MKZRNasdaqReal Estate Investment TrustsFiscal year ends June 30
MacKenzie Realty Capital, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 28, 2026
$1.21−0.04 (-3.20%)
Close on Oct 19, 2026
- Market cap
- $2.83M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
6.8%
0M of 3M shares
Institutional holders
15
5 new, 2 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
17 buys · 0 sales
Net bought $504.08K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dixon Robert E | 246,665 | 8.90% | 13D (active) amendment | Aug 10, 2026 |
| Steven Boyd | 1,579,006 | 9.99% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MKZR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 43,100 | 1.55% | $73.70K | +4,850 | 0.04% |
| Quinn Opportunity Partners LLC | 41,396 | 1.49% | $70.79K | – | 0.00% |
| Hrt Financial LP | 28,723 | 1.04% | $49 | New | 0.00% |
| Geode Capital Management, LLC | 18,401 | 0.66% | $31.47K | −21,072 | 0.00% |
| Citadel Advisors LLC | 18,172 | 0.65% | $31.07K | −492 | 0.00% |
| Vanguard Capital Management LLC | 16,975 | 0.61% | $29.03K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 7,735 | 0.28% | $13.23K | – | 0.00% |
| BlackRock, Inc. | 3,516 | 0.13% | $6.01K | – | 0.00% |
| Farther Finance Advisors, LLC | 3,248 | 0.12% | $5.55K | New | 0.00% |
| Osaic Holdings, Inc. | 2,215 | 0.08% | $3.79K | +427 | 0.00% |
| Tower Research Capital LLC (TRC) | 2,200 | 0.08% | $3.76K | New | 0.00% |
| Allied Private Wealth LLC | 720 | 0.03% | $1.17K | New | 0.00% |
| UBS Group AG | 658 | 0.02% | $1.13K | +179 | 0.00% |
| Kozak & Associates, Inc. | 529 | 0.02% | $899 | – | 0.00% |
| Barclays PLC | 27 | 0.00% | $46 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0M | 6.8% | 5 / 3 | 2 / 2 | 0M | 0M |
| Q1 2026 | 12 | 0M | 6.4% | 4 / 3 | 1 / 6 | 0M | 0M |
| Q4 2025 | 15 | 0M | 5.7% | 5 / 3 | 1 / 4 | 0M | 0M |
| Q3 2025 | 15 | 0M | 2.6% | 14 / 0 | 1 / 0 | 0M | 0M |
| Q2 2025 | 1 | 0M | 0.1% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MKZR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 30,040 | 1.08% | $69.39K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 16,975 | 0.61% | $29.03K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 3,122 | 0.11% | $7.21K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 2,897 | 0.10% | $6.69K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles E. Patterson Ii | General Counsel/Secretary, Director | 192,424 | 6.93% | Aug 10, 2026 |
| Glen W. Fuller | Treasurer | 192,424 | 6.93% | Aug 10, 2026 |
| Robert E. Dixon | CEO/President | 246,665 | 8.89% | Aug 10, 2026 |
| Christine Elizabeth Simpson | Chief Portfolio Manager | 92,674 | 3.34% | Oct 6, 2025 |
| Jeri Ruth Bluth | Chief Compliance Officer | 92,424 | 3.33% | Oct 6, 2025 |
| Angche Sherpa | Chief Financial Officer | 92,584 | 3.34% | Oct 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert E. Dixon CEO/President | Aug 10, 2026 | Buy | +23,400 | $1.60 | $37.44K | 100,000 |
| Glen W. Fuller Treasurer | Aug 10, 2026 | Buy | +23,400 | $1.60 | $37.44K | 100,000 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Aug 10, 2026 | Buy | +23,400 | $1.60 | $37.44K | 100,000 |
| Robert E. Dixon CEO/President | Aug 7, 2026 | Buy | +10,000 | $1.59 | $15.90K | 76,600 |
| Glen W. Fuller Treasurer | Aug 7, 2026 | Buy | +10,000 | $1.59 | $15.90K | 76,600 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Aug 7, 2026 | Buy | +10,000 | $1.59 | $15.90K | 76,600 |
| Robert E. Dixon CEO/President | Aug 3, 2026 | Buy | +30,000 | $1.20 | $36.00K | 66,600 |
| Glen W. Fuller Treasurer | Aug 3, 2026 | Buy | +30,000 | $1.20 | $36.00K | 66,600 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Aug 3, 2026 | Buy | +30,000 | $1.20 | $36.00K | 66,600 |
