LWMI
MKZR

Legacy Wealth Management (Idaho)’s MacKenzie Realty Capital MKZR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-9,657
Closed -$35.2K – 1026
2026
Q1 		$35.2K Sell
9,657
-1,224
-11% -$4.98K 0.02% 317
2025
Q4 		$44.3K Sell
10,881
-1,308
-11% -$5.98K 0.02% 235
2025
Q3 		$60K Sell
12,189
-348
-3% -$2.02K 0.03% 153
2025
Q2 		$84K Buy
12,537
+827
+7% +$8.49K 0.04% 121
2025
Q1 		$176K Hold
11,710
– – 0.12% 72
2024
Q4 		$237K Buy
+11,710
New +$446K 0.15% 67

Other funds holding MKZR

CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MKZR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of MacKenzie Realty Capital (MKZR) in Q2 2026, closing a stake of 9,657 shares — an estimated $35.2K sold.

Legacy Wealth Management (Idaho) first reported a position in MKZR in Q4 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2024. 15 funds tracked by Wall St. Rank hold MKZR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining MacKenzie Realty Capital position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 9,657 MacKenzie Realty Capital shares in Q2 2026, an estimated $35.2K.
  • Legacy Wealth Management (Idaho) first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s MacKenzie Realty Capital position peaked at $237K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.