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MKZR

MacKenzie Realty Capital

33 hedge funds and large institutions have $4.23M invested in MacKenzie Realty Capital in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $3.74M → $4.23M (+$484K)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.85% more ownership

Funds ownership: 0.94%1.79% (+0.85%)

0% more funds holding

Funds holding: 3333 (0)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$19.7K -$8.83K -419 -24%
Northern Trust
27
Northern Trust
Illinois
$19K
Osaic Holdings
28
Osaic Holdings
Arizona
$14.6K -$15.8K -750 -43%
TRCT
29
Tower Research Capital (TRC)
New York
$7.43K +$5.86K +278 +128%
Morgan Stanley
30
Morgan Stanley
New York
$7.03K -$7.38K -350 -43%
KA
31
Kozak & Associates
Colorado
$6.72K +$11.1K +529 New
Bank of America
32
Bank of America
North Carolina
$5.32K +$7.25K +344 +3,127%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$2.02K
AllianceBernstein
34
AllianceBernstein
Tennessee
-$169K -5,358 Closed
ST
35
Sageworth Trust
Pennsylvania
-$71.1K -2,250 Closed
Citadel Advisors
36
Citadel Advisors
Florida
-$70.1K -2,220 Closed
TSS
37
Two Sigma Securities
New York
-$44K -1,393 Closed
KAS
38
Kestra Advisory Services
Texas
-$43.8K -1,365 Closed
JWS
39
Juncture Wealth Strategies
Arizona
-$41.8K -1,323 Closed
ATPW
40
Ashton Thomas Private Wealth
Arizona
-$31.6K -1,000 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
-$8K -255 Closed

MKZR Hedge Fund Activity: Q1 2025 in Review

33 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MacKenzie Realty Capital (MKZR) for Q1 2025, worth a combined $4.23M — up 13% from $3.74M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MKZR positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $3.05M. The largest seller was AllianceBernstein, exiting entirely with an estimated $169K sold.

  • 33 institutional investors held MacKenzie Realty Capital (MKZR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $4.23M of MacKenzie Realty Capital stock for Q1 2025, up 13% quarter-over-quarter.
  • 9 funds opened new MacKenzie Realty Capital positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest MacKenzie Realty Capital buyer in Q1 2025 was Armistice Capital, an estimated $3.05M added.
  • The largest MacKenzie Realty Capital seller in Q1 2025 was AllianceBernstein, an estimated $169K sold.

Based on aggregated 13F filings for Q1 2025.