MDRR

Medalist Diversified REIT
MDRR

Overview Fund Activity

14 hedge funds and large institutions have $1.87M invested in Medalist Diversified REIT in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$653K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$672K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$113K
4
Citadel Advisors
4
Citadel Advisors
Florida
$133K
5
State Street
5
State Street
Massachusetts
$35K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$672K 494,329 +415,870 +530%
Wells Fargo
2
Wells Fargo
California
$653K 480,092 +479,872 +218,124%
Citadel Advisors
3
Citadel Advisors
Florida
$133K 97,461 +61,223 +169%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$113K 83,171 +70,242 +543%
Vanguard Group
5
Vanguard Group
Pennsylvania
$96K 70,942 +1,100 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$60K 43,983 – –
State Street
7
State Street
Massachusetts
$35K 25,500 +25,500 New
Squarepoint
8
Squarepoint
New York
$29K 21,281 +21,281 New
KCM
9
Kanawha Capital Management
Virginia
$27K 19,618 – –
SSWM
10
Sheets Smith Wealth Management
North Carolina
$21K 15,439 – –
UCFA
11
United Capital Financial Advisors
Texas
$15K 11,000 – –
UBS Group
12
UBS Group
Switzerland
$8K 6,180 +4,083 +195%
GWM
13
Geneos Wealth Management
Colorado
$8K 6,000 +6,000 New
Nisa Investment Advisors
14
Nisa Investment Advisors
Missouri
$2 1,530 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
– – -24,846 Closed
Bank of America
16
Bank of America
North Carolina
– – -14 Closed
CFGS
17
Concourse Financial Group Securities
Alabama
– – – –