Creative Planning
MKZR

Creative Planning’s MacKenzie Realty Capital MKZR Stock Holding History

Creative Planning’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
Q3 		– Sell
-2,436
Closed -$16.3K – 4039
2025
Q2 		$16.3K Buy
2,436
+425
+21% +$4.37K ﹤0.01% 3599
2025
Q1 		$30.2K Buy
2,011
+93
+5% +$1.96K ﹤0.01% 3378
2024
Q4 		$60.6K Buy
+1,918
New +$73K ﹤0.01% 3223

Other funds holding MKZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's MKZR Position: Q3 2025 in Review

Creative Planning sold out of MacKenzie Realty Capital (MKZR) in Q3 2025, closing a stake of 2,436 shares — an estimated $16.3K sold.

Creative Planning first reported a position in MKZR in Q4 2024 and held it in 3 quarters. The position peaked at $60.6K in Q4 2024. 16 funds tracked by Wall St. Rank hold MKZR as of Q3 2025.

  • Creative Planning reported no remaining MacKenzie Realty Capital position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 2,436 MacKenzie Realty Capital shares in Q3 2025, an estimated $16.3K.
  • Creative Planning first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 3 quarters.
  • Creative Planning's MacKenzie Realty Capital position peaked at $60.6K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.