MDRR

Medalist Diversified REIT
MDRR

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $161K invested in Medalist Diversified REIT in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$63K

Top Sellers

1
-$13.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$63K
HHGA
2
Halbert Hargrove Global Advisors
California
$62.7K
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$34.4K
Nisa Investment Advisors
4
Nisa Investment Advisors
Missouri
$926
Bank of America
5
Bank of America
North Carolina
$75
HCM
6
Hollencrest Capital Management
California
–