CAM
MKZR

Concorde Asset Management’s MacKenzie Realty Capital MKZR Stock Holding History

Concorde Asset Management’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 		$139K Buy
38,250
+11,010
+40% +$44.8K 0.07% 198
2025
Q4 		$111K Buy
27,240
+3,360
+14% +$15.4K 0.04% 235
2025
Q3 		$120K Buy
+23,880
New +$139K 0.05% 218
2025
Q1 		$132K Buy
9,810
+7,437
+313% +$157K 0.07% 169
2024
Q4 		$75K Buy
+2,373
New +$90.4K 0.04% 180

Other funds holding MKZR

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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 $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Concorde Asset Management's MKZR Position: Q1 2026 in Review

Concorde Asset Management increased its MacKenzie Realty Capital (MKZR) stake by 40% in Q1 2026, buying an estimated $44.8K and bringing the position to 38,250 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #198.

Concorde Asset Management first reported a position in MKZR in Q4 2024 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold MKZR as of Q1 2026.

  • Concorde Asset Management held 38,250 shares of MacKenzie Realty Capital worth $139K as of Q1 2026.
  • Concorde Asset Management bought 11,010 MacKenzie Realty Capital shares in Q1 2026, an estimated $44.8K.
  • MacKenzie Realty Capital made up 0.07% of Concorde Asset Management's portfolio in Q1 2026, its #198 holding.
  • Concorde Asset Management first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.