Mackenzie Realty SEC Filings

Insider purchases of MacKenzie Realty Capital, Inc. (MKZR) were reported by Robert E. Dixon, CEO/President and director, showing multiple open-market purchases executed on 10/02/2025 and 10/03/2025. The filings list five purchase trades totaling 15,000 shares acquired at prices ranging from $5.00 to $5.10, with incremental ownership reported rising from 75,855 to 86,855 shares beneficially owned (directly or indirectly) after the transactions. The Form 4 notes that some shares were purchased by affiliated entities MacKenzie Real Estate Advisers, LP and MPF Successors, LP, and the reporting person disclaims beneficial ownership except to the extent of a pecuniary interest. The form is signed by an attorney-in-fact on 10/06/2025.

Insider purchases increased MacKenzie Realty Capital stake. The company's Chief Financial Officer, Angche Sherpa, reported multiple open-market purchases of MacKenzie Realty Capital, Inc. (MKZR) common stock on 10/02/2025 and 10/03/2025. Transactions show incremental acquisitions totaling 11,000 shares bought between 10/02/2025 and 10/03/2025 at prices ranging from $5.00 to $5.10, raising the reported beneficial ownership from 75,855 shares to 86,855 shares (including additional holdings held indirectly through related entities).

The filing discloses that some shares are owned indirectly through MacKenzie Real Estate Advisers, LP and MPF Successors, LP, with the reporting person disclaiming direct beneficial ownership except to the extent of a pecuniary interest. No derivative securities were reported on this form.

Christine Elizabeth Simpson, identified as Chief Portfolio Manager, filed a Form 4 reporting multiple purchases of MacKenzie Realty Capital, Inc. (MKZR) common stock on 10/02/2025 and 10/03/2025. The transactions show purchases of a total of 15,000 shares executed at prices between $5.00 and $5.10, recorded in increments that raised reported indirect beneficial ownership via MacKenzie Real Estate Advisers, LP to 86,855 shares. The filing also lists 5,569 shares held indirectly by MPF Successors, LP and a separate 250 share disposition. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.

Glen W. Fuller, an officer listed as Treasurer, reported multiple purchases of MacKenzie Realty Capital, Inc. common stock on 10/02/2025 and 10/03/2025. The Form 4 shows repeated purchase transactions coded P at prices of $5.10, $5.05, $5.00, and $5.09, and $5.10 for individual lots. Following the reported transactions, the filing lists 86,855 shares beneficially owned indirectly through MacKenzie Real Estate Advisers, LP and 5,569 shares indirectly held by MPF Successors, LP. The filer disclaims direct beneficial ownership except to the extent of a pecuniary interest in those limited partnership holdings.

MacKenzie Realty Capital, Inc. (MKZR) director and general counsel Charles E. Patterson II reported multiple open-market purchases of common stock on 10/02/2025 and 10/03/2025. The filings show incremental acquisitions of 4,000, 4,000, 4,000, 2,000 and 1,000 shares at prices ranging from $5.00 to $5.10, increasing reported indirect beneficial ownership to 86,855 shares following the final reported trade. The report notes these shares are held indirectly through advisory vehicles — MacKenzie Real Estate Advisers, LP and MPF Successors, LP — and the filer disclaims direct beneficial ownership except to the extent of his pecuniary interest. The form is signed by an attorney-in-fact on behalf of Mr. Patterson.

Reporting person: Jeri Ruth Bluth, Chief Compliance Officer and director. The filing discloses multiple open-market purchases of MacKenzie Realty Capital, Inc. (MKZR) common stock on 10/02/2025 and 10/03/2025

The record shows five purchase transactions totaling 15,000 shares at prices ranging from $5.00 to $5.10, increasing the amount beneficially owned by entities through which the filer has an interest to 86,855 shares. The filer states these shares were acquired by two entities, MacKenzie Real Estate Advisers, LP and MPF Successors, LP, and disclaims direct beneficial ownership except to the extent of her pecuniary interest.

MacKenzie Realty Capital, Inc. will hold its 2025 Annual Meeting on November 17, 2025 at 10:00 a.m. PT in Orinda, CA to elect four directors and to ratify Baker Tilly US, LLP as independent registered public accountants for the fiscal year ending June 30, 2026. Stockholders of record as of September 29, 2025 may vote; proxy materials and the 2025 Annual Report were first distributed on or about October 6, 2025. The Board recommends voting FOR the director nominees and FOR ratification of Baker Tilly. The proxy discloses directors' biographies and independence determinations (Mr. Patterson is non-independent; other directors are independent), that the Board and committees met 9 times in fiscal 2025, and that all directors attended all meetings on which they served.

MacKenzie Realty Capital, Inc. is a Maryland corporation that has elected REIT status and focuses primarily on acquiring and operating real estate assets, with up to 20% of its portfolio in non-traded or illiquid real-estate-related debt and equity securities. The company is externally managed by MacKenzie affiliates and consolidates many majority-owned subsidiaries and joint ventures, including multifamily and office properties such as Hollywood Apartments and Satellite Place. During FY2025 it completed multiple capital initiatives: Nasdaq listing in November 2024, a Form S-3 shelf and an ATM program, a registered direct offering and concurrent private placement, and preferred stock offerings, raising aggregate proceeds described as approximately $125.44 million from common offerings and additional preferred proceeds. The company effected a 1-for-10 reverse stock split effective August 4, 2025 and discloses risks including concentration in California and Georgia, environmental liability exposure, leverage and liquidity risks, and related-party advisory arrangements.