Medalist Diversified REIT Ownership 2024 | Who Owns Medalist Diversified REIT Now?

Overview RevenueFinancials Chart

Institutional Ownership

7.34%

Insider Ownership

48.75%

Retail Ownership

43.91%

Institutional Holders

13.00

Medalist Diversified REIT Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-766,928	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	-	-	-	-11,790	-100.00%	-	Jun 30, 2023
STATE STREET CORP	-	-	-	-26,401	-100.00%	-	Jun 30, 2023
VANGUARD GROUP INC	-	-	-	-53,156	-100.00%	-	Jun 30, 2023
NISA INVESTMENT ADVISORS, LLC	-	-	-	-1,200	-100.00%	-	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-60,900	-100.00%	-	Jun 30, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	-	-	-	-43,983	-100.00%	-	Jun 30, 2023
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-15,439	-100.00%	-	Jun 30, 2023
KANAWHA CAPITAL MANAGEMENT LLC	-	-	-	-19,618	-100.00%	-	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-236,307	-100.00%	-	Jun 30, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-21,263	-100.00%	-	Jun 30, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-36,000	-100.00%	-	Jun 30, 2023
LIDO ADVISORS, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023

Medalist Diversified REIT's largest institutional shareholder is WELLS FARGO & COMPANY/MN, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-766,928	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	-	-	-	-11,790	-100.00%	-	Jun 30, 2023
STATE STREET CORP	-	-	-	-26,401	-100.00%	-	Jun 30, 2023
VANGUARD GROUP INC	-	-	-	-53,156	-100.00%	-	Jun 30, 2023
NISA INVESTMENT ADVISORS, LLC	-	-	-	-1,200	-100.00%	-	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-60,900	-100.00%	-	Jun 30, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	-	-	-	-43,983	-100.00%	-	Jun 30, 2023
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-15,439	-100.00%	-	Jun 30, 2023
KANAWHA CAPITAL MANAGEMENT LLC	-	-	-	-19,618	-100.00%	-	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-236,307	-100.00%	-	Jun 30, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-21,263	-100.00%	-	Jun 30, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-36,000	-100.00%	-	Jun 30, 2023
LIDO ADVISORS, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023

The largest Medalist Diversified REIT shareholder by % of total assets is WELLS FARGO & COMPANY/MN. The company owns 0.00 shares of Medalist Diversified REIT (MDRR), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NISA INVESTMENT ADVISORS, LLC	-	-	-	-1,200	-100.00%	-	Jun 30, 2023
LIDO ADVISORS, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	-	-	-	-11,790	-100.00%	-	Jun 30, 2023
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-15,439	-100.00%	-	Jun 30, 2023
KANAWHA CAPITAL MANAGEMENT LLC	-	-	-	-19,618	-100.00%	-	Jun 30, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-21,263	-100.00%	-	Jun 30, 2023
STATE STREET CORP	-	-	-	-26,401	-100.00%	-	Jun 30, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-36,000	-100.00%	-	Jun 30, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	-	-	-	-43,983	-100.00%	-	Jun 30, 2023
VANGUARD GROUP INC	-	-	-	-53,156	-100.00%	-	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-60,900	-100.00%	-	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-236,307	-100.00%	-	Jun 30, 2023
WELLS FARGO & COMPANY/MN	-	-	-	-766,928	-100.00%	-	Jun 30, 2023

As of Jun 30 2023, Medalist Diversified REIT's largest institutional buyer is NISA INVESTMENT ADVISORS, LLC. The company purchased -1.20K stocks of MDRR, valued at -.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-766,928	-100.00%	-	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-236,307	-100.00%	-	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-60,900	-100.00%	-	Jun 30, 2023
VANGUARD GROUP INC	-	-	-	-53,156	-100.00%	-	Jun 30, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	-	-	-	-43,983	-100.00%	-	Jun 30, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-36,000	-100.00%	-	Jun 30, 2023
STATE STREET CORP	-	-	-	-26,401	-100.00%	-	Jun 30, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-21,263	-100.00%	-	Jun 30, 2023
KANAWHA CAPITAL MANAGEMENT LLC	-	-	-	-19,618	-100.00%	-	Jun 30, 2023
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-15,439	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	-	-	-	-11,790	-100.00%	-	Jun 30, 2023
LIDO ADVISORS, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
NISA INVESTMENT ADVISORS, LLC	-	-	-	-1,200	-100.00%	-	Jun 30, 2023

