Osaic Holdings
MKZR

Osaic Holdings’s MacKenzie Realty Capital MKZR Stock Holding History

Osaic Holdings’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 		$3.79K Buy
2,215
+427
+24% +$1.11K ﹤0.01% 7060
2026
Q1 		$6.51K Buy
1,788
+598
+50% +$2.43K ﹤0.01% 6537
2025
Q4 		$4.84K Sell
1,190
-2,750
-70% -$12.6K ﹤0.01% 6720
2025
Q3 		$7.52K Buy
3,940
+2,475
+169% +$14.4K ﹤0.01% 6531
2025
Q2 		$9.82K Buy
1,465
+490
+50% +$5.03K ﹤0.01% 6158
2025
Q1 		$14.6K Sell
975
-750
-43% -$15.8K ﹤0.01% 5567
2024
Q4 		$54.5K Buy
+1,725
New +$65.7K ﹤0.01% 4636

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 40.89% 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
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Osaic Holdings's MKZR Position: Q2 2026 in Review

Osaic Holdings increased its MacKenzie Realty Capital (MKZR) stake by 24% in Q2 2026, buying an estimated $1.11K and bringing the position to 2,215 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #7060.

Osaic Holdings first reported a position in MKZR in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.5K in Q4 2024. 15 funds tracked by Wall St. Rank hold MKZR as of Q2 2026.

  • Osaic Holdings held 2,215 shares of MacKenzie Realty Capital worth $3.79K as of Q2 2026.
  • Osaic Holdings bought 427 MacKenzie Realty Capital shares in Q2 2026, an estimated $1.11K.
  • MacKenzie Realty Capital made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7060 holding.
  • Osaic Holdings first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 7 quarters since.
  • Osaic Holdings's MacKenzie Realty Capital position peaked at $54.5K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.