UBS Group
MKZR

UBS Group’s MacKenzie Realty Capital MKZR Stock Holding History

UBS Group’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 		$1.13K Buy
658
+179
+37% +$467 ﹤0.01% 9621
2026
Q1 		$1.75K Buy
+479
New +$1.95K ﹤0.01% 9449
2025
Q4 		– Sell
-5
Closed -$25 – 11400
2025
Q3 		$25 Sell
5
-806
-99% -$4.69K ﹤0.01% 10114
2025
Q2 		$5.44K Sell
811
-499
-38% -$5.13K ﹤0.01% 9175
2025
Q1 		$19.7K Sell
1,310
-419
-24% -$8.83K ﹤0.01% 8250
2024
Q4 		$54.6K Buy
+1,729
New +$65.8K ﹤0.01% 7247

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's MKZR Position: Q2 2026 in Review

UBS Group increased its MacKenzie Realty Capital (MKZR) stake by 37% in Q2 2026, buying an estimated $467 and bringing the position to 658 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #9621.

UBS Group first reported a position in MKZR in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.6K in Q4 2024. 15 funds tracked by Wall St. Rank hold MKZR as of Q2 2026.

  • UBS Group held 658 shares of MacKenzie Realty Capital worth $1.13K as of Q2 2026.
  • UBS Group bought 179 MacKenzie Realty Capital shares in Q2 2026, an estimated $467.
  • MacKenzie Realty Capital made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9621 holding.
  • UBS Group first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's MacKenzie Realty Capital position peaked at $54.6K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.