APW
MKZR

Allied Private Wealth’s MacKenzie Realty Capital MKZR Stock Holding History

Allied Private Wealth’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
2026
Q2 		$1.17K Buy
+720
New +$1.88K ﹤0.01% 791

Other funds holding MKZR

CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allied Private Wealth's MKZR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in MacKenzie Realty Capital (MKZR) in Q2 2026: 720 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

15 funds tracked by Wall St. Rank hold MKZR as of Q2 2026.

  • Allied Private Wealth held 720 shares of MacKenzie Realty Capital worth $1.17K as of Q2 2026.
  • MacKenzie Realty Capital was a new Allied Private Wealth position in Q2 2026.
  • MacKenzie Realty Capital made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #791 holding.
  • 15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.