| Robert E. Dixon CEO/President | Jul 31, 2026 | Buy | +36,600 | $1.41 | $51.61K | 36,600 |
| Glen W. Fuller Treasurer | Jul 31, 2026 | Buy | +36,600 | $1.41 | $51.61K | 36,600 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Jul 31, 2026 | Buy | +36,600 | $1.41 | $51.61K | 36,600 |
| Robert E. Dixon CEO/President | Apr 6, 2026 | Buy | +10,000 | $3.50 | $35.00K | 54,241 |
| Robert E. Dixon CEO/President | Feb 24, 2026 | Buy | +5,000 | $3.64 | $18.20K | 44,241 |
| Robert E. Dixon CEO/President | Nov 26, 2025 | Buy | +3,000 | $4.05 | $12.15K | 39,241 |
| Robert E. Dixon CEO/President | Nov 24, 2025 | Buy | +2,084 | $4.05 | $8.44K | 36,241 |
| Robert E. Dixon CEO/President | Nov 21, 2025 | Buy | +1,862 | $4.00 | $7.45K | 34,157 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Angche Sherpa Chief Financial Officer | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Glen W. Fuller Treasurer | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Robert E. Dixon CEO/President | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Jeri Ruth Bluth Chief Compliance Officer | Oct 3, 2025 | Buy | +1,000 | $5.10 | $5.10K | 86,855 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Angche Sherpa Chief Financial Officer | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Angche Sherpa Chief Financial Officer | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Angche Sherpa Chief Financial Officer | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Angche Sherpa Chief Financial Officer | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Glen W. Fuller Treasurer | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Glen W. Fuller Treasurer | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Glen W. Fuller Treasurer | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Glen W. Fuller Treasurer | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Robert E. Dixon CEO/President | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Robert E. Dixon CEO/President | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Robert E. Dixon CEO/President | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Robert E. Dixon CEO/President | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Jeri Ruth Bluth Chief Compliance Officer | Oct 2, 2025 | Buy | +4,000 | $5.00 | $20.00K | 83,855 |
| Jeri Ruth Bluth Chief Compliance Officer | Oct 2, 2025 | Buy | +4,000 | $5.10 | $20.40K | 75,855 |
| Jeri Ruth Bluth Chief Compliance Officer | Oct 2, 2025 | Buy | +2,000 | $5.09 | $10.18K | 85,855 |
| Jeri Ruth Bluth Chief Compliance Officer | Oct 2, 2025 | Buy | +4,000 | $5.05 | $20.20K | 79,855 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Glen W. Fuller Treasurer | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Angche Sherpa Chief Financial Officer | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Jeri Ruth Bluth Chief Compliance Officer | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Robert E. Dixon CEO/President | Aug 21, 2025 | Buy | +15,146 | $5.10 | $77.24K | 70,864 |
| Robert E. Dixon CEO/President | Aug 18, 2025 | Buy | +9,000 | $5.10 | $45.90K | 32,151 |
| Robert E. Dixon CEO/President | Aug 18, 2025 | Buy | +9,000 | $5.10 | $45.90K | 321,551 |
| Robert E. Dixon CEO/President | Aug 18, 2025 | Buy | +9,000 | $9000.00 | $81.00M | 32,151 |
| Charles E. Patterson Ii General Counsel/Secretary, Director | Aug 14, 2025 | Buy | +21,012 | $4.84 | $101.70K | 56,709 |
| Christine Elizabeth Simpson Chief Portfolio Manager | Aug 14, 2025 | Buy | +21,012 | $4.84 | $101.70K | 56,709 |
| Angche Sherpa Chief Financial Officer | Aug 14, 2025 | Buy | +21,012 | $4.84 | $101.70K | 56,709 |
| Robert E. Dixon CEO/President | Aug 14, 2025 | Buy | +21,012 | $4.84 | $101.70K | 56,709 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.