, 2024 | Gift | −60 | – | – | 78,427 |
| Diana Laing Director | Jul 18, 2024 | Award | +7,251 | – | – | 147,385 |
| Eric Brandt Director | May 30, 2024 | Award | +9,103 | – | – | 62,978 |
| Steve Hash Director | May 30, 2024 | Award | +13,317 | – | – | 125,328 |
| Marianne Lowenthal Director | May 30, 2024 | Award | +9,103 | – | – | 34,528 |
| Enrique Hernandez Jr Director | May 30, 2024 | Award | +9,103 | – | – | 36,249 |
| Daniel J. Hirsch Director | May 30, 2024 | Award | +9,103 | – | – | 71,106 |
| Andrea M. Stephen Director | May 30, 2024 | Award | +9,103 | – | – | 83,479 |
| Kenneth Volk EVP, Business Development | May 10, 2024 | Buy | +5,000 | $15.41 | $77.05K | 51,924 |
| Scott W. Kingsmore Chief Financial Officer | May 9, 2024 | Buy | +6,000 | $16.06 | $96.36K | 42,310 |
| Ann C. Menard Chief Legal Officer/Secretary | May 8, 2024 | Buy | +4,865 | $15.41 | $74.97K | 20,633 |
| Doug J. Healey Senior EVP, Head of Leasing | May 7, 2024 | Buy | +7,500 | $15.20 | $114.00K | 78,487 |
| Jackson Hsieh President and CEO, Director | May 6, 2024 | Buy | +140,000 | $14.26 | $2.00M | 170,500 |
| Edward C. Coppola Director | Mar 28, 2024 | Sale | −75,000 | $17.19 | $1.29M | 560,667 |
| Edward C. Coppola Director | Mar 27, 2024 | Sale | −20,000 | $17.01 | $340.20K | 635,667 |
| Hern Thomas E. O Director | Mar 20, 2024 | Sale | −95,000 | $16.94 | $1.61M | 102,900 |
| Hern Thomas E. O Director | Mar 14, 2024 | Sale | −7,964 | $16.39 | $130.53K | 0 |
| Edward C. Coppola President, Director | Feb 20, 2024 | Sale | −50,000 | $17.20 | $860.00K | 655,667 |
| Christopher J. Zecchini Chief Accounting Officer | Jan 18, 2024 | Award | +2,541 | – | – | 13,087 |
| Steven L. Soboroff Director | May 31, 2023 | Award | +14,004 | – | – | 47,191 |
| Eric Brandt Director | May 31, 2023 | Award | +14,004 | – | – | 53,875 |
| Enrique Hernandez Jr Director | May 31, 2023 | Award | +14,004 | – | – | 25,924 |
| Marianne Lowenthal Director | May 31, 2023 | Award | +14,004 | – | – | 25,425 |
| Andrea M. Stephen Director | May 31, 2023 | Award | +14,004 | – | – | 71,079 |
| Steve Hash Director | May 31, 2023 | Award | +20,487 | – | – | 107,341 |
| Daniel J. Hirsch Director | May 31, 2023 | Award | +14,004 | – | – | 58,915 |
| Peggy Alford Director | May 31, 2023 | Award | +14,004 | – | – | 54,423 |
| Christopher J. Zecchini Chief Accounting Officer | Jan 19, 2023 | Award | +3,088 | – | – | 10,546 |
| Edward C. Coppola President, Director | Jan 1, 2023 | Award | +79,928 | – | – | 705,667 |
| Christopher J. Zecchini Chief Accounting Officer | Nov 29, 2022 | Sale | −2,000 | $12.65 | $25.30K | 7,458 |
| Scott W. Kingsmore Chief Financial Officer | Sep 26, 2022 | Buy | +4,000 | $7.55 | $30.20K | 36,310 |
| Kenneth Volk EVP, Business Development | Sep 26, 2022 | Buy | +10,000 | $7.58 | $75.80K | 46,924 |
| Hern Thomas E. O Chief Executive Officer, Director | Sep 23, 2022 | Buy | +12,820 | $7.77 | $99.61K | 197,900 |
| Edward C. Coppola President, Director | Sep 23, 2022 | Buy | +50,000 | $7.98 | $399.00K | 625,739 |
| Christopher J. Zecchini Chief Accounting Officer | Sep 20, 2022 | Sale | −2,000 | $8.74 | $17.48K | 9,458 |
| Doug J. Healey Senior EVP, Head of Leasing | Sep 19, 2022 | Buy | +2,800 | $8.92 | $24.98K | 67,796 |
| Ann C. Menard Chief Legal Officer/Secretary | Sep 19, 2022 | Buy | +2,797 | $8.94 | $25.01K | 14,494 |
| Hern Thomas E. O Chief Executive Officer, Director | Sep 19, 2022 | Buy | +11,100 | $8.99 | $99.79K | 185,080 |
| Hern Thomas E. O Chief Executive Officer, Director | Sep 16, 2022 | Buy | +11,100 | $8.97 | $99.57K | 173,980 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Living Trust U/A/D 11-23-98 O'Hern Thomas O'Hern TTEE O'Hern Liv Trust, Retired CEO | Nov 12, 2024 | 57,200 | $1.12M | Nov 12, 2024 | Open Market Purchase |
| Living Trust U/A/D 11/23/1998 O'Hern Officer | Mar 20, 2024 | 95,000 | $1.60M | Mar 20, 2024 | Open Market Purchase |
| Edward C. Coppola Officer | Feb 20, 2024 | 350,000 | $6.03M | Feb 20, 2024 | Restricted Stock Units |