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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,300 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,548 | $5.32K | 0.00% | +3,439+3,155.0% | Added |
| Kozak & Associates, Inc. | 5,291 | $6.72K | 0.00% | +5,291 | New |
| Morgan Stanley | 4,684 | $7.03K | 0.00% | −3,500−42.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,953 | $7.43K | 0.00% | +2,782+128.1% | Added |
| Advisor Group Holdings, Inc. | 9,750 | $14.6K | 0.00% | −7,501−43.5% | Reduced |
| Northern Trust Corp | 12,674 | $19.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,100 | $19.7K | 0.00% | −4,190−24.2% | Reduced |
| Savvy Advisors, Inc. | 14,666 | $22.0K | 0.00% | +14,666 | New |
| 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 |
| Commonwealth Equity Services, LLC | 17,968 | $27.0K | 0.00% | −6,418−26.3% | Reduced |
| 25 LLC | 18,120 | $27.2K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,430 | $27.6K | 0.00% | +18,430 | New |
| Pineridge Advisors LLC | 19,609 | $29.4K | 0.01% | +19,609 | New |
| Creative Planning | 20,109 | $30.2K | 0.00% | +931+4.9% | Added |
| EverSource Wealth Advisors, LLC | 21,446 | $32.2K | 0.00% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 22,760 | $34.1K | 0.01% | +22,760 | New |
| Advisors Capital Management, LLC | 25,775 | $38.7K | 0.00% | +9,701+60.4% | Added |
| World Equity Group, Inc. | 12,901 | $44.8K | 0.01% | +1,612+14.3% | Added |
| BlackRock, Inc. | 35,165 | $52.7K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,030 | $54.0K | 0.00% | +36,030 | New |
| Clarity Capital Partners LLC | 36,397 | $54.6K | 0.02% | +36,397 | New |
| LPL Financial LLC | 36,596 | $64.8K | 0.00% | −1,222−3.2% | Reduced |
| Atomi Financial Group, Inc. | 62,195 | $93.3K | 0.00% | −9,132−12.8% | Reduced |
| Brookstone Capital Management | 79,843 | $119.8K | 0.00% | +79,843 | New |
| Ameriprise Financial Inc | 80,221 | $120.3K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 98,100 | $132.4K | 0.07% | +74,372+313.4% | Added |
| Centaurus Financial, Inc. | 98,024 | $147.0K | 0.01% | +16,032+19.6% | Added |
| Legacy Wealth Managment, LLC | 117,098 | $175.6K | 0.13% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 155,575 | $233.4K | 0.00% | +55,071+54.8% | Added |
| Vanguard Group Inc | 247,105 | $370.7K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,445,735 | $2.17M | 0.06% | +1,445,735 | New |
| 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 |