MAC compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

MACMacerich Co

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

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MACMacerich Co

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MAC 27

DKSDick's Sporting Goodscustomer

—Signet Jewelersunlistedcustomer

ANFAbercrombie & Fitchcustomer

—The Gapunlistedcustomer

23 more · MAC chain ›

Shared 0

No shared counterparties.

Only WELL 11

BKDBrookdale Senior Livingcustomer

—Reveraunlistedsupplier

—Cogir Managementunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Oakmont Management

unlistedsupplier

7 more · WELL chain ›

MACMacerich Co

25.06▼−3.23%· post 25.06

Mkt cap$7.3BRevenue$193MQ3 FY26Revenue$750MFY25

WELLWelltower Inc.

244.94▼−1.23%· post 243.51

ClosedNov 5 '26

Mkt cap$180.0BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

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ClosedNov 5 '26

MACMacerich Co

WELLWelltower Inc.

25.06▼−3.23%post 25.06

Price

244.94▼−1.23%post 243.51

$7.3B

Mkt cap

$180.0B

Q3 FY26$193M

Revenue

$3.5BQ3 FY26

FY25$750M

Revenue

$10.7BFY25

MAC25.06▼−3.23%vsWELL244.94▼−1.23%ClosedNov 5 '26