Medalist Diversified REIT, Inc. - MDRR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 12,016 | 139 | 0.0% | 0.0% | 1 | +6,620 | 122.68% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 5,974 | 69 | 0.0% | 0.0% | 2 | +4,423 | 285.17% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 702 | 8 | 0.0% | 0.0% | 3 | +447 | 175.29% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 260 | 2 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,062 | -100.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 52 | 0 | — | 0.0% | — | -147 | -73.87% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |