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
Q2 		$73.7K Buy
43,100
+4,850
+13% +$12.7K 0.04% 151
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 $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 40.89% 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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Concorde Asset Management's MKZR Position: Q2 2026 in Review

Concorde Asset Management increased its MacKenzie Realty Capital (MKZR) stake by 13% in Q2 2026, buying an estimated $12.7K and bringing the position to 43,100 shares worth $73.7K. The position accounts for 0.04% of the portfolio, ranked #151.

Concorde Asset Management first reported a position in MKZR in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q1 2026. 15 funds tracked by Wall St. Rank hold MKZR as of Q2 2026.

  • Concorde Asset Management held 43,100 shares of MacKenzie Realty Capital worth $73.7K as of Q2 2026.
  • Concorde Asset Management bought 4,850 MacKenzie Realty Capital shares in Q2 2026, an estimated $12.7K.
  • MacKenzie Realty Capital made up 0.04% of Concorde Asset Management's portfolio in Q2 2026, its #151 holding.
  • Concorde Asset Management first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 6 quarters since.
  • Concorde Asset Management's MacKenzie Realty Capital position peaked at $139K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.