Form 4: MKZR Chief Portfolio Manager Buys Shares

MacKenzie Realty Capital's Chief Portfolio Manager, Christine Elizabeth Simpson, acquired 2,000 shares of common stock at $4.4424 per share.

Summary

• Christine Elizabeth Simpson, Chief Portfolio Manager of MacKenzie Realty Capital, Inc. (MKZR), purchased 2,000 shares of the company's common stock.
• The transaction occurred on August 8, 2025, at a price of $4.4424 per share.
• Following this transaction, Simpson's total beneficial ownership in MacKenzie Realty Capital, Inc. is 38,327 shares.
• This total includes 250 shares held directly, 32,508 shares held indirectly through MacKenzie Real Estate Advisers, LP, and 5,569 shares held indirectly through MPF Successors, LP.
• Simpson disclaims beneficial ownership of the indirectly held securities except to the extent of her pecuniary interest.

Sentiment

Score: 8

Explanation: The purchase of company stock by a key insider, especially a Chief Portfolio Manager, is a strong positive signal, indicating confidence in the company's valuation and future performance. This type of transaction is generally well-received by the market.

Positives

• A key insider, the Chief Portfolio Manager, is increasing her stake in the company, which often signals confidence in future performance.
• The purchase was made at a specific price of $4.4424 per share, indicating a direct investment at market value.

Risks

• The reporting person disclaims beneficial ownership of indirectly held securities except to the extent of her pecuniary interest, which means her direct financial exposure to the full amount of indirectly held shares is limited.

Future Outlook

This filing is a transaction report and does not contain forward-looking statements or guidance.

Industry Context

This insider purchase by a Chief Portfolio Manager suggests internal confidence in MacKenzie Realty Capital, Inc. within the real estate investment sector, potentially indicating a positive outlook for the company's specific portfolio or strategy, though it does not provide broader industry trend analysis.

Comparison to Industry Standards

• This filing is a specific insider transaction report and does not provide data for direct comparison to industry-wide financial benchmarks or competitor performance.

Related Party Transactions

• The indirect ownership through MacKenzie Real Estate Advisers, LP and MPF Successors, LP could be considered related party dealings, as the filer owns an interest in these entities.

Stakeholder Impact

• Shareholders may view the insider purchase as a positive signal, potentially increasing confidence and demand for the stock.
• Management/Employees: Reinforces alignment of interests between management and shareholders.

Next Steps

• This filing is a historical transaction report and does not outline specific future actions or milestones.

Key Dates

Recommendation

The purchase of company stock by a Chief Portfolio Manager, particularly at a specific price, indicates strong insider confidence in the company's current valuation and future prospects. This insider buying activity suggests that management believes the stock is a good investment, which is typically a bullish signal for investors.

Keywords

MacKenzie Realty Capital, MKZR, Insider Trading, Stock Purchase, Form 4, Christine Elizabeth Simpson, Chief Portfolio Manager, Real Estate Investment