JWS
MKZR

Juncture Wealth Strategies’s MacKenzie Realty Capital MKZR Stock Holding History

Juncture Wealth Strategies’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
Q1 		– Sell
-1,323
Closed -$41.8K – 139
2024
Q4 		$41.8K Buy
+1,323
New +$50.4K 0.02% 130

Other funds holding MKZR

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Juncture Wealth Strategies's MKZR Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of MacKenzie Realty Capital (MKZR) in Q1 2025, closing a stake of 1,323 shares — an estimated $41.8K sold.

Juncture Wealth Strategies first reported a position in MKZR in Q4 2024 and held it in 1 quarter. The position peaked at $41.8K in Q4 2024. 33 funds tracked by Wall St. Rank hold MKZR as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining MacKenzie Realty Capital position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 1,323 MacKenzie Realty Capital shares in Q1 2025, an estimated $41.8K.
  • Juncture Wealth Strategies first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 1 quarter.
  • Juncture Wealth Strategies's MacKenzie Realty Capital position peaked at $41.8K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.