33% buyers of institutions opening or closing positions this quarter
4 more exits than new buyers, ownership fell 2.86 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
33% buyers of institutions opening or closing positions this quarter
10.8% institutional ownership
Legacy Wealth Managment, portfolio allocation
Institutional ownership vs REIT - Diversified peers
No Form 4 insider transactions on file
Latest positioning in MKZR across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MKZR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Quinn Opportunity Partners LLC | 41K | $151K | 0.0% | 2.105% | 0.01% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 39K | $141K | +84.3% | 2.007% | 0.00% |
| 3 | CITADEL ADVISORS LLC | 19K | $66K | β | 0.949% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 17K | $60K | β | 0.863% | 0.00% |
| 5 | Legacy Wealth Managment, LLC/ID | 10K | $35K | -11.3% | 0.491% | 0.02% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 8K | $28K | β | 0.393% | 0.00% |
| 7 | BlackRock, Inc. | 4K | $13K | 0.0% | 0.179% | 0.00% |
| 8 | ADVISOR GROUP HOLDINGS, INC. | 2K | $7K | +50.2% | 0.091% | 0.00% |
| 9 | UBS Group AG | 479 | $2K | β | 0.024% | 0.00% |
| 10 | Kozak & Associates, Inc. | 529 | $2K | 0.0% | 0.027% | 0.00% |
| 11 | NISA INVESTMENT ADVISORS, LLC | 130 | $463 | 0.0% | 0.007% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MKZR β a direct measure of their conviction.
Filings activity in MKZR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MKZR position in Q1 2026
Institutions that fully closed their MKZR position in Q1 2026
6 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 11 | 27% | 10.84% | 2.86 pp | $1M | 21% |
| Q4 2025 | 15 | 12% | 13.70% | +3.19 pp | $1M | +30% |
| Q3 2025 | 17 | 51% | 10.51% | 27.87 pp | $0M | 73% |
| Q2 2025 | 35 | +2.9% | 38.38% | 48.78 pp | $2M | 56% |
| Q1 2025 | 34 | +9.7% | 87.16% | +16.41 pp | $4M | +23% |
| Q4 2024 | 31 | β | 70.75% | β | $3M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for MKZR.
Quick answers to the most common questions about buying MKZR stock.
Based on Q1 2026 13F filings, institutional ownership of MacKenzie Realty Capital, Inc. stands at 10.8%, held across 11 reporting institutions.
Quinn Opportunity Partners LLC is the largest reported institutional holder of MKZR, with approximately 41,396 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MKZR, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for MKZR is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in MKZR during Q1 2026, while 8 fully exited. 2 added to existing positions and 5 trimmed.
MKZR institutional ownership fell by 2.86 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 99.9% of all reported 13F value in MKZR, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.