Mackenzie Realty SEC Filings

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.

MacKenzie Realty Capital insider amendment — This amended Form 4 shows Christine Elizabeth Simpson, an officer (Chief Portfolio Manager), acquired 21,012 shares of MacKenzie Realty Capital, Inc. (MKZR) on 08/14/2025 at a weighted average price of $4.84 per share, bringing her reported beneficial ownership to 56,709 shares. The filing corrects an earlier error that had reported 20,012 shares. The purchase included multiple transactions at prices ranging from $4.75 to $4.91, and the filer notes that MacKenzie Real Estate Advisers, LP acquired shares and the filer may be deemed to beneficially own those shares to the extent of her pecuniary interest.

MacKenzie Realty Capital insider acquisition and correction. The reporting person purchased 21,012 shares of MacKenzie Realty Capital, Inc. common stock on 08/14/2025 at a weighted average price of $4.84, with actual prices in the range $4.75–$4.91. After the purchase, the reporting person is shown as beneficially owning 56,709 shares indirectly through MacKenzie Real Estate Advisers, LP, in which the filer owns an interest but disclaims direct beneficial ownership except to the extent of any pecuniary interest. The filing corrects an earlier reporting error that had listed the original purchase amount as 20,012 shares.

Glen W. Fuller, who serves as Treasurer of MacKenzie Realty Capital, Inc. (MKZR), amended a Form 4 to report the acquisition of 21,012 shares of MKZR common stock on 08/14/2025 at a weighted average price of $4.84. Following the reported purchase, the filing shows 56,709 shares beneficially owned indirectly through MacKenzie Real Estate Advisers, LP (MREA). The amendment corrects an earlier reporting error that had listed 20,012 shares. The filing includes a clarification that the purchase prices ranged from $4.75 to $4.91 and notes the filer disclaims direct beneficial ownership except to the extent of any pecuniary interest.

Robert E. Dixon, listed as CEO/President and a director of MacKenzie Realty Capital, Inc. (MKZR), filed an amended Form 4 disclosing an ownership change. On 08/14/2025 the reporting person (directly and/or via an entity) acquired 21,012 shares of MKZR common stock at a weighted average price of $4.84 per share, bringing the total shares beneficially owned to 56,709. The amendment corrects an earlier error that had reported 20,012 shares and clarifies that some newly acquired shares were purchased by MacKenzie Real Estate Advisers, LP, in which the filer owns an interest; the filer disclaims beneficial ownership except to the extent of any pecuniary interest. The form was amended on 08/15/2025 and signed by an attorney-in-fact on 09/08/2025.