Mackenzie RLTY Cap Inc.

13F holders, Q2 2025 (June 30)
33holders
4new positions
4sold out
$0.67avg. 13F price*

At the end of Q2 2025, 33 institutions reported holding Mackenzie RLTY Cap Inc. in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were Armistice Capital, LLC ($833K), Vanguard Group Inc. ($163K) and Geode Capital Management, LLC ($104K).

Company
Mackenzie RLTY Cap Inc.
CUSIP
55453W105
Latest filing quarter
Q3 2025

History

Number of 13F holders

010203040 Q4 2024: 33Q4 2024Q1 2025: 33Q1 2025Q2 2025: 33Q2 2025Q3 2025: 2Q3 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$43K
Exits4$300K

All 13F filers, Q1 2025 → Q2 2025: 185,981 shares bought and 417,918 shares sold, net −231,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Armistice Capital, LLC 0.03% Reduce -14.0% 1,243,735 $833K
Vanguard Group Inc. 0.00% No change 247,105 $163K
Geode Capital Management, LLC 0.00% Add +1.6% 158,105 $104K
Legacy Investment Solutions, LLC 0.04% — 125,366 $84K
Legacy Wealth Managment, LLC 0.04% Add +7.1% 125,366 $84K
Savvy Advisors, Inc. 0.00% Add +494.1% 87,133 $58K
Brookstone Capital Management 0.00% Add +4.9% 83,745 $56K
Ameriprise Financial Inc. 0.00% No change 80,221 $54K
LPL Financial LLC 0.00% Add +27.1% 46,508 $45K
Arkadios Wealth Advisors 0.00% No change 36,030 $24K
BlackRock, Inc. 0.00% No change 35,165 $24K
Clarity Capital Partners LLC 0.01% Reduce -4.0% 34,947 $23K
TCFG Wealth Management, LLC 0.01% New 32,682 $22K
Advisors Capital Management, LLC 0.00% No change 25,775 $17K
Creative Planning 0.00% Add +21.1% 24,359 $16K
Pineridge Advisors LLC 0.01% Add +23.4% 24,197 $16K
Brookwood Investment Group LLC 0.00% No change 22,760 $15K
Focus Partners Wealth 0.00% Add +32.4% 19,866 $13K
World Equity Group, Inc. 0.00% Add +41.7% 18,278 $12K
25 LLC 0.00% No change 18,120 $12K
Meridian Wealth Management, LLC 0.00% No change 15,000 $10K
Osaic Holdings, Inc. 0.00% Add +50.3% 14,653 $10K
Northern Trust Corp. 0.00% No change 12,674 $8K
HRT Financial LP 0.00% New 12,832 $8K
Ground Swell Capital, LLC 0.01% New 11,904 $8K
Commonwealth Equity Services, LLC 0.00% Reduce -39.5% 10,867 $7K
UBS Group AG 0.00% Reduce -38.1% 8,114 $5K
Raymond James Financial Inc. 0.00% New 7,500 $5K
Kozak & Associates, Inc. 0.00% No change 5,291 $3K
Morgan Stanley 0.00% No change 4,684 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -30.8% 3,428 $2K
Bank of America Corp. 0.00% Reduce -21.4% 2,787 $2K
Nisa Investment Advisors, LLC 0.00% No change 1,300 $858

"% 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.