MDRR

Medalist Diversified REIT
MDRR

Overview Fund Activity

16 hedge funds and large institutions have $1.39M invested in Medalist Diversified REIT in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$106K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$40K
3
SBL
3
Sargent Bickham Lagudis
Colorado
$16K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$23K
2
Millennium Management
2
Millennium Management
New York
$10K
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$52K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$851K 1,042,591 -14 -0%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$193K 237,182 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$106K 130,000 +54,002 +71%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$52K 63,800 -15,500 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$40K 48,881 +30,525 +166%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$36K 43,983 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$23K 27,803 -188,668 -87%
State Street
8
State Street
Massachusetts
$22K 26,401 – –
KCM
9
Kanawha Capital Management
Virginia
$16K 19,618 – –
SBL
10
Sargent Bickham Lagudis
Colorado
$16K 20,000 +20,000 New
SSWM
11
Sheets Smith Wealth Management
North Carolina
$13K 15,439 – –
Millennium Management
12
Millennium Management
New York
$10K 12,095 -16,600 -58%
Northern Trust
13
Northern Trust
Illinois
$10K 11,790 – –
Nisa Investment Advisors
14
Nisa Investment Advisors
Missouri
$1K 1,530 – –
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$221 271 -87 -24%
UCFA
16
United Capital Financial Advisors
Texas
– – -16,000 Closed
GWM
17
Geneos Wealth Management
Colorado
– – -4,000 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– – -1,325 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Morgan Stanley
20
Morgan Stanley
New York
$0 1 +1 New