ST
MKZR

Sageworth Trust’s MacKenzie Realty Capital MKZR Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-2,250
Closed -$71.1K – 103
2024
Q4 		$71.1K Buy
+2,250
New +$85.7K ﹤0.01% 98

Other funds holding MKZR

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sageworth Trust's MKZR Position: Q1 2025 in Review

Sageworth Trust sold out of MacKenzie Realty Capital (MKZR) in Q1 2025, closing a stake of 2,250 shares — an estimated $71.1K sold.

Sageworth Trust first reported a position in MKZR in Q4 2024 and held it in 1 quarter. The position peaked at $71.1K in Q4 2024. 33 funds tracked by Wall St. Rank hold MKZR as of Q1 2025.

  • Sageworth Trust reported no remaining MacKenzie Realty Capital position as of Q1 2025 after selling out during the quarter.
  • Sageworth Trust sold 2,250 MacKenzie Realty Capital shares in Q1 2025, an estimated $71.1K.
  • Sageworth Trust first reported a position in MacKenzie Realty Capital in Q4 2024 and held it in 1 quarter.
  • Sageworth Trust's MacKenzie Realty Capital position peaked at $71.1K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2025.

Based on Sageworth Trust's 13F filing for Q1 2025, filed 28 Apr 2025.