Ticker · CUSIP 554382101

MAC

REIT

MACERICH CO

Real Estate·REIT - Retail

···Share

Holders (tracked)

Combined shares

34,137,048

Combined value

$630.17M

Last close

$22.30

Quarter

2025Q4

Price is +20.8% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$22.30+8.17 (+57.80%)H $22.30 · L $13.58 · Avg Vol 1.9M

Tracked holders · last 8 quarters

-1 vs previous quarter over the last 8.

SEC event timeline

24 events

AQR Capital Management added2026-02-17
+8,106 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−1,409,368 shares · 2025Q4
Position
Steve Cohen (Point72) exited2026-02-17
−715,883 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+9,919 shares · 2025Q4
Position
Wellington Management added2026-02-17
+2,142,737 shares · 2025Q4
Position
Ron Baron (Baron Capital / BAMCO) added2026-02-17
+376,392 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+511,439 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−202,587 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+3,625,338 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+18,408 shares · 2025Q4
Position
Bill Smead (Smead Capital) trimmed2026-02-09
−968,119 shares · 2025Q4
Position
First Eagle Investment Management added2026-02-04
+1,900 shares · 2025Q4
Position
AQR Capital Management added2025-11-14
+7,559 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−940,856 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+715,883 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+12,242 shares · 2025Q3
Position
Wellington Management added2025-11-14
+595,122 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+463,102 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−941,200 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−3,181,374 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−75,440 shares · 2025Q3
Position
First Eagle Investment Management trimmed2025-11-12
−57,800 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+152,432 shares · 2024Q3
Position
Bill Smead (Smead Capital) trimmed2025-11-10
−1,142,078 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MAC →

Follow-the-investor returns

If you'd copied each holder of MAC…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ken Fisher (Fisher Asset Mgmt)	2022Q4	$12.18	+83.1%	$64.5M
Bill Smead (Smead Capital)	2019Q3	$13.76	+62.1%	$311.4M
First Eagle Investment Management	2021Q2	$13.95	+59.8%	$3.8M
AQR Capital Management	2016Q1	$16.28	+37.0%	$1.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$16.53	+34.9%	$37.2M
Norges Bank (Norway SWF)	2016Q1	$17.61	+26.6%	$80.8M
Wellington Management	2016Q1	$18.02	+23.7%	$82.0M
Ken Griffin (Citadel Advisors)	2016Q1	$18.46	+20.8%	$1.3M
Ken Griffin (Citadel Advisors)	2016Q1	$18.46	+20.8%	$1.3M
Ken Griffin (Citadel Advisors)	2016Q1	$18.46	+20.8%	$1.3M
Ron Baron (Baron Capital / BAMCO)	2024Q1	$19.02	+17.2%	$73.3M
T. Rowe Price	2016Q1	$21.88	+1.9%	$5.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Norges Bank (Norway SWF)
+3,625,338
$66.9M

Added to7

Wellington Management
+2,142,737
$39.6M
Ken Griffin (Citadel Advisors)
+511,439
$9.4M
Ron Baron (Baron Capital / BAMCO)
+376,392
$6.9M
Ken Fisher (Fisher Asset Mgmt)
+18,408
$340K
AQR Capital Management
+8,106
$150K
First Eagle Investment Management
+1,900
$35K
T. Rowe Price
+9,919
$183

Trimmed2

Izzy Englander (Millennium Mgmt)
−1,409,368
$26.0M
Bill Smead (Smead Capital)
−968,119
$17.9M

Exited2

Steve Cohen (Point72)
−715,883
$13.0M
Renaissance Technologies
−202,587
$3.7M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	51,586,739	$33.27B	—
2022Q2	16	55,356,963	$17.57B	+1
2022Q3	16	58,331,189	$463.2M	—
2022Q4	17	65,819,879	$741.0M	+1
2023Q1	14	64,164,887	$679.9M	-3
2023Q2	15	54,320,975	$612.2M	+1
2023Q3	15	68,900,295	$751.7M	—
2023Q4	15	69,464,055	$1.07B	—
2024Q1	17	69,365,644	$1.20B	+2
2024Q2	18	70,831,549	$1.09B	+1
2024Q3	16	33,575,389	$612.4M	-2
2024Q4	14	32,250,649	$642.4M	-2
2025Q1	12	35,235,697	$605.0M	-2
2025Q2	13	34,991,333	$566.2M	+1
2025Q3	13	30,938,066	$563.1M	—
2025Q4	12	34,137,048	$630.2M	-1

Who owns MAC

12 super-investors · 2025Q4

Tracked stake

34.14M

Combined value

$630M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New1Added9Trim2

#	Manager	Shares	Value	% of book	Last action
1	Bill Smead Smead Capital	13.96M	$258M	5.3%	Trim−968.1K
2	Ken Griffin Citadel Advisors	4.43M	$82M	0.0%	Added+511.4K
3	Wellington Management	3.68M	$68M	0.0%	Added+2.14M
4	Norges Bank Norway SWF	3.63M	$67M	0.0%	New+3.63M
5	Ron Baron Baron Capital / BAMCO	3.29M	$61M	0.2%	Added+376.4K
6	Ken Fisher Fisher Asset Mgmt	2.89M	$53M	0.0%	Added+18.4K
7	Izzy Englander Millennium Mgmt	1.67M	$31M	0.0%	Trim−1.41M
8	T. Rowe Price	250.2K	$5M	0.0%	Added+9.9K
9	First Eagle Investment Management	170.6K	$3M	0.0%	Added+1.9K
10	AQR Capital Management	64.8K	$1M	0.0%	Added+8.1K
11	Ken Griffin Citadel Advisors	57.5K	$1M	0.0%	Added+511.4K
12	Ken Griffin Citadel Advisors	56.7K	$1M	0.0%	Added+511.4K

Recent moves

20 transactions

ADDT. Rowe Price
+9,919 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+511,439 · 2025Q4
ADDRon Baron (Baron Capital / BAMCO)
+376,392 · 2025Q4
ADDAQR Capital Management
+8,106 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−1,409,368 · 2025Q4
ADDWellington Management
+2,142,737 · 2025Q4
SOLDSteve Cohen (Point72)
−715,883 · 2025Q4
SOLDRenaissance Technologies
−202,587 · 2025Q4
NEWNorges Bank (Norway SWF)
+3,625,338 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+18,408 · 2025Q4
TRIMBill Smead (Smead Capital)
−968,119 · 2025Q4
ADDFirst Eagle Investment Management
+1,900 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−940,856 · 2025Q3
NEWSteve Cohen (Point72)
+715,883 · 2025Q3
ADDT. Rowe Price
+12,242 · 2025Q3
ADDWellington Management
+595,122 · 2025Q3
ADDRon Baron (Baron Capital / BAMCO)
+463,102 · 2025Q3
ADDAQR Capital Management
+7,559 · 2025Q3
TRIMRenaissance Technologies
−941,200 · 2025Q3
SOLDNorges Bank (Norway SWF)
−3,181,374 · 2025Q3

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