As of Jun 30 2023, Medalist Diversified REIT's biggest institutional seller is WELLS FARGO & COMPANY/MN. The company sold -0.77M shares of MDRR, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-766,928	-100.00%	-	Jun 30, 2023
GEODE CAPITAL MANAGEMENT, LLC	-	-	-	-236,307	-100.00%	-	Jun 30, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-60,900	-100.00%	-	Jun 30, 2023
VANGUARD GROUP INC	-	-	-	-53,156	-100.00%	-	Jun 30, 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	-	-	-	-43,983	-100.00%	-	Jun 30, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-36,000	-100.00%	-	Jun 30, 2023
STATE STREET CORP	-	-	-	-26,401	-100.00%	-	Jun 30, 2023
TWO SIGMA SECURITIES, LLC	-	-	-	-21,263	-100.00%	-	Jun 30, 2023
KANAWHA CAPITAL MANAGEMENT LLC	-	-	-	-19,618	-100.00%	-	Jun 30, 2023
SHEETS SMITH WEALTH MANAGEMENT	-	-	-	-15,439	-100.00%	-	Jun 30, 2023
NORTHERN TRUST CORP	-	-	-	-11,790	-100.00%	-	Jun 30, 2023
LIDO ADVISORS, LLC	-	-	-	-10,000	-100.00%	-	Jun 30, 2023
NISA INVESTMENT ADVISORS, LLC	-	-	-	-1,200	-100.00%	-	Jun 30, 2023

Medalist Diversified REIT's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -0.77M shares, valued at -, as of undefined.

Medalist Diversified REIT Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	231,717	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	53,156	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	14,121	-14,417	-50.52%	Feb 29, 2024
Blackstone Alternative Investment Funds	0.00%	900	-200	-18.18%	Mar 31, 2023
USAA MUTUAL FUNDS TRUST	0.00%	2,270	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.00%	3,971	-3,915	-49.64%	Mar 31, 2024
Blackstone Alternative Investment Funds	0.00%	112	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	376	-	-	Mar 31, 2024

Medalist Diversified REIT's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 231.72K shares, compromising 0.00% of its total assets.

Medalist Diversified REIT Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	13	-
31 Dec, 22	13	-13.33%
30 Sep, 22	15	-21.05%
30 Jun, 22	19	5.56%
31 Mar, 22	18	-
31 Dec, 21	18	12.50%
30 Sep, 21	16	14.29%
30 Jun, 21	14	27.27%
31 Mar, 21	11	10.00%
31 Dec, 20	10	42.86%
30 Sep, 20	7	-22.22%
30 Jun, 20	9	12.50%
31 Mar, 20	8	-
31 Dec, 19	8	33.33%
30 Sep, 19	6	-
30 Jun, 19	6	100.00%
31 Mar, 19	3	50.00%
31 Dec, 18	2	-

As of 31 Mar 23, 13 institutions are holding Medalist Diversified REIT's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	1,302,985	-19.46%
31 Dec, 22	1,617,748	-4.92%
30 Sep, 22	1,701,384	-8.68%
30 Jun, 22	1,863,051	-9.89%
31 Mar, 22	2,067,483	91.15%
31 Dec, 21	1,081,613	-10.96%
30 Sep, 21	1,214,691	-11.76%
30 Jun, 21	1,376,526	335.64%
31 Mar, 21	315,981	71.95%
31 Dec, 20	183,763	88.09%
30 Sep, 20	97,699	-15.70%
30 Jun, 20	115,890	1.13%
31 Mar, 20	114,598	6.87%
31 Dec, 19	107,229	86.70%
30 Sep, 19	57,434	-93.72%
30 Jun, 19	914,200	6641.39%
31 Mar, 19	13,561	-98.16%
31 Dec, 18	737,502	-

Medalist Diversified REIT (MDRR) has 1.30M shares outstanding as of 31 Mar 23, down -19.46% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	7.34%	8.84%
31 Dec, 22	9.11%	9.92%
30 Sep, 22	9.58%	8.70%
30 Jun, 22	10.49%	7.74%
31 Mar, 22	11.64%	31.38%
31 Dec, 21	6.09%	13.02%
30 Sep, 21	6.84%	11.38%
30 Jun, 21	7.75%	244.84%
31 Mar, 21	1.78%	181.76%
31 Dec, 20	0.99%	357.59%
30 Sep, 20	0.53%	135.10%
30 Jun, 20	0.62%	163.91%
31 Mar, 20	0.62%	185.12%
31 Dec, 19	0.58%	603.82%
30 Sep, 19	0.31%	1.28%
30 Jun, 19	4.92%	1442.68%
31 Mar, 19	0.58%	0.05%
31 Dec, 18	33.16%	-

