Trust linked to MacKenzie CEO buys 66,600 shares
Accepted by SEC EDGAR
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Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
MacKenzie Realty Capital, Inc. CEO/President Robert E. Dixon reported indirect purchase transactions totaling 66,600 common shares through Berniece Patterson Legacy Trust on July 31 and August 3, 2026, at weighted-average prices of $1.41 and $1.20 per share within disclosed price ranges.
The report also lists indirect positions of 86,855 shares via MacKenzie Real Estate Advisers, LP and 5,569 shares via MPF Successors, LP, plus 54,241 shares held directly; Dixon may be deemed to beneficially own these securities but disclaims beneficial ownership beyond his pecuniary interest.
Insider Trade Summary
Net Buyer: 66,600 shares
Net Buy
2 txns
Insider
DIXON ROBERT E
Role
CEO/President
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 | -- | -- | -- |
| Holding | MacKenzie Realty Capital Inc. Common Stock | -- | -- | -- |
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);
MacKenzie Realty Capital Inc. Common Stock — 54,241 shares (Direct)
Holdings Before and After:
MacKenzie Realty Capital Inc. Common Stock, 0 to 66,600 shares (Indirect, By Berniece Patterson Legacy Trust)
Other Insiders: 2 other insiders reported open-market purchases of this stock in the 30 days up to this filing.
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 2026-08-03: 30,000 shares
Shares purchased 2026-07-31: 36,600 shares
Total shares bought: 66,600 shares
+3 more
6 metrics
Shares purchased 2026-08-03
30,000 shares
Indirect purchase through Berniece Patterson Legacy Trust at weighted-average $1.20 per share within $1.10–$1.29 range
Shares purchased 2026-07-31
36,600 shares
Indirect purchase through Berniece Patterson Legacy Trust at weighted-average $1.41 per share within $1.21–$1.50 range
Total shares bought
66,600 shares
Net non-derivative share purchases reported in this Form 4
Indirect holdings via MREA
86,855 shares
Shares of MacKenzie Realty Capital held by MacKenzie Real Estate Advisers, LP
Indirect holdings via MPF
5,569 shares
Shares of MacKenzie Realty Capital held by MPF Successors, LP
Direct holdings
54,241 shares
Shares of MacKenzie Realty Capital held directly by Robert E. Dixon
Key Terms
weighted average price, beneficially own, pecuniary interest, legacy trust, +1 more
5 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"
legacy trust financial
"Berniece Patterson Legacy Trust ("BPLT") acquired shares of MacKenzie Realty Capital"
indirect financial
"ownership type reported as indirect through trusts and limited partnerships"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
Were Robert E. Dixon’s MKZR trades reported as part of a Rule 10b5-1 trading plan?
The Rule 10b5-1 checkbox on the Form 4 was not marked as affirming that the reported MKZR transactions were made pursuant to a Rule 10b5-1 trading plan; no separate trading-plan footnote is provided.
How were the transaction prices for the MKZR insider purchases determined?
Each transaction price reflects a weighted average price. The July 31 trades occurred between $1.21 and $1.50 per share, and the August 3 trades between $1.10 and $1.29, with full price breakdowns available upon request.
AI-generated analysis. How Rhea-AI works. Not financial advice.
