MDRR
Medalist Diversified REIT
MDRR
MDRR
6 hedge funds and large institutions have $593K invested in Medalist Diversified REIT in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EWA
1
EP Wealth Advisors
Torrance,
California
|
$545K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$2.49K |
| 3 |
3
Nisa Investment Advisors
St. Louis,
Missouri
|
$926 |
| 4 |
4
Bank of America
Charlotte,
North Carolina
|
$360 |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EWA
1
EP Wealth Advisors
Torrance,
California
| $545K | 45,345 | +45,345 | New |
|
2
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $33K | 2,748 | -2,749 | -50% |
|
|
HCM
3
Hollencrest Capital Management
Newport Beach,
California
| $12K | 1,000 | -3,002 | -75% |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.49K | 207 | +207 | New |
|
|
5
Nisa Investment Advisors
St. Louis,
Missouri
| $926 | 75 | +75 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $360 | 30 | +18 | +150% |
|
7
Geode Capital Management
Boston,
Massachusetts
| – | – | -15,258 | Closed |
|
8
Renaissance Technologies
New York
| – | – | -12,449 | Closed |
|
|
HHGA
9
Halbert Hargrove Global Advisors
Long Beach,
California
| – | – | -10,000 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|