MKZR — MACKENZIE RLTY CAP INC
As of Q2 2026, 4 SEC-registered investment managers reported holding MKZR (MACKENZIE RLTY CAP INC) in their latest 13F filings, with a combined reported value of $69.68K across 40.75K shares. That is -34.4% by share count (-21.39K shares) versus the previous quarter, while reported value moved -68.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MKZR is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 18.40K | $31.46K | 0.00% | Reduce |
| Citadel Advisors history | 18.17K | $31.07K | 0.00% | Reduce |
| BlackRock Inc history | 3.52K | $6.01K | 0.00% | Hold |
| UBS Group AG history | 658 | $1.12K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 39.47K | $140.52K | 0.00% | Add |
| Citadel Advisors history | 18.66K | $66.44K | 0.00% | New |
| BlackRock Inc history | 3.52K | $12.81K | 0.00% | Hold |
| UBS Group AG history | 479 | $1.75K | 0.00% | New |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 24.71K | $99.83K | 0.00% | Hold |
| Geode Capital Management history | 21.41K | $86.52K | 0.00% | Add |
| BlackRock Inc history | 3.52K | $14.30K | 0.00% | Hold |
| Bank of America Corp history | 17 | $69 | 0.00% | Add |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 24.71K | $123.06K | 0.00% | Reduce |
| Geode Capital Management history | 16.08K | $80.10K | 0.00% | Reduce |
| Citadel Advisors history | 11.64K | $57.96K | 0.00% | New |
| BlackRock Inc history | 3.52K | $17.30K | 0.00% | Reduce |
| Morgan Stanley history | 468 | $2.30K | 0.00% | Reduce |
| Bank of America Corp history | 15 | $74 | 0.00% | Reduce |
| UBS Group AG history | 5 | $25 | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 247.10K | $163.09K | 0.00% | Hold |
| Geode Capital Management history | 158.10K | $104.35K | 0.00% | Add |
| BlackRock Inc history | 35.16K | $23.56K | 0.00% | Hold |
| Northern Trust Corp history | 12.67K | $8.49K | 0.00% | Hold |
| UBS Group AG history | 8.11K | $5.44K | 0.00% | Reduce |
| Morgan Stanley history | 4.68K | $3.14K | 0.00% | Hold |
| Bank of America Corp history | 2.79K | $1.87K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 247.10K | $370.66K | 0.00% | Hold |
| Geode Capital Management history | 155.57K | $233.36K | 0.00% | Add |
| BlackRock Inc history | 35.16K | $52.75K | 0.00% | Hold |
| UBS Group AG history | 13.10K | $19.65K | 0.00% | Reduce |
| Northern Trust Corp history | 12.67K | $19.01K | 0.00% | Hold |
| Morgan Stanley history | 4.68K | $7.03K | 0.00% | Reduce |
| Bank of America Corp history | 3.55K | $5.32K | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 18.40K | 39.47K | 21.41K | 16.08K | 158.10K | 155.57K | 100.50K |
| Citadel Advisors | 18.17K | 18.66K | — | 11.64K | — | — | 22.20K |
| BlackRock Inc | 3.52K | 3.52K | 3.52K | 3.52K | 35.16K | 35.16K | 35.16K |
| UBS Group AG | 658 | 479 | — | 5 | 8.11K | 13.10K | 17.29K |
| Morgan Stanley | — | — | — | 468 | 4.68K | 4.68K | 8.18K |
| Bank of America Corp | — | — | 17 | 15 | 2.79K | 3.55K | 109 |
| Vanguard Group | — | — | 24.71K | 24.71K | 247.10K | 247.10K | 247.10K |
| Northern Trust Corp | — | — | — | — | 12.67K | 12.67K | 12.67K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details