MacKenzie Realty Capital (MKZR) trust acquires 66,600 shares at weighted prices
Rhea-AI Filing Summary
MacKenzie Realty Capital, Inc. director and General Counsel/Secretary Charles E. Patterson II reported indirect open‑market purchases of common stock through Berniece Patterson Legacy Trust: 36,600 shares on July 31, 2026 at a weighted‑average $1.41 and 30,000 shares on August 3, 2026 at a weighted‑average $1.20, executed in multiple trades within disclosed price ranges of $1.21–$1.50 and $1.10–$1.29. He is a beneficiary of this trust and holds interests in partnerships reporting 86,855 and 5,569 shares, and in each case disclaims beneficial ownership except to the extent of his pecuniary interests.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 66,600 shares
Net Buy
4 txns
Insider
PATTERSON CHARLES E. II
Role
General Counsel/Secretary
Bought
66,600 shs ($88K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | MacKenzie Realty Capital Inc. Common Stock F2, F3 | 30,000 | $1.20 | $36K |
| Purchase | MacKenzie Realty Capital Inc. Common Stock F1, F3 | 36,600 | $1.41 | $52K |
| holding | MacKenzie Realty Capital Inc. Common Stock F4 | -- | -- | -- |
| holding | MacKenzie Realty Capital Inc. Common Stock F5 | -- | -- | -- |
Holdings After Transaction:
MacKenzie Realty Capital Inc. Common Stock — 66,600 shares (Indirect, By Berniece Patterson Legacy Trust);
MacKenzie Realty Capital Inc. Common Stock — 86,855 shares (Indirect, By MacKenzie Real Estate Advisers, LP);
MacKenzie Realty Capital Inc. Common Stock — 5,569 shares (Indirect, By MPF Successors, LP)
Footnotes (5)
- F1. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.21 to $1.50 inclusive. The reporting person undertakes to provide to MacKenzie Realty Capital, Inc. (MKZR), any security holder of MKZR, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote 1 to this Form 4.
- F2. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.10 to $1.29, inclusive. The reporting person undertakes to provide to MacKenzie Realty Capital, Inc. (MKZR), any security holder of MKZR, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote 2 to this Form 4.
- F3. Berniece Patterson Legacy Trust ("BPLT") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer is a beneficiary of BPLT and therefore could be deemed to beneficially own the MRC shares acquired by BPLT, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
- F4. MacKenzie Real Estate Advisers, LP ("MREA") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MREA and therefore could be deemed to beneficially own the MRC shares acquired by MREA, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
- F5. MPF Successors, LP ("MPF") acquired shares of MacKenzie Realty Capital, Inc. ("MRC"). The filer owns an interest in MPF and therefore could be deemed to beneficially own the MRC shares acquired by MPF, but disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest in such securities.
Key Figures
Shares purchased 2026-07-31: 36,600 shares at $1.41 per share
Shares purchased 2026-08-03: 30,000 shares at $1.20 per share
Total shares bought in reported period: 66,600 shares
+2 more
5 metrics
Shares purchased 2026-07-31
36,600 shares at $1.41 per share
Indirect purchase through Berniece Patterson Legacy Trust, weighted-average price within $1.21–$1.50
Shares purchased 2026-08-03
30,000 shares at $1.20 per share
Indirect purchase through Berniece Patterson Legacy Trust, weighted-average price within $1.10–$1.29
Total shares bought in reported period
66,600 shares
Sum of two indirect open‑market or private purchases reported for common stock
Indirect holding via MacKenzie Real Estate Advisers, LP
86,855 shares
Common stock held indirectly; filer owns an interest in the partnership and disclaims full beneficial ownership
Indirect holding via MPF Successors, LP
5,569 shares
Common stock held indirectly; filer owns an interest in the partnership and disclaims full beneficial ownership
Key Terms
weighted average price, beneficially own, pecuniary interest, indirect
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
beneficially own financial
"therefore could be deemed to beneficially own the MRC shares acquired"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
pecuniary interest financial
"disclaims beneficial ownership of the securities referred to herein except to the extent of the filer's pecuniary interest"
indirect financial
"Ownership type reported as indirect, held through trusts or limited partnerships."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Who is the reporting person in MKZR’s latest Form 4 and what is his role?
The reporting person is Charles E. Patterson II, a director and General Counsel/Secretary of MacKenzie Realty Capital (MKZR). The reported common stock purchases are indirect, made through Berniece Patterson Legacy Trust, where he is a beneficiary with pecuniary interests.
Were the MKZR insider stock purchases made under a Rule 10b5-1 trading plan?
The Form 4 for MacKenzie Realty Capital (MKZR) indicates the Rule 10b5-1 checkbox is not marked. The transactions are reported as open‑market or private purchases, with no accompanying note stating they were executed under a pre-arranged trading plan.