We are live on ! Find out more
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
AC
1
Armistice Capital
New York
$2.17M +$3.05M +144,574 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$371K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$233K +$116K +5,508 +55%
LWMI
4
Legacy Wealth Management (Idaho)
Idaho
$176K
CF
5
Centaurus Financial
California
$147K +$33.8K +1,603 +20%
CAM
6
Concorde Asset Management
Michigan
$132K +$157K +7,437 +313%
Ameriprise
7
Ameriprise
Minnesota
$120K
BCM
8
Brookstone Capital Management
Illinois
$120K +$168K +7,984 New
AFG
9
Atomi Financial Group
New York
$93.3K -$19.2K -913 -13%
LPL Financial
10
LPL Financial
California
$64.8K -$2.57K -122 -3%
CCP
11
Clarity Capital Partners
California
$54.6K +$76.7K +3,640 New
AWA
12
Arkadios Wealth Advisors
Georgia
$54K +$75.9K +3,603 New
BlackRock
13
BlackRock
New York
$52.7K
WEG
14
World Equity Group
Illinois
$44.8K +$3.39K +161 +14%
ACM
15
Advisors Capital Management
New Jersey
$38.7K +$20.5K +971 +60%
BIG
16
Brookwood Investment Group
Arizona
$34.1K +$48K +2,276 New
EWA
17
EverSource Wealth Advisors
Alabama
$32.2K
Creative Planning
18
Creative Planning
Kansas
$30.2K +$1.96K +93 +5%
PA
19
Pineridge Advisors
Missouri
$29.4K +$41.3K +1,961 New
PCIA
20
Prime Capital Investment Advisors
Kansas
$27.6K +$38.8K +1,843 New
2L
21
25 LLC
Missouri
$27.2K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$27K -$13.5K -642 -26%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$22.5K -$10.3K -487 -25%
MWM
24
Meridian Wealth Management
Kentucky
$22.5K
SAI
25
Savvy Advisors Inc
New York
$22K +$30.9K +1,467 New

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.