MDRR

Medalist Diversified REIT

20 hedge funds and large institutions have $1.3M invested in Medalist Diversified REIT in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$576K 480,090
Geode Capital Management
2
Geode Capital Management
Massachusetts
$283K 235,933
Vanguard Group
3
Vanguard Group
Pennsylvania
$109K 91,118 -3,848 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$53K 43,983
Two Sigma Investments
5
Two Sigma Investments
New York
$39K 32,200 -25,800 -44%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$37K 31,000 -36,600 -54%
State Street
7
State Street
Massachusetts
$31K 25,500
Renaissance Technologies
8
Renaissance Technologies
New York
$27K 22,900 -76,942 -77%
UBS Group
9
UBS Group
Switzerland
$27K 22,333 +22,333 New
KCM
10
Kanawha Capital Management
Virginia
$24K 19,618
SSWM
11
Sheets Smith Wealth Management
North Carolina
$19K 15,439
SMH
12
Sanders Morris Harris
Texas
$19K 16,200 +16,200 New
UCFA
13
United Capital Financial Advisors
Texas
$16K 13,000 +2,000 +18%
Millennium Management
14
Millennium Management
New York
$16K 12,968 +12,968 New
Northern Trust
15
Northern Trust
Illinois
$14K 11,790
GWM
16
Geneos Wealth Management
Colorado
$4K 4,000
Nisa Investment Advisors
17
Nisa Investment Advisors
Missouri
$2K 1,530
TRCT
18
Tower Research Capital (TRC)
New York
$2K 2,011 +1,619 +413%
VF
19
Virtu Financial
New York
-27,069 Closed
Jane Street
20
Jane Street
New York
-18,331 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
Morgan Stanley
22
Morgan Stanley
New York
$0 1 +1 New
Bank of America
23
Bank of America
North Carolina
$0 27 +27 New