Legacy Wealth Managment, LLC/ID
Position in MKZR — MacKenzie Realty Capital, Inc.
CIK 2045082
BOISE, ID
Position in MKZR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$35,180
-$9,083 QoQ
Shares Held
9,657
-11.2% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKZR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $334,282 across 1 REIT - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXDT |
Nexpoint Diversified Real Estate Trust
|
64,409 | $334,282 |
All Filings in MKZR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,180 | 9,657 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $44,263 | 10,881 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $59,969 | 12,189 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $83,995 | 125,366 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $175,647 | 117,098 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $370,029 | 117,098 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||