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MKZR

MacKenzie Realty Capital

16 hedge funds and large institutions have $484K invested in MacKenzie Realty Capital in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.28% more ownership

Funds ownership: 1.66%5.95% (+4.3%)

53% less funds holding

Funds holding: 3416 (-18)

73% less capital invested

Capital invested by funds: $1.77M → $484K (-$1.28M)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

84% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 19

Holders
16
Holders Change
-18
Holders Change %
-52.94%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$123K -$6 -1 -0%
CAM
2
Concorde Asset Management
Michigan
$120K +$139K +23,880 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$80.1K +$1.59K +273 +2%
LWMI
4
Legacy Wealth Management (Idaho)
Idaho
$60K -$2.02K -348 -3%
Citadel Advisors
5
Citadel Advisors
Florida
$58K +$67.7K +11,639 New
BlackRock
6
BlackRock
New York
$17.3K -$6 -1 -0%
EWA
7
EverSource Wealth Advisors
Alabama
$10.5K -$6 -1 -0%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.52K +$14.4K +2,475 +169%
KA
9
Kozak & Associates
Colorado
$2.54K
Morgan Stanley
10
Morgan Stanley
New York
$2.3K
TRCT
11
Tower Research Capital (TRC)
New York
$1.15K -$640 -110 -32%
PA
12
Pineridge Advisors
Missouri
$738 -$13.2K -2,270 -94%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$647
Barclays
14
Barclays
United Kingdom
$93 +$110 +19 New
Bank of America
15
Bank of America
North Carolina
$74 -$1.53K -264 -95%
UBS Group
16
UBS Group
Switzerland
$25 -$4.69K -806 -99%
AC
17
Armistice Capital
New York
-$833K -124,374 Closed
SAI
18
Savvy Advisors Inc
New York
-$58.4K -8,713 Closed
BCM
19
Brookstone Capital Management
Illinois
-$56.1K -8,375 Closed
Ameriprise
20
Ameriprise
Minnesota
-$53.7K -8,022 Closed
LPL Financial
21
LPL Financial
California
-$44.6K -4,651 Closed
AWA
22
Arkadios Wealth Advisors
Georgia
-$24.1K -3,603 Closed
TWM
23
TCFG Wealth Management
California
-$21.9K -3,268 Closed
ACM
24
Advisors Capital Management
New Jersey
-$17.3K -2,578 Closed
Creative Planning
25
Creative Planning
Kansas
-$16.3K -2,436 Closed

MKZR Hedge Fund Activity: Q3 2025 in Review

16 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MacKenzie Realty Capital (MKZR) for Q3 2025, worth a combined $484K — down 73% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MKZR and 3 opened new positions — a net loss of 16 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $67.7K. The largest seller was Armistice Capital, exiting entirely with an estimated $833K sold.

  • 16 institutional investors held MacKenzie Realty Capital (MKZR) as of Q3 2025, down from 34 in Q2 2025.
  • Funds reported $484K of MacKenzie Realty Capital stock for Q3 2025, down 73% quarter-over-quarter.
  • 3 funds opened new MacKenzie Realty Capital positions in Q3 2025 and 19 closed out, a net change of -16 holders.
  • The largest MacKenzie Realty Capital buyer in Q3 2025 was Citadel Advisors, an estimated $67.7K added.
  • The largest MacKenzie Realty Capital seller in Q3 2025 was Armistice Capital, an estimated $833K sold.

Based on aggregated 13F filings for Q3 2025.