Medalist Diversified REIT, Inc. - Common Stock, $.01 Par Value (MDRR)

Historical Holders from Q3 2024 to Q3 2025

Type / Class
Equity / Common Stock, $.01 Par Value
Symbol
MDRR on Nasdaq
Shares outstanding
1,103,373
Price per share
$13.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
111,070
Total reported value
$1,505,160
% of total 13F portfolios
0%
Share change
-4,232
Value change
-$48,796
Avg buy value change
+0%
Avg sell value change
0%
Number of holders
7
Price from insider filings
$12.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Medalist Diversified REIT, Inc. - Common Stock, $.01 Par Value (MDRR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAVANAUGH FRANK 59% +22% $15,077,482 +$4,240,719 1,163,386 +39% Francis P. Kavanaugh 10 Dec 2025
Finley Alfred Lee 5.9% -52% $843,683 -$1,296,000 65,099 -61% Finley Alfred Lee 10 Dec 2025
Kramer Kory J. 2.7% -60% $432,551 -$632,400 41,039 -59% Kory J. Kramer 29 Aug 2025
Carlson Marc 1.4% -76% $221,751 -$843,200 21,039 -79% Marc Carlson 29 Aug 2025
As of 30 Sep 2025, Medalist Diversified REIT, Inc. - Common Stock, $.01 Par Value (MDRR) has 7 institutional shareholders filing 13F forms. They hold 111,070 shares. of 1,103,373 outstanding shares (10%) .

Top 8 institutional shareholders own 10% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
HighTower Advisors, LLC 9.2% 101,051 +0.01% 0% $1,369,391
HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.45% 5,000 0% 0% $67,758
UBS Group AG 0.41% 4,574 -27% 0% $61,987
Tower Research Capital LLC (TRC) 0.02% 209 +55% 0% $2,832
Wealthspire Advisors, LLC 0.01% 155 0% $2,101
NISA INVESTMENT ADVISORS, LLC 0.01% 75 0% 0% $1,010
BANK OF AMERICA CORP /DE/ 0% 6 0% 0% $81
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0% 0 -100% $0

Institutional Holders of Medalist Diversified REIT, Inc. - Common Stock, $.01 Par Value (MDRR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 111,070 $1,505,160 -$48,796 1,355.15% 7
2025 Q2 115,302 $1,203,589 +$1,069,382 1,043.84% 7
2025 Q1 12,855 $161,071 +$62,981 1,253.08% 5
2024 Q4 7,829 $104,089 -$480,889 1,330.2% 4
2024 Q3 48,405 $581,368 +$581,368 1,200.98% 5