MacKenzie Realty Capital, Inc.
MKZR- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001550913
In the last 90 days, MacKenzie Realty Capital, Inc. insiders filed 2 open-market purchases and 0 sales; 15 institutions reported holding it in 13F filings for Q2 2026, worth $320.6K in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in MacKenzie Realty Capital, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 33
- +33 vs. Q3 2024
- Shares held
- 1.27M
- +1.27M vs. Q3 2024
- Total value
- $3.74M
- +$3.74M vs. Q3 2024
- New holders
- 33
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MKZR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $320.6K |
| Q1 2026 | 12 | $643.5K |
| Q4 2025 | 15 | $637.1K |
| Q3 2025 | 16 | $484.0K |
| Q2 2025 | 34 | $1.77M |
| Q1 2025 | 33 | $4.23M |
| Q4 2024 | 33 | $3.74M |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding MacKenzie Realty Capital, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 109 | $344 | 0.00% | +109 | New |
| Nisa Investment Advisors, LLC | 1,300 | $4.17K | 0.00% | +1,300 | New |
| Tower Research Capital LLC (TRC) | 2,171 | $6.86K | 0.00% | +2,171 | New |
| Royal Bank of Canada | 2,552 | $8.00K | 0.00% | +2,552 | New |
| Morgan Stanley | 8,184 | $25.9K | 0.00% | +8,184 | New |
| Ashton Thomas Private Wealth, LLC | 10,000 | $31.6K | 0.00% | +10,000 | New |
| World Equity Group, Inc. | 11,289 | $35.7K | 0.01% | +11,289 | New |
| Northern Trust Corp | 12,674 | $40.0K | 0.00% | +12,674 | New |
| Juncture Wealth Strategies, LLC | 13,234 | $41.8K | 0.02% | +13,234 | New |
| Kestra Advisory Services, LLC | 13,646 | $43.8K | 0.00% | +13,646 | New |
| Two Sigma Securities, LLC | 13,926 | $44.0K | 0.01% | +13,926 | New |
| Meridian Wealth Management, LLC | 15,000 | $47.4K | 0.00% | +15,000 | New |
| Advisors Capital Management, LLC | 16,074 | $50.8K | 0.00% | +16,074 | New |
| Advisor Group Holdings, Inc. | 17,251 | $54.5K | 0.00% | +17,251 | New |
| UBS Group AG | 17,290 | $54.6K | 0.00% | +17,290 | New |
| 25 LLC | 18,120 | $57.3K | 0.02% | +18,120 | New |
| Creative Planning | 19,178 | $60.6K | 0.00% | +19,178 | New |
| Colony Group, LLC | 19,866 | $62.8K | 0.00% | +19,866 | New |
| EverSource Wealth Advisors, LLC | 21,446 | $67.8K | 0.00% | +21,446 | New |
| Citadel Advisors LLC | 22,197 | $70.1K | 0.00% | +22,197 | New |
| Sageworth Trust Co | 22,500 | $71.1K | 0.00% | +22,500 | New |
| Concorde Asset Management, LLC | 23,728 | $75.0K | 0.04% | +23,728 | New |
| Commonwealth Equity Services, LLC | 24,386 | $77.0K | 0.00% | +24,386 | New |
| BlackRock, Inc. | 35,165 | $111.1K | 0.00% | +35,165 | New |
| LPL Financial LLC | 37,818 | $122.4K | 0.00% | +37,818 | New |
| Alliancebernstein L.P. | 53,581 | $169.3K | 0.00% | +53,581 | New |
| Atomi Financial Group, Inc. | 71,327 | $225.4K | 0.01% | +71,327 | New |
| Legacy Investment Solutions, LLC | 117,098 | $236.5K | 0.16% | +117,098 | New |
| Legacy Wealth Managment, LLC | 117,098 | $236.5K | 0.16% | +117,098 | New |
| Ameriprise Financial Inc | 80,221 | $253.5K | 0.00% | +80,221 | New |
| Centaurus Financial, Inc. | 81,992 | $259.0K | 0.02% | +81,992 | New |
| Geode Capital Management, LLC | 100,504 | $317.6K | 0.00% | +100,504 | New |
| Vanguard Group Inc | 247,105 | $780.9K | 0.00% | +247,105 | New |