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MKZR

MacKenzie Realty Capital

34 hedge funds and large institutions have $1.77M invested in MacKenzie Realty Capital in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

3% more funds holding

Funds holding: 3334 (+1)

0.13% less ownership

Funds ownership: 1.79%1.66% (-0.13%)

58% less capital invested

Capital invested by funds: $4.23M → $1.77M (-$2.46M)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$833K -$207K -20,200 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$104K +$2.6K +253 +2%
LWMI
4
Legacy Wealth Management (Idaho)
Idaho
$84K +$8.49K +827 +7%
LIS
5
Legacy Investment Solutions
Idaho
$84K +$129K +12,537 New
SAI
6
Savvy Advisors Inc
New York
$58.4K +$74.4K +7,246 +494%
BCM
7
Brookstone Capital Management
Illinois
$56.1K +$4.02K +391 +5%
Ameriprise
8
Ameriprise
Minnesota
$53.7K
LPL Financial
9
LPL Financial
California
$44.6K +$10.2K +991 +27%
AWA
10
Arkadios Wealth Advisors
Georgia
$24.1K
BlackRock
11
BlackRock
New York
$23.6K
CCP
12
Clarity Capital Partners
California
$23.4K -$1.49K -145 -4%
TWM
13
TCFG Wealth Management
California
$21.9K +$33.6K +3,268 New
ACM
14
Advisors Capital Management
New Jersey
$17.3K
Creative Planning
15
Creative Planning
Kansas
$16.3K +$4.37K +425 +21%
PA
16
Pineridge Advisors
Missouri
$16.2K +$4.71K +459 +23%
BIG
17
Brookwood Investment Group
Arizona
$15.2K
EWA
18
EverSource Wealth Advisors
Alabama
$14.4K
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$13.3K +$5K +487 +32%
WEG
20
World Equity Group
Illinois
$12.2K +$5.53K +538 +42%
2L
21
25 LLC
Missouri
$12.1K
MWM
22
Meridian Wealth Management
Kentucky
$10.1K
Osaic Holdings
23
Osaic Holdings
Arizona
$9.82K +$5.03K +490 +50%
Northern Trust
24
Northern Trust
Illinois
$8.49K
HF
25
HRT Financial
New York
$8K +$13.2K +1,283 New

MKZR Hedge Fund Activity: Q2 2025 in Review

34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MacKenzie Realty Capital (MKZR) for Q2 2025, worth a combined $1.77M — down 58% from $4.23M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKZR positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Savvy Advisors Inc, adding an estimated $74.4K. The largest seller was Armistice Capital, cutting an estimated $207K.

  • 34 institutional investors held MacKenzie Realty Capital (MKZR) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $1.77M of MacKenzie Realty Capital stock for Q2 2025, down 58% quarter-over-quarter.
  • 5 funds opened new MacKenzie Realty Capital positions in Q2 2025 and 3 closed out, a net change of +2 holders.
  • The largest MacKenzie Realty Capital buyer in Q2 2025 was Savvy Advisors Inc, an estimated $74.4K added.
  • The largest MacKenzie Realty Capital seller in Q2 2025 was Armistice Capital, an estimated $207K sold.

Based on aggregated 13F filings for Q2 2025.