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, Q1 2025
Institutional positions in MacKenzie Realty Capital, Inc. as of Mar 31, 2025. 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
- +1 vs. Q4 2024
- Shares held
- 2.81M
- +1.65M (+143.7%) vs. Q4 2024
- Total value
- $4.23M
- +$720.3K (+20.5%) vs. Q4 2024
- New holders
- 9
- 8 more added
- Sold out
- 8
- 7 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding MacKenzie Realty Capital, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 1,445,735 | $2.17M | 0.06% | +1,445,735 | New |
| Vanguard Group Inc | 247,105 | $370.7K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 155,575 | $233.4K | 0.00% | +55,071+54.8% | Added |
| Legacy Wealth Managment, LLC | 117,098 | $175.6K | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 98,024 | $147.0K | 0.01% | +16,032+19.6% | Added |
| Concorde Asset Management, LLC | 98,100 | $132.4K | 0.07% | +74,372+313.4% | Added |
| Ameriprise Financial Inc | 80,221 | $120.3K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 79,843 | $119.8K | 0.00% | +79,843 | New |
| Atomi Financial Group, Inc. | 62,195 | $93.3K | 0.00% | −9,132−12.8% | Reduced |
| LPL Financial LLC | 36,596 | $64.8K | 0.00% | −1,222−3.2% | Reduced |
| Clarity Capital Partners LLC | 36,397 | $54.6K | 0.02% | +36,397 | New |
| Arkadios Wealth Advisors | 36,030 | $54.0K | 0.00% | +36,030 | New |
| BlackRock, Inc. | 35,165 | $52.7K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 12,901 | $44.8K | 0.01% | +1,612+14.3% | Added |
| Advisors Capital Management, LLC | 25,775 | $38.7K | 0.00% | +9,701+60.4% | Added |
| Brookwood Investment Group LLC | 22,760 | $34.1K | 0.01% | +22,760 | New |
| EverSource Wealth Advisors, LLC | 21,446 | $32.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,109 | $30.2K | 0.00% | +931+4.9% | Added |
| Pineridge Advisors LLC | 19,609 | $29.4K | 0.01% | +19,609 | New |
| Prime Capital Investment Advisors, LLC | 18,430 | $27.6K | 0.00% | +18,430 | New |
| 25 LLC | 18,120 | $27.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,968 | $27.0K | 0.00% | −6,418−26.3% | Reduced |
| Colony Group, LLC | 15,000 | $22.5K | 0.00% | −4,866−24.5% | Reduced |
| Meridian Wealth Management, LLC | 15,000 | $22.5K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 14,666 | $22.0K | 0.00% | +14,666 | New |
| UBS Group AG | 13,100 | $19.7K | 0.00% | −4,190−24.2% | Reduced |
| Northern Trust Corp | 12,674 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,750 | $14.6K | 0.00% | −7,501−43.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,953 | $7.43K | 0.00% | +2,782+128.1% | Added |
| Morgan Stanley | 4,684 | $7.03K | 0.00% | −3,500−42.8% | Reduced |
| Kozak & Associates, Inc. | 5,291 | $6.72K | 0.00% | +5,291 | New |
| Bank of America Corp | 3,548 | $5.32K | 0.00% | +3,439+3,155.0% | Added |
| Nisa Investment Advisors, LLC | 1,300 | $2.02K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −53,581−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,197−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,926−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,646−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −13,234−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |