25 LLC’s MacKenzie Realty Capital MKZR Stock Holding History

25 LLC’s Portfolio MKZR Stock Details MKZR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,812	Closed	-$12.1K	–	68
2025 Q2	$12.1K	Hold	1,812	–	–	﹤0.01%	62
2025 Q1	$27.2K	Hold	1,812	–	–	0.01%	59
2024 Q4	$57.3K	Buy	+1,812	New	+$69K	0.02%	57

Other funds holding MKZR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

25 LLC's MKZR Position: Q3 2025 in Review

25 LLC sold out of MacKenzie Realty Capital (MKZR) in Q3 2025, closing a stake of 1,812 shares — an estimated $12.1K sold.

25 LLC first reported a position in MKZR in Q4 2024 and held it in 3 quarters. The position peaked at $57.3K in Q4 2024. 16 funds tracked by Wall St. Rank hold MKZR as of Q3 2025.

25 LLC reported no remaining MacKenzie Realty Capital position as of Q3 2025 after selling out during the quarter.
25 LLC sold 1,812 MacKenzie Realty Capital shares in Q3 2025, an estimated $12.1K.
25 LLC first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 3 quarters.
25 LLC's MacKenzie Realty Capital position peaked at $57.3K in Q4 2024.
16 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q3 2025.

Based on 25 LLC's 13F filing for Q3 2025, filed 16 Oct 2025.