Ownership history in Concorde Asset Management, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which Concorde Asset Management, LLC reported a position in MACKENZIE RLTY CAP INC (MKZR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concorde Asset Management, LLC underperformed the S&P 500 by β204.8% annually on this MKZR position. Timing score: 33% (1/3 decisions correct). Average cost basis: $18.28. Maximum drawdown during holding period: β86.7%.
β Significantly underperformed the S&P 500 by 204.8% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $4.07 (2025 Q4) Β· Worst: $30.58 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size