Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
1.35M
-
Number of holders
-
5
-
Total shares
-
48.4K
-
Shares change
-
+48.4K
-
Total reported value, excl. options
-
$581K
-
Value change
-
+$581K
-
Number of buys
-
5
-
Price
-
$12.01
Significant Holders of Medalist Diversified REIT, Inc. - Common Stock (MDRR) as of Q3 2024
filings reported holding MDRR - Medalist Diversified REIT, Inc. - Common Stock as of Q3 2024.
Medalist Diversified REIT, Inc. - Common Stock (MDRR) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 48.4K shares
of 1.35M outstanding shares and own 3.59% of the company stock.
Largest 5 shareholders include EP Wealth Advisors, LLC (45.3K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (2.75K shares), UBS Group AG (207 shares), NISA INVESTMENT ADVISORS, LLC (75 shares), and BANK OF AMERICA CORP /DE/ (30 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.