MacKenzie Realty Capital, Inc. - MKZR
Detailed investor-level table based on 13F positions.
Early Q3 2025 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | History | Reduced | 1,243,735 | 833 | 0.01% | 0.03% | 1 | -202,000 | -13.97% | Q2 2025 | Aug 14, 2025 |
| VANGUARD GROUP INC | History | No change | 247,105 | 163 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2025 | Aug 11, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 158,105 | 104 | 0.0% | 0.0% | 3 | +2,530 | 1.63% | Q2 2025 | Aug 08, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 125,366 | 83 | 0.04% | — | 4 | +125,366 | New | Q2 2025 | Aug 06, 2025 |
| Savvy Advisors, Inc. | History | New | 87,133 | 58 | 0.0% | — | 5 | +87,133 | New | Q2 2025 | Aug 04, 2025 |
| Brookstone Capital Management | History | Added to | 83,745 | 56 | 0.0% | 0.0% | 6 | +3,902 | 4.89% | Q2 2025 | Jul 30, 2025 |
| AMERIPRISE FINANCIAL INC | History | No change | 80,221 | 53 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| LPL Financial LLC | History | Added to | 46,508 | 44 | 0.0% | 0.0% | 8 | +9,912 | 27.08% | Q2 2025 | Aug 12, 2025 |
| Arkadios Wealth Advisors | History | No change | 36,030 | 24 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2025 | Aug 04, 2025 |
| BlackRock, Inc. | History | No change | 35,165 | 23 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 32,682 | 21 | 0.01% | — | 11 | +32,682 | New | Q2 2025 | Jul 23, 2025 |
| Advisors Capital Management, LLC | History | No change | 25,775 | 17 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2025 | Aug 08, 2025 |
| Creative Planning | History | Added to | 24,359 | 16 | 0.0% | 0.0% | 13 | +4,250 | 21.13% | Q2 2025 | Aug 08, 2025 |
| Brookwood Investment Group LLC | History | New | 22,760 | 15 | 0.0% | — | 14 | +22,760 | New | Q2 2025 | Aug 01, 2025 |
| Focus Partners Wealth | History | Added to | 19,866 | 13 | 0.0% | 0.0% | 15 | +4,866 | 32.44% | Q2 2025 | Aug 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | New | 18,278 | 12 | 0.0% | — | 16 | +18,278 | New | Q2 2025 | Jul 15, 2025 |
| 25 LLC | History | New | 18,120 | 12 | 0.0% | — | 17 | +18,120 | New | Q2 2025 | Jul 21, 2025 |
| Meridian Wealth Management, LLC | History | New | 15,000 | 10 | 0.0% | — | 18 | +15,000 | New | Q2 2025 | Aug 08, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,653 | 9 | 0.0% | 0.0% | 19 | +4,903 | 50.29% | Q2 2025 | Sep 04, 2025 |
| HRT FINANCIAL LP | History | New | 12,832 | 8 | 0.0% | — | 21 | +12,832 | New | Q2 2025 | Aug 14, 2025 |
| NORTHERN TRUST CORP | History | No change | 12,674 | 8 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2025 | Aug 13, 2025 |
| Ground Swell Capital, LLC | History | New | 11,904 | 7 | 0.01% | — | 23 | +11,904 | New | Q2 2025 | Jul 31, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,867 | 7 | 0.0% | 0.0% | 22 | -7,101 | -39.52% | Q2 2025 | Aug 06, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 7,500 | 5 | 0.0% | — | 24 | +7,500 | New | Q2 2025 | Aug 14, 2025 |
| UBS Group AG | History | Reduced | 8,114 | 5 | 0.0% | 0.0% | 25 | -4,986 | -38.06% | Q2 2025 | Aug 14, 2025 |
| Kozak & Associates, Inc. | History | New | 5,291 | 3 | 0.0% | — | 27 | +5,291 | New | Q2 2025 | Jul 10, 2025 |
| MORGAN STANLEY | History | No change | 4,684 | 3 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,428 | 2 | 0.0% | 0.0% | 28 | -1,525 | -30.79% | Q2 2025 | Aug 15, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,787 | 1 | 0.0% | 0.0% | 29 | -761 | -21.45% | Q2 2025 | Aug 14, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,195 | -100.0% | Q1 2025 | May 14, 2025 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,430 | -100.0% | Q1 2025 | May 13, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,300 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2025 | Jul 31, 2025 |