MDRR

Medalist Diversified REIT
MDRR

Overview Fund Activity

13 hedge funds and large institutions have $1.09M invested in Medalist Diversified REIT in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSS
1
Two Sigma Securities
New York
$17.7K
2
Lido Advisors
2
Lido Advisors
California
$8.35K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.4K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$640K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$51K
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$30K
4
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$1K
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$640K 766,928 -275,666 -26%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$197K 236,307 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$51K 60,900 -43,400 -42%
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.4K 53,156 +3,400 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$36.7K 43,983 – –
Two Sigma Advisers
6
Two Sigma Advisers
New York
$30K 36,000 -15,000 -29%
State Street
7
State Street
Massachusetts
$22K 26,401 – –
TSS
8
Two Sigma Securities
New York
$17.7K 21,263 +21,263 New
KCM
9
Kanawha Capital Management
Virginia
$16.4K 19,618 – –
SSWM
10
Sheets Smith Wealth Management
North Carolina
$12.9K 15,439 – –
Northern Trust
11
Northern Trust
Illinois
$9.84K 11,790 – –
Lido Advisors
12
Lido Advisors
California
$8.35K 10,000 +10,000 New
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$1K 1,200 -330 -22%
Bank of America
14
Bank of America
North Carolina
– – -30 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –