Bank of America
MKZR

Bank of America’s MacKenzie Realty Capital MKZR Stock Holding History

Bank of America’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
Q1 		– Sell
-17
Closed -$69 – 7117
2025
Q4 		$69 Buy
17
+2
+13% +$9 ﹤0.01% 6898
2025
Q3 		$74 Sell
15
-264
-95% -$1.53K ﹤0.01% 7918
2025
Q2 		$1.87K Sell
279
-76
-21% -$781 ﹤0.01% 7442
2025
Q1 		$5.32K Buy
355
+344
+3,127% +$7.25K ﹤0.01% 7220
2024
Q4 		$344 Buy
+11
New +$419 ﹤0.01% 7474

Other funds holding MKZR

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return