As of 31 Mar 23, Medalist Diversified REIT is held by 7.34% institutional shareholders, representing a 8.84% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	3	-
31 Dec, 22	3	-
30 Sep, 22	3	-62.50%
30 Jun, 22	8	-27.27%
31 Mar, 22	11	120.00%
31 Dec, 21	5	-28.57%
30 Sep, 21	7	-22.22%
30 Jun, 21	9	80.00%
31 Mar, 21	5	-16.67%
31 Dec, 20	6	100.00%
30 Sep, 20	3	-25.00%
30 Jun, 20	4	33.33%
31 Mar, 20	3	-40.00%
31 Dec, 19	5	25.00%
30 Sep, 19	4	-20.00%
30 Jun, 19	5	66.67%
31 Mar, 19	3	50.00%
31 Dec, 18	2	-

3 institutional shareholders have increased their position in MDRR stock as of 31 Mar 23 compared to 3 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	4	-
31 Dec, 22	4	-20.00%
30 Sep, 22	5	66.67%
30 Jun, 22	3	-
31 Mar, 22	-	-100.00%
31 Dec, 21	4	33.33%
30 Sep, 21	3	-
30 Jun, 21	-	-100.00%
31 Mar, 21	1	-
31 Dec, 20	-	-
30 Sep, 20	-	-100.00%
30 Jun, 20	2	100.00%
31 Mar, 20	1	-50.00%
31 Dec, 19	2	100.00%
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	-	-
31 Dec, 18	-	-

4 institutional shareholders have reduced their position in MDRR stock as of 31 Mar 23 compared to 4 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	13	-	1,302,985	-19.46%	7.34%	8.84%	3	-	4	-
31 Dec, 22	13	-13.33%	1,617,748	-4.92%	9.11%	9.92%	3	-	4	-20.00%
30 Sep, 22	15	-21.05%	1,701,384	-8.68%	9.58%	8.70%	3	-62.50%	5	66.67%
30 Jun, 22	19	5.56%	1,863,051	-9.89%	10.49%	7.74%	8	-27.27%	3	-
31 Mar, 22	18	-	2,067,483	91.15%	11.64%	31.38%	11	120.00%	-	-100.00%
31 Dec, 21	18	12.50%	1,081,613	-10.96%	6.09%	13.02%	5	-28.57%	4	33.33%
30 Sep, 21	16	14.29%	1,214,691	-11.76%	6.84%	11.38%	7	-22.22%	3	-
30 Jun, 21	14	27.27%	1,376,526	335.64%	7.75%	244.84%	9	80.00%	-	-100.00%
31 Mar, 21	11	10.00%	315,981	71.95%	1.78%	181.76%	5	-16.67%	1	-
31 Dec, 20	10	42.86%	183,763	88.09%	0.99%	357.59%	6	100.00%	-	-
30 Sep, 20	7	-22.22%	97,699	-15.70%	0.53%	135.10%	3	-25.00%	-	-100.00%
30 Jun, 20	9	12.50%	115,890	1.13%	0.62%	163.91%	4	33.33%	2	100.00%
31 Mar, 20	8	-	114,598	6.87%	0.62%	185.12%	3	-40.00%	1	-50.00%
31 Dec, 19	8	33.33%	107,229	86.70%	0.58%	603.82%	5	25.00%	2	100.00%
30 Sep, 19	6	-	57,434	-93.72%	0.31%	1.28%	4	-20.00%	1	-
30 Jun, 19	6	100.00%	914,200	6641.39%	4.92%	1442.68%	5	66.67%	1	-
31 Mar, 19	3	50.00%	13,561	-98.16%	0.58%	0.05%	3	50.00%	-	-
31 Dec, 18	2	-	737,502	-	33.16%	-	2	-	-	-

