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MKZR

MacKenzie Realty Capital
MKZR

33 hedge funds and large institutions have $3.74M invested in MacKenzie Realty Capital in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 0% → 0.94% (+0.94%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$941K
2
LIS
Legacy Investment Solutions
Idaho
+$446K
3
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$446K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383K
5
CF
Centaurus Financial
California
+$312K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$781K +$941K +24,711 New
Geode Capital Management
2
Geode Capital Management
Massachusetts
$318K +$383K +10,050 New
CF
3
Centaurus Financial
California
$259K +$312K +8,199 New
Ameriprise
4
Ameriprise
Minnesota
$253K +$306K +8,022 New
LIS
5
Legacy Investment Solutions
Idaho
$237K +$446K +11,710 New
LWMI
6
Legacy Wealth Management (Idaho)
Idaho
$237K +$446K +11,710 New
AFG
7
Atomi Financial Group
New York
$225K +$272K +7,133 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$169K +$204K +5,358 New
LPL Financial
9
LPL Financial
California
$122K +$144K +3,782 New
BlackRock
10
BlackRock
New York
$111K +$134K +3,517 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$77K +$92.9K +2,439 New
CAM
12
Concorde Asset Management
Michigan
$75K +$90.4K +2,373 New
ST
13
Sageworth Trust
Pennsylvania
$71.1K +$85.7K +2,250 New
Citadel Advisors
14
Citadel Advisors
Florida
$70.1K +$84.5K +2,220 New
EWA
15
EverSource Wealth Advisors
Alabama
$67.8K +$81.7K +2,145 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$62.8K +$75.7K +1,987 New
Creative Planning
17
Creative Planning
Kansas
$60.6K +$73K +1,918 New
2L
18
25 LLC
Missouri
$57.3K +$69K +1,812 New
UBS Group
19
UBS Group
Switzerland
$54.6K +$65.8K +1,729 New
Osaic Holdings
20
Osaic Holdings
Arizona
$54.5K +$65.7K +1,725 New
ACM
21
Advisors Capital Management
New Jersey
$50.8K +$61.2K +1,607 New
MWM
22
Meridian Wealth Management
Kentucky
$47.4K +$57.1K +1,500 New
TSS
23
Two Sigma Securities
New York
$44K +$53.1K +1,393 New
KAS
24
Kestra Advisory Services
Texas
$43.8K +$52K +1,365 New
JWS
25
Juncture Wealth Strategies
Arizona
$41.8K +$50.4K +1,323 New
1
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MKZR Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MacKenzie Realty Capital (MKZR) for Q4 2024, worth a combined $3.74M.

Buyers outnumbered sellers: 33 funds opened new MKZR positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $941K.

  • 33 institutional investors held MacKenzie Realty Capital (MKZR) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $3.74M of MacKenzie Realty Capital stock for Q4 2024.
  • 33 funds opened new MacKenzie Realty Capital positions in Q4 2024 and 0 closed out, a net change of +33 holders.
  • The largest MacKenzie Realty Capital buyer in Q4 2024 was Vanguard Group, an estimated $941K added.

Based on aggregated 13F filings for Q4 2024.