MAC
Macerich Co
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Macerich Co
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Macerich Co
24.35
−0.90%
vs ±9.1% implied · ×0.10
shaded = implied · ▲▼ = realized
Macerich has 0 disclosed suppliers and 27 disclosed customers in SEC filings.
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Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| Dick's Sporting Goods, Inc. | Champs Sports, Dick's House of Sport, Dick's Sporting Goods, fly zone by Kids Foot Locker, Foot Locker, Going Going Gone!, House of Hoops by Foot Locker, Kids Foot Locker, Moosejaw | 67 | 4.0% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| Signet Jewelers Limited | Banter by Piercing Pagoda, Blue Nile, Jared, Kay Jewelers, Kay Jewelers Outlet, Zales, Zales Outlet | 82 | 1.9% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| Abercrombie & Fitch Co. | Abercrombie & Fitch, Abercrombie kids, Hollister Co. | 46 | 1.8% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| The Gap, Inc. | Athleta, Banana Republic, Banana Republic Factory Store, Gap, Gap Kids, Gap Factory Store, Old Navy, Old Navy Outlet | 36 | 1.7% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| LVMH, Inc. | Bulgari, Dior, Louis Vuitton, Marc Jacobs, Sephora, Tiffany & Co. | 28 | 1.6% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| Primark US Corp | Primark | 7 | 1.6% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| AE Outfitters Retail Co. | Aerie, Offline by Aerie, American Eagle Outfitters | 40 | 1.5% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| H & M Hennes & Mauritz L.P. | H&M | 21 | 1.5% |
Table…present the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2025
| Tenant | Primary DBAs | Number of Locations in the Portfolio | % of Total Rents |
|---|---|---|---|
| Zara USA, Inc. | Zara | 7 | 1.5% |
MAC 10-Kaccession 0000912242-26-000016
MAC 10-Kaccession 0000912242-26-000016
MAC 10-Kaccession 0000912242-26-000016
MAC 10-Kaccession 0000912242-26-000016
MAC 10-Kaccession 0000912242-26-000016
MAC 10-Kaccession 0000912242-26-000016
SentenceThe following table identifies each Anchor, each parent company that owns multiple Anchors and the number of square feet owned or leased by each such Anchor or parent company in the Company's portfolio at December 31, 2024. Name Number of Anchor Stores GLA Owned by Anchor GLA Leased by Anchor Total Anchor GLA Macy's Inc. Macy's 31 4,132,000 1,718,000 5,850,000
SentenceBelk 2 — 305,000 305,000
MAC 10-Kaccession 0000912242-26-000016
SentenceThe following table identifies each Anchor, each parent company that owns multiple Anchors and the number of square feet owned or leased by each such Anchor or parent company in the Company's portfolio at December 31, 2024. Name Number of Anchor Stores GLA Owned by Anchor GLA Leased by Anchor Total Anchor GLA Macy's Inc. Macy's 31 4,132,000 1,718,000 5,850,000 Bloomingdale's 1 — 253,000 253,000
MAC 10-Kaccession 0000912242-25-000023
SentenceBurlington 3 68,000 140,000 208,000
MAC 10-Kaccession 0000912242-26-000016
SentenceWhile the pace of bankruptcies slowed in 2023 and 2022 compared to prior years, it remained steady in 2024 and we continue to experience bankruptcies of Anchors and other national and local retailers, including the bankruptcy of Express announced in April 2024, as well as store closures, among our tenants.
MAC 10-Kaccession 0000912242-25-000023
SentenceJCPenney 18 1,195,000 1,682,000 2,877,000
MAC 10-Kaccession 0000912242-26-000016
SentenceNeiman Marcus 1 — 100,000 100,000
MAC 10-Kaccession 0000912242-26-000016
SentenceThe following retailers (including their subsidiaries) represent the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2024: Tenant Primary DBAs Number of Locations in the Portfolio % of Total Rents Victoria's Secret & Co. Pink, Victoria's Secret 40 2.1 %
MAC 10-Kaccession 0000912242-25-000023
Linked news
Expected move
Inputs8Q avg ±4.2%·×1.03·fair
straddle ±6.3%
spot 24.34exp Nov 20ATM strike 24ATM straddle 1.80IV 38%