AFG
MKZR

Atomi Financial Group’s MacKenzie Realty Capital MKZR Stock Holding History

Atomi Financial Group’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
Q2 		– Sell
-6,220
Closed -$93.3K – 1182
2025
Q1 		$93.3K Sell
6,220
-913
-13% -$19.2K ﹤0.01% 1018
2024
Q4 		$225K Buy
+7,133
New +$272K 0.01% 861

Other funds holding MKZR

AC
Armistice Capital New York $5.62B AUM 36.06% 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 $1.61T AUM 30.72% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Atomi Financial Group's MKZR Position: Q2 2025 in Review

Atomi Financial Group sold out of MacKenzie Realty Capital (MKZR) in Q2 2025, closing a stake of 6,220 shares — an estimated $93.3K sold.

Atomi Financial Group first reported a position in MKZR in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q4 2024. 34 funds tracked by Wall St. Rank hold MKZR as of Q2 2025.

  • Atomi Financial Group reported no remaining MacKenzie Realty Capital position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 6,220 MacKenzie Realty Capital shares in Q2 2025, an estimated $93.3K.
  • Atomi Financial Group first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 2 quarters.
  • Atomi Financial Group's MacKenzie Realty Capital position peaked at $225K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.