MAC.NYSEMacerich CO

SCHEDULE 13G/A: FMR LLC and Abigail P. Johnson Disclose 9.7% Stake in Macerich Co.

Sentiment:

Beneficial Ownership Report


FMR LLC and its affiliates, along with Abigail P. Johnson, have filed an amended Schedule 13G disclosing a beneficial ownership of 9.7% in Macerich Co.'s common stock as of December 31, 2024.

Summary

  • FMR LLC and Abigail P. Johnson collectively beneficially own 21,923,884.92 shares of Macerich Co. common stock.
  • This ownership represents 9.7% of the total outstanding common stock of Macerich Co.
  • The filing, an Amendment No. 1 to Schedule 13G, was submitted on February 11, 2025, reflecting the ownership position as of December 31, 2024.
  • FMR LLC holds sole voting power over 21,022,500 shares and sole dispositive power over 21,923,884.92 shares.
  • Abigail P. Johnson, as a controlling person of FMR LLC, is deemed to have shared dispositive power over the same 21,923,884.92 shares.
  • The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Macerich Co.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would significantly alter the sentiment towards the company, other than confirming a large institutional stake.

Positives

  • Significant institutional ownership by a major asset manager like FMR LLC (Fidelity) can signal confidence in the issuer's long-term prospects.
  • The filing explicitly states the shares were acquired in the ordinary course of business and not for control, suggesting a passive investment intent.

Future Outlook

NA

Management Comments

  • "The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."

Industry Context

This filing indicates continued institutional interest in the real estate sector, specifically in REITs like Macerich Co., which owns and operates shopping centers. Large passive stakes by major asset managers are common in the REIT space, reflecting long-term investment strategies.

Stakeholder Impact

  • Shareholders: May view the significant stake held by FMR LLC and Abigail P. Johnson as a positive signal of institutional confidence in Macerich Co.

Key Dates

DateDescription
2023-01-03Effective date of Power of Attorney for FMR LLC.
2023-01-10FMR LLC's Schedule 13G filing date, accession number -23-000003, referenced for Power of Attorney.
2023-01-26Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31FMR LLC's Schedule 13G filing date, accession number -23-000038, referenced for Abigail P. Johnson's Power of Attorney.
2024-12-31Date of event which requires filing of this statement (reporting period end date).
2025-02-11Filing date of the Schedule 13G Amendment No. 1.

Keywords

Macerich Co, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, common stock, real estate, REIT, institutional investment, SEC filing

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