Mackenzie Realty Capital, Inc.: which funds bought and sold

Institutions that bought and sold Mackenzie Realty Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 7 institutions that filed 13F reports for both quarters added to or opened positions in Mackenzie Realty Capital, and 4 cut or closed them. Together they added a net 8,303 shares, +4.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 492 shares (−2.6%); index fund managers were net sellers of 21K shares (−31.1%). 4 opened a new position and 2 sold out entirely.

Bought, Q2 2026 7 institutions, 4 of them new holders Sold, Q2 2026 4 institutions, 2 of them sold out

Net change, all compared +8,303 shares (+4.7%)

Net change, active managers −492 shares (−2.6%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 16

7 bought 5 4 sold

Active managers and hedge funds 0 bought · 1 sold · −492

Index fund managers 0 bought · 1 sold · −21K

Other institutions 7 bought · 2 sold · +30K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
HRT Financial LP	+29K New position	29K	$49,000
Concorde Asset Management, LLC	+4,850 +12.7%	43K	$73,701
Farther Finance Advisors, LLC	+3,248 New position	3,248	$5,554
Tower Research Capital LLC (TRC)	+2,200 New position	2,200	$3,762
Osaic Holdings, Inc.	+427 +23.9%	2,215	$3,788
UBS Group AG	+179 +37.4%	658	$1,125
Barclays PLC	+27 New position	27	$46

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Geode Capital Management, LLC Index funds	−21K −53.4%	18K	$31,465
Legacy Wealth Managment, LLC	−9,657 Sold out	0	—
Citadel Advisors LLC Hedge fund	−492 −2.6%	18K	$31,074
NISA Investment Advisors, LLC	−130 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−492 −2.6%	18K	$31,074

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	29K	$49,000
Farther Finance Advisors, LLC	3,248	$5,554
Tower Research Capital LLC (TRC)	2,200	$3,762
Barclays PLC	27	$46

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Legacy Wealth Managment, LLC	9,657	$35,181
NISA Investment Advisors, LLC	130	$463

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 15
Ten largest holders: 97.8%
Index fund managers: 24.9%
Active managers and hedge funds: 9.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	1	0	0	−492	−2.6%
Index fund managers	0	1	0	0	−21K	−31.1%
Other institutions	7	2	4	2	+30K	+32.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Mackenzie Realty Capital.

Only managers that filed a holdings report for both quarters are compared (16 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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