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
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

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
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

UBS Group's MKZR Position: Q1 2026 in Review

UBS Group opened a new position in MacKenzie Realty Capital (MKZR) in Q1 2026: 479 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #9449 among its holdings. This is a return to the name: UBS Group previously reported a position in MKZR as recently as Q3 2025.

UBS Group first reported a position in MKZR in Q4 2024 and has held it in 5 quarters since. The position peaked at $54.6K in Q4 2024. 12 funds tracked by Wall St. Rank hold MKZR as of Q1 2026.

  • UBS Group held 479 shares of MacKenzie Realty Capital worth $1.75K as of Q1 2026.
  • MacKenzie Realty Capital was a new UBS Group position in Q1 2026.
  • MacKenzie Realty Capital made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9449 holding.
  • UBS Group first reported a position in MacKenzie Realty Capital in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's MacKenzie Realty Capital position peaked at $54.6K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held MacKenzie Realty Capital as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.