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
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

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Osaic Holdings's MKZR Position: Q1 2026 in Review

Osaic Holdings increased its MacKenzie Realty Capital (MKZR) stake by 50% in Q1 2026, buying an estimated $2.43K and bringing the position to 1,788 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #6537.

Osaic Holdings first reported a position in MKZR in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.5K in Q4 2024. 12 funds tracked by Wall St. Rank hold MKZR as of Q1 2026.

  • Osaic Holdings held 1,788 shares of MacKenzie Realty Capital worth $6.51K as of Q1 2026.
  • Osaic Holdings bought 598 MacKenzie Realty Capital shares in Q1 2026, an estimated $2.43K.
  • MacKenzie Realty Capital made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6537 holding.
  • Osaic Holdings first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 6 quarters since.
  • Osaic Holdings's MacKenzie Realty Capital position peaked at $54.5K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.