Form 4: MKZR Officer Buys Shares

MacKenzie Realty Capital's Chief Compliance Officer, Jeri Ruth Bluth, reported an indirect purchase of 20,012 common shares.

Summary

• Jeri Ruth Bluth, Chief Compliance Officer of MacKenzie Realty Capital, Inc. (MKZR), reported an indirect acquisition of common stock.
• The transaction occurred on August 14, 2025, involving 20,012 shares.
• The shares were purchased at a weighted average price of $4.84, with prices ranging from $4.75 to $4.91 per share.
• Following this transaction, Bluth's indirect beneficial ownership includes 55,718 shares held by MacKenzie Real Estate Advisers, LP, and 5,569 shares held by MPF Successors, LP.
• Bluth disclaims beneficial ownership of these securities except to the extent of her pecuniary interest.

Sentiment

Score: 7

Explanation: The purchase of shares by a Chief Compliance Officer, even if indirect, generally indicates confidence in the company's future. While the amount is not massive, it's a positive signal. The future transaction date is unusual but doesn't inherently change the sentiment of a purchase.

Positives

• An officer of MacKenzie Realty Capital, Inc. (MKZR) acquired additional shares, which can signal confidence in the company's future prospects.
• The purchase was made at a weighted average price of $4.84 per share.

Future Outlook

This Form 4 filing reports an insider transaction and does not contain forward-looking statements or guidance regarding the company's future performance or outlook.

Management Comments

• 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.
• The filer owns an interest in MacKenzie Real Estate Advisers, LP (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.
• The filer owns an interest in MPF Successors, LP (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.

Industry Context

Insider purchases, such as this one, are often viewed by investors as a positive signal, indicating management's confidence in the company's valuation and future prospects within the real estate investment sector. This transaction is specific to MacKenzie Realty Capital, Inc. and does not provide broader industry trends.

Related Party Transactions

• Jeri Ruth Bluth, Chief Compliance Officer, indirectly acquired shares through MacKenzie Real Estate Advisers, LP and MPF Successors, LP, entities in which she holds an interest.

Stakeholder Impact

• Shareholders may view the insider purchase as a positive signal of management's confidence in the company's value and future performance.

Next Steps

• The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price upon request.

Key Dates

Recommendation

While the insider purchase by the Chief Compliance Officer is a positive signal, indicating management's confidence, a single Form 4 filing typically does not provide enough comprehensive financial or strategic information to warrant a 'buy' or 'strong buy' recommendation. It's a data point that supports holding the stock, especially if other fundamentals are sound, but doesn't independently suggest a strong upward trajectory or undervaluation.

Keywords

MacKenzie Realty Capital, MKZR, Insider Trading, Form 4, Stock Purchase, Chief Compliance Officer, Jeri Ruth Bluth, Real Estate Investment