Who Owns MacKenzie Realty Capital Stock?
NASDAQ: MKZRReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 10.24%
- Held by insiders
- 8.94%
- Institutional holders
- 18
- Institutions 10.2%
- Insiders 8.9%
- Public and other 80.8%
Who owns MacKenzie Realty Capital stock?
Institutional investors own about 10.2% of MacKenzie Realty Capital's shares, spread across 18 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 8.94% of MKZR.
The largest institutional holders are Concorde Asset Management, LLC (1.55%), Quinn Opportunity Partners, LLC (1.49%) and HRT Financial LP (1.04%). Together, the top 10 institutions control 6.6% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their MKZR positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MKZR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Concorde Asset Management, LLC | 43.10K | 1.55% | +12.7% |
| Quinn Opportunity Partners, LLC | 41.40K | 1.49% | 0.0% |
| HRT Financial LP | 28.72K | 1.04% | +100.0% |
| Geode Capital Management, LLC | 18.40K | 0.66% | -53.4% |
| Citadel Advisors Llc | 18.17K | 0.65% | -2.6% |
| Vanguard Capital Management LLC | 16.98K | 0.61% | 0.0% |
| Vanguard Fiduciary Trust Co | 7.74K | 0.28% | 0.0% |
| Blackrock Inc. | 3.52K | 0.13% | 0.0% |
| Farther Finance Advisors, Llc | 3.25K | 0.12% | +100.0% |
| Osaic Holdings Inc. | 2.21K | 0.08% | +23.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MKZR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 16.98K | 0.61% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 11.06K | 0.40% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 3.12K | 0.11% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 2.90K | 0.10% |
Frequently asked questions
Who is the largest shareholder of MacKenzie Realty Capital?
Concorde Asset Management, LLC is the largest institutional shareholder of MKZR, owning 1.55% of shares outstanding (43.10K shares) as of its latest 13F filing.
What percentage of MacKenzie Realty Capital is owned by institutions?
Institutions own about 10.2% of MKZR shares and 11.2% of the public float.
How much of MacKenzie Realty Capital do insiders own?
Insiders, such as officers and directors, own about 8.94% of MKZR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.