Mackenzie RLTY Cap Inc.
13F holders, Q1 2025 (March 31)33holders
8new positions
8sold out
$1.51avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Mackenzie RLTY Cap Inc. in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 8 sold out. The largest holders were Armistice Capital, LLC ($2.2M), Vanguard Group Inc. ($371K) and Geode Capital Management, LLC ($233K).
- Company
- Mackenzie RLTY Cap Inc.
- CUSIP
- 55453W105
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.5M |
| Exits | 8 | $480K |
All 13F filers, Q4 2024 → Q1 2025: 1,819,941 shares bought and 188,465 shares sold, net +1,631,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Armistice Capital, LLC | 0.06% | New | 1,445,735 | $2.2M |
| Vanguard Group Inc. | 0.00% | No change | 247,105 | $371K |
| Geode Capital Management, LLC | 0.00% | Add +54.8% | 155,575 | $233K |
| Legacy Wealth Managment, LLC | 0.13% | No change | 117,098 | $176K |
| Centaurus Financial, Inc. | 0.01% | Add +19.6% | 98,024 | $147K |
| Concorde Asset Management, LLC | 0.07% | Add +313.4% | 98,100 | $132K |
| Ameriprise Financial Inc. | 0.00% | No change | 80,221 | $120K |
| Brookstone Capital Management | 0.00% | New | 79,843 | $120K |
| Compound Planning, Inc. | 0.00% | Reduce -12.8% | 62,195 | $93K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 36,596 | $65K |
| Clarity Capital Partners LLC | 0.02% | New | 36,397 | $55K |
| Arkadios Wealth Advisors | 0.00% | New | 36,030 | $54K |
| BlackRock, Inc. | 0.00% | No change | 35,165 | $53K |
| World Equity Group, Inc. | 0.01% | Add +14.3% | 12,901 | $45K |
| Advisors Capital Management, LLC | 0.00% | Add +60.4% | 25,775 | $39K |
| Brookwood Investment Group LLC | 0.01% | — | 22,760 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 21,446 | $32K |
| Creative Planning | 0.00% | Add +4.8% | 20,109 | $30K |
| Pineridge Advisors LLC | 0.01% | New | 19,609 | $29K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 18,430 | $28K |
| 25 LLC | 0.01% | No change | 18,120 | $27K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.3% | 17,968 | $27K |
| Meridian Wealth Management, LLC | 0.00% | No change | 15,000 | $23K |
| Focus Partners Wealth | 0.00% | Reduce -24.5% | 15,000 | $23K |
| Savvy Advisors, Inc. | 0.00% | New | 14,666 | $22K |
| UBS Group AG | 0.00% | Reduce -24.2% | 13,100 | $20K |
| Northern Trust Corp. | 0.00% | No change | 12,674 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 9,750 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +128.1% | 4,953 | $7K |
| Morgan Stanley | 0.00% | Reduce -42.8% | 4,684 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 5,291 | $7K |
| Bank of America Corp. | 0.00% | Add +3155.1% | 3,548 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,300 | $2K |
"% of holder's portfolio" is MACKENZIE RLTY CAP INC's weight in each manager's 13F, not the share of Mackenzie RLTY Cap Inc. the manager owns.