EWA
MKZR

EverSource Wealth Advisors’s MacKenzie Realty Capital MKZR Stock Holding History

EverSource Wealth Advisors’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
-2,144
Closed -$8.72K – 4524
2025
Q4 		$8.72K Hold
2,144
– – ﹤0.01% 2869
2025
Q3 		$10.5K Sell
2,144
-1
-0% -$6 ﹤0.01% 2798
2025
Q2 		$14.4K Hold
2,145
– – ﹤0.01% 2562
2025
Q1 		$32.2K Hold
2,145
– – ﹤0.01% 1447
2024
Q4 		$67.8K Buy
+2,145
New +$81.7K ﹤0.01% 1049

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
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
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

EverSource Wealth Advisors's MKZR Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of MacKenzie Realty Capital (MKZR) in Q1 2026, closing a stake of 2,144 shares — an estimated $8.72K sold.

EverSource Wealth Advisors first reported a position in MKZR in Q4 2024 and held it in 5 quarters. The position peaked at $67.8K in Q4 2024. 12 funds tracked by Wall St. Rank hold MKZR as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining MacKenzie Realty Capital position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,144 MacKenzie Realty Capital shares in Q1 2026, an estimated $8.72K.
  • EverSource Wealth Advisors first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's MacKenzie Realty Capital position peaked at $67.8K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.