BFC Planning, Inc.’s MacKenzie Realty Capital MKZR Stock Holding History

BFC Planning, Inc.’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 Q3	$2.61K	Hold	1,993	–	–	﹤0.01%	2929
2026 Q2	$3.41K	Hold	1,993	–	–	﹤0.01%	2823
2026 Q1	$7.26K	Sell	1,993 -521	-21%	-$2.12K	﹤0.01%	2160
2025 Q4	$10.2K	Sell	2,514 -150	-6%	-$685	﹤0.01%	2074
2025 Q3	$13.1K	Buy	+2,664	New	+$15.5K	﹤0.01%	1773
2025 Q2	–	Sell	-3,206	Closed	-$48.1K	–	2882
2025 Q1	$48.1K	Buy	3,206 +24	+0.8%	+$506	﹤0.01%	1123
2024 Q4	$101K	Buy	+3,182	New	+$121K	0.01%	873

Other funds holding MKZR

Concorde Asset Management Ann Arbor, Michigan $168M AUM 23.72% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s MKZR Position: Q3 2026 in Review

BFC Planning, Inc. held its MacKenzie Realty Capital (MKZR) position steady in Q3 2026 at 1,993 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

BFC Planning, Inc. first reported a position in MKZR in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2024. 13 funds tracked by Wall St. Rank hold MKZR as of Q3 2026.

BFC Planning, Inc. held 1,993 shares of MacKenzie Realty Capital worth $2.61K as of Q3 2026.
BFC Planning, Inc. left its MacKenzie Realty Capital share count unchanged in Q3 2026.
MacKenzie Realty Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2929 holding.
BFC Planning, Inc. first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s MacKenzie Realty Capital position peaked at $101K in Q4 2024.
13 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.