LIS
MKZR

Legacy Investment Solutions’s MacKenzie Realty Capital MKZR Stock Holding History

Legacy Investment Solutions’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
Q2 		$84K Buy
+12,537
New +$129K 0.04% 121
2024
Q4 		$237K Buy
+11,710
New +$446K 0.15% 67

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
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Investment Solutions's MKZR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in MacKenzie Realty Capital (MKZR) in Q2 2025: 12,537 shares worth $84K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MKZR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MKZR in Q4 2024 and has held it in 2 quarters since. The position peaked at $237K in Q4 2024. 34 funds tracked by Wall St. Rank hold MKZR as of Q2 2025.

  • Legacy Investment Solutions held 12,537 shares of MacKenzie Realty Capital worth $84K as of Q2 2025.
  • MacKenzie Realty Capital was a new Legacy Investment Solutions position in Q2 2025.
  • MacKenzie Realty Capital made up 0.04% of Legacy Investment Solutions's portfolio in Q2 2025, its #121 holding.
  • Legacy Investment Solutions first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's MacKenzie Realty Capital position peaked at $237K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.