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Mackenzie Rlty Cap shares owned by Creative Planning

Quarter-by-quarter ownership of Mackenzie Rlty Cap shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Mackenzie Rlty Cap

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All positions including Mackenzie Rlty Cap held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mackenzie Rlty Cap by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 24k 0.67
2025-03-31 $30k 20k 1.50
2024-12-31 $61k 19k 3.16

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View all positions for Creative Planning

Top funds holding Mackenzie Rlty Cap

Concorde Asset Management
Advisor Group Holdings

View all funds holding Mackenzie Rlty Cap