PA
MKZR

Pineridge Advisors’s MacKenzie Realty Capital MKZR Stock Holding History

Pineridge Advisors’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
Q3 		$738 Sell
150
-2,270
-94% -$13.2K ﹤0.01% 406
2025
Q2 		$16.2K Buy
2,420
+459
+23% +$4.71K 0.01% 177
2025
Q1 		$29.4K Buy
+1,961
New +$41.3K 0.01% 147

Other funds holding MKZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pineridge Advisors's MKZR Position: Q3 2025 in Review

Pineridge Advisors reduced its MacKenzie Realty Capital (MKZR) stake by 94% in Q3 2025, selling an estimated $13.2K and leaving 150 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Pineridge Advisors first reported a position in MKZR in Q1 2025 and has held it in 3 quarters since. The position peaked at $29.4K in Q1 2025. 16 funds tracked by Wall St. Rank hold MKZR as of Q3 2025.

  • Pineridge Advisors held 150 shares of MacKenzie Realty Capital worth $738 as of Q3 2025.
  • Pineridge Advisors sold 2,270 MacKenzie Realty Capital shares in Q3 2025, an estimated $13.2K.
  • MacKenzie Realty Capital made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #406 holding.
  • Pineridge Advisors first reported a position in MacKenzie Realty Capital in Q1 2025 and has held it in 3 quarters since.
  • Pineridge Advisors's MacKenzie Realty Capital position peaked at $29.4K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.