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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,300 | $858 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,787 | $1.87K | 0.00% | −761−21.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,428 | $2.30K | 0.00% | −1,525−30.8% | Reduced |
| Morgan Stanley | 4,684 | $3.14K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 5,291 | $3.45K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 7,500 | $5.03K | 0.00% | +7,500 | New |
| UBS Group AG | 8,114 | $5.44K | 0.00% | −4,986−38.1% | Reduced |
| Commonwealth Equity Services, LLC | 10,867 | $7.00K | 0.00% | −7,101−39.5% | Reduced |
| Ground Swell Capital, LLC | 11,904 | $7.86K | 0.01% | +11,904 | New |
| HRT Financial LP | 12,832 | $8.00K | 0.00% | +12,832 | New |
| Northern Trust Corp | 12,674 | $8.49K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,653 | $9.82K | 0.00% | +4,903+50.3% | Added |
| Meridian Wealth Management, LLC | 15,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 18,120 | $12.1K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 18,278 | $12.2K | 0.00% | +5,377+41.7% | Added |
| Colony Group, LLC | 19,866 | $13.3K | 0.00% | +4,866+32.4% | Added |
| EverSource Wealth Advisors, LLC | 21,446 | $14.4K | 0.00% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 22,760 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 24,197 | $16.2K | 0.01% | +4,588+23.4% | Added |
| Creative Planning | 24,359 | $16.3K | 0.00% | +4,250+21.1% | Added |
| Advisors Capital Management, LLC | 25,775 | $17.3K | 0.00% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 32,682 | $21.9K | 0.01% | +32,682 | New |
| Clarity Capital Partners LLC | 34,947 | $23.4K | 0.01% | −1,450−4.0% | Reduced |
| BlackRock, Inc. | 35,165 | $23.6K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,030 | $24.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 46,508 | $44.6K | 0.00% | +9,912+27.1% | Added |
| Ameriprise Financial Inc | 80,221 | $53.7K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 83,745 | $56.1K | 0.00% | +3,902+4.9% | Added |
| Savvy Advisors, Inc. | 87,133 | $58.4K | 0.00% | +72,467+494.1% | 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 |
| Geode Capital Management, LLC | 158,105 | $104.3K | 0.00% | +2,530+1.6% | Added |
| Vanguard Group Inc | 247,105 | $163.1K | 0.00% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,243,735 | $833.3K | 0.03% | −202,000−14.0% | Reduced |
| 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 |