STOCK TITAN

MacKenzie Realty Capital (MKZR) trust acquires 66,600 shares at weighted prices

(Neutral)
(Positive)
Form Type
4

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 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)
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
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
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."

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FAQ

What insider share purchases did MacKenzie Realty Capital (MKZR) report?

MacKenzie Realty Capital (MKZR) reported indirect purchases of 66,600 shares of common stock through Berniece Patterson Legacy Trust. The trust bought 36,600 shares at $1.41 weighted average on July 31, 2026 and 30,000 shares at $1.20 weighted average on August 3, 2026.

At what prices were the recent MKZR insider-linked share purchases made?

The reported MKZR purchases used weighted-average prices of $1.41 and $1.20 per share. Individual trades occurred in ranges of $1.21–$1.50 for the 36,600 shares and $1.10–$1.29 for the 30,000 shares, reflecting multiple executions during those trading days.

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.

How are the MKZR shares held indirectly through trusts and partnerships structured?

Shares are held indirectly through Berniece Patterson Legacy Trust and partnerships including MacKenzie Real Estate Advisers, LP and MPF Successors, LP. Reported indirect positions include 86,855 shares and 5,569 shares, with the filer disclaiming beneficial ownership beyond his 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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
PATTERSON CHARLES E. II

(Last)(First)(Middle)
89 DAVIS ROAD STE 100

(Street)
ORINDA CALIFORNIA 94563

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MacKenzie Realty Capital, Inc. [ MKZR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
General Counsel/Secretary
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
MacKenzie Realty Capital Inc. Common Stock07/31/2026P36,600A$1.41(1)36,600IBy Berniece Patterson Legacy Trust(3)
MacKenzie Realty Capital Inc. Common Stock08/03/2026P30,000A$1.2(2)66,600IBy Berniece Patterson Legacy Trust(3)
MacKenzie Realty Capital Inc. Common Stock86,855IBy MacKenzie Real Estate Advisers, LP(4)
MacKenzie Realty Capital Inc. Common Stock5,569IBy MPF Successors, LP(5)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
/s/ Jeri Bluth, as attorny-in-fact for Charles E. Patterson II08/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)