Morgan Stanley’s MacKenzie Realty Capital MKZR Stock Holding History

Morgan Stanley’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 Q4	–	Sell	-468	Closed	-$2.3K	–	8538
2025 Q3	$2.3K	Hold	468	–	–	﹤0.01%	7277
2025 Q2	$3.14K	Hold	468	–	–	﹤0.01%	7140
2025 Q1	$7.03K	Sell	468 -350	-43%	-$7.38K	﹤0.01%	6904
2024 Q4	$25.9K	Buy	+818	New	+$31.2K	﹤0.01%	6496

Other funds holding MKZR

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Morgan Stanley's MKZR Position: Q4 2025 in Review

Morgan Stanley sold out of MacKenzie Realty Capital (MKZR) in Q4 2025, closing a stake of 468 shares — an estimated $2.3K sold.

Morgan Stanley first reported a position in MKZR in Q4 2024 and held it in 4 quarters. The position peaked at $25.9K in Q4 2024. 15 funds tracked by Wall St. Rank hold MKZR as of Q4 2025.

Morgan Stanley reported no remaining MacKenzie Realty Capital position as of Q4 2025 after selling out during the quarter.
Morgan Stanley sold 468 MacKenzie Realty Capital shares in Q4 2025, an estimated $2.3K.
Morgan Stanley first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 4 quarters.
Morgan Stanley's MacKenzie Realty Capital position peaked at $25.9K in Q4 2024.
15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.