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Ashton Thomas Private Wealth’s MacKenzie Realty Capital MKZR Stock Holding History

Ashton Thomas 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
2025
Q1 		– Sell
-1,000
Closed -$31.6K – 843
2024
Q4 		$31.6K Buy
+1,000
New +$38.1K ﹤0.01% 760

Other funds holding MKZR

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ashton Thomas Private Wealth's MKZR Position: Q1 2025 in Review

Ashton Thomas Private Wealth sold out of MacKenzie Realty Capital (MKZR) in Q1 2025, closing a stake of 1,000 shares — an estimated $31.6K sold.

Ashton Thomas Private Wealth first reported a position in MKZR in Q4 2024 and held it in 1 quarter. The position peaked at $31.6K in Q4 2024. 33 funds tracked by Wall St. Rank hold MKZR as of Q1 2025.

  • Ashton Thomas Private Wealth reported no remaining MacKenzie Realty Capital position as of Q1 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 1,000 MacKenzie Realty Capital shares in Q1 2025, an estimated $31.6K.
  • Ashton Thomas Private Wealth first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's MacKenzie Realty Capital position peaked at $31.6K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2025, filed 16 May 2025.