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, Q2 2025
Institutional positions in MacKenzie Realty Capital, Inc. as of Jun 30, 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
- 34
- +2 vs. Q1 2025
- Shares held
- 2.62M
- −85.1K (−3.1%) vs. Q1 2025
- Total value
- $1.77M
- −$2.33M (−56.9%) vs. Q1 2025
- New holders
- 5
- 10 more added
- Sold out
- 3
- 6 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding MacKenzie Realty Capital, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Armistice Capital, LLC | 1,243,735 | $833.3K | 0.03% | −202,000−14.0% | Reduced |
| Vanguard Group Inc | 247,105 | $163.1K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 158,105 | $104.3K | 0.00% | +2,530+1.6% | Added |
| Legacy Wealth Managment, LLC | 125,366 | $84.0K | 0.04% | +8,268+7.1% | Added |
| Legacy Investment Solutions, LLC | 125,366 | $84.0K | 0.04% | +125,366 | New |
| Savvy Advisors, Inc. | 87,133 | $58.4K | 0.00% | +72,467+494.1% | Added |
| Brookstone Capital Management | 83,745 | $56.1K | 0.00% | +3,902+4.9% | Added |
| Ameriprise Financial Inc | 80,221 | $53.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 46,508 | $44.6K | 0.00% | +9,912+27.1% | Added |
| Arkadios Wealth Advisors | 36,030 | $24.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 35,165 | $23.6K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 34,947 | $23.4K | 0.01% | −1,450−4.0% | Reduced |
| TCFG Wealth Management, LLC | 32,682 | $21.9K | 0.01% | +32,682 | New |
| Advisors Capital Management, LLC | 25,775 | $17.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 24,359 | $16.3K | 0.00% | +4,250+21.1% | Added |
| Pineridge Advisors LLC | 24,197 | $16.2K | 0.01% | +4,588+23.4% | Added |
| Brookwood Investment Group LLC | 22,760 | $15.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21,446 | $14.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 19,866 | $13.3K | 0.00% | +4,866+32.4% | Added |
| World Equity Group, Inc. | 18,278 | $12.2K | 0.00% | +5,377+41.7% | Added |
| 25 LLC | 18,120 | $12.1K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,653 | $9.82K | 0.00% | +4,903+50.3% | Added |
| Northern Trust Corp | 12,674 | $8.49K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,832 | $8.00K | 0.00% | +12,832 | New |
| Ground Swell Capital, LLC | 11,904 | $7.86K | 0.01% | +11,904 | New |
| Commonwealth Equity Services, LLC | 10,867 | $7.00K | 0.00% | −7,101−39.5% | Reduced |
| UBS Group AG | 8,114 | $5.44K | 0.00% | −4,986−38.1% | Reduced |
| Raymond James Financial Inc | 7,500 | $5.03K | 0.00% | +7,500 | New |
| Kozak & Associates, Inc. | 5,291 | $3.45K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 4,684 | $3.14K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,428 | $2.30K | 0.00% | −1,525−30.8% | Reduced |
| Bank of America Corp | 2,787 | $1.87K | 0.00% | −761−21.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,300 | $858 | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −98,024−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −62,195−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −18,430−100.0% | Sold out |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |