Baron Real Estate Income Fund Q3 2026 Portfolio Activity

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

Seeking Alpha • Oct 26, 2026

Destination Dining, Food Experiences Drive Restaurant Leasing Momentum Across Macerich Portfolio of Class A Retail Properties

First-to-market Eataly, Seafood City and Din Tai Fung locations highlight growing roster of experience-forward dining and food-related concepts First-to-market Eataly, Seafood City and Din Tai Fung locations highlight growing roster of experience-forward dining and food-related concepts

GlobeNewsWire • Oct 20, 2026

Is it Wise to Retain Macerich Stock in Your Portfolio Now?

MAC's premium malls, rising occupancy and a $124M signed-not-open pipeline support growth, while tenant bankruptcies and e-commerce competition pose risks.

Zacks Investment Research • Oct 20, 2026

The Biggest Mistakes REIT Investors Make (I Made No. 3)

High-yield REITs often become the biggest traps. FFO can be misleading if capex is ignored. Leverage looks harmless until the next crisis hits.

Seeking Alpha • Oct 17, 2026

Macerich Schedules Third Quarter 2026 Earnings Release and Conference Call

SANTA MONICA, Calif., Oct. 14, 2026 (GLOBE NEWSWIRE) -- WHAT: Macerich (NYSE: MAC) Schedules Third Quarter 2026 Earnings Release and Conference Call

GlobeNewsWire • Oct 14, 2026

The Macerich Company: This 3.1% REIT Is Executing, But The Price Already Reflects It

The Macerich Company (MAC) is up 21% YTD but remains 16% below its 52-week high, with a 'Hold' rating justified by valuation and leverage concerns. MAC's go-forward portfolio is 90% Class A assets, with strong leasing momentum and a robust signed-not-open pipeline supporting 6.5% NOI CAGR guidance through 2028. Leverage has improved to 6.83x pro forma, but remains elevated versus peers, with significant debt maturities and refinancing risks through 2028.

Seeking Alpha • Oct 13, 2026

10 Stocks With Massive Short Squeeze Potential

Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into Q4. Where are short sellers putting their money?

Schaeffers Research • Oct 1, 2026

The Dark Side Of Retiring On Dividends

Retiring on dividends can help you weather market crashes without selling shares. However, three major risks can still derail your retirement. I detail what these are and how to mitigate them.

Seeking Alpha • Oct 1, 2026

This Macerich Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga • Sep 21, 2026

The Macerich Company (MAC) Presents at BofA NY Global Real Estate Conference 2026 Transcript

The Macerich Company (MAC) Presents at BofA NY Global Real Estate Conference 2026 Transcript

Seeking Alpha • Sep 16, 2026