KAS
MKZR

Kestra Advisory Services’s MacKenzie Realty Capital MKZR Stock Holding History

Kestra Advisory Services’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
-1,365
Closed -$43.8K – 2922
2024
Q4 		$43.8K Buy
+1,365
New +$52K ﹤0.01% 2615

Other funds holding MKZR

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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

Kestra Advisory Services's MKZR Position: Q1 2025 in Review

Kestra Advisory Services sold out of MacKenzie Realty Capital (MKZR) in Q1 2025, closing a stake of 1,365 shares — an estimated $43.8K sold.

Kestra Advisory Services first reported a position in MKZR in Q4 2024 and held it in 1 quarter. The position peaked at $43.8K in Q4 2024. 33 funds tracked by Wall St. Rank hold MKZR as of Q1 2025.

  • Kestra Advisory Services reported no remaining MacKenzie Realty Capital position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 1,365 MacKenzie Realty Capital shares in Q1 2025, an estimated $43.8K.
  • Kestra Advisory Services first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 1 quarter.
  • Kestra Advisory Services's MacKenzie Realty Capital position peaked at $43.8K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.