Medalist Diversified REIT Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CHAIRMAN, CEO & PRESIDENT	P-Purchase	Buy	13,961	$12.14	$169.49K	192,631
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	9,667	$5.87	$56.71K	357,340
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,673	$5.91	$45.36K	347,673
May 24, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,584	$5.82	$44.11K	340,000
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,255	$5.76	$41.79K	332,416
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,702	$5.67	$43.69K	325,161
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	1,372	$5.82	$7.99K	317,459
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	995	$5.59	$5.56K	316,087
May 20, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	41,600	$5.64	$234.64K	315,092
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,254	$5.60	$7.02K	69,448
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	2,250	$5.60	$12.60K	68,194
Mar 28, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	417,391	-	-	456,088
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,311	$5.85	$7.67K	65,944
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	484	$5.75	$2.78K	64,633
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	205	$5.65	$1.16K	64,149
Mar 14, 2024	O'Brien Timothy Patrick	director	-	P-Purchase	Buy	500	$5.79	$2.90K	15,082
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,705	$5.89	$45.36K	273,492
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	6,749	$5.75	$38.84K	265,787
Mar 12, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	16,610	$5.66	$94.01K	259,038

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CHAIRMAN, CEO & PRESIDENT	P-Purchase	Buy	13,961	$12.14	$169.49K	192,631
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	9,667	$5.87	$56.71K	357,340
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,673	$5.91	$45.36K	347,673
May 24, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,584	$5.82	$44.11K	340,000
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,255	$5.76	$41.79K	332,416
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,702	$5.67	$43.69K	325,161
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	1,372	$5.82	$7.99K	317,459
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	995	$5.59	$5.56K	316,087
May 20, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	41,600	$5.64	$234.64K	315,092
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,254	$5.60	$7.02K	69,448
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	2,250	$5.60	$12.60K	68,194
Mar 28, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	417,391	-	-	456,088
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,311	$5.85	$7.67K	65,944
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	484	$5.75	$2.78K	64,633
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	205	$5.65	$1.16K	64,149
Mar 14, 2024	O'Brien Timothy Patrick	director	-	P-Purchase	Buy	500	$5.79	$2.90K	15,082
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,705	$5.89	$45.36K	273,492
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	6,749	$5.75	$38.84K	265,787
Mar 12, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	16,610	$5.66	$94.01K	259,038

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CHAIRMAN, CEO & PRESIDENT	P-Purchase	Buy	13,961	$12.14	$169.49K	192,631
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	9,667	$5.87	$56.71K	357,340
Jun 17, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,673	$5.91	$45.36K	347,673
May 24, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,584	$5.82	$44.11K	340,000
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,255	$5.76	$41.79K	332,416
May 23, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,702	$5.67	$43.69K	325,161
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	1,372	$5.82	$7.99K	317,459
May 22, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	995	$5.59	$5.56K	316,087
May 20, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	41,600	$5.64	$234.64K	315,092
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,254	$5.60	$7.02K	69,448
May 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	2,250	$5.60	$12.60K	68,194
Mar 28, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	417,391	-	-	456,088
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	1,311	$5.85	$7.67K	65,944
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	484	$5.75	$2.78K	64,633
Mar 15, 2024	Winn Charles Brent Jr.	officer	CHIEF FINANCIAL OFFICER	P-Purchase	Buy	205	$5.65	$1.16K	64,149
Mar 14, 2024	O'Brien Timothy Patrick	director	-	P-Purchase	Buy	500	$5.79	$2.90K	15,082
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	7,705	$5.89	$45.36K	273,492
Mar 14, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	6,749	$5.75	$38.84K	265,787
Mar 14, 2024	O'Brien Timothy Patrick	director	-	A-Award	Buy	500	$5.79	$2.90K	15,082
Mar 12, 2024	KAVANAUGH FRANK	director, 10 percent owner, officer	CEO & PRESIDENT	P-Purchase	Buy	16,610	$5.66	$94.01K	259,038

The last insider buy of MDRR was made by KAVANAUGH FRANK on Aug 16 2024, buying 13,961 shares at $12.14 per share (worth $169.49K).

Medalist Diversified REIT Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	9	-	-
Q1 2024	18	-	-
Q4 2023	28	-	-
Q3 2023	22	-	-
Q2 2023	-	3	-
Q4 2022	15	2	750.00%
Q3 2022	3	-	-
Q2 2022	7	1	700.00%
Q1 2022	5	-	-
Q4 2021	8	-	-
Q3 2021	1	-	-
Q2 2021	4	4	100.00%
Q1 2021	6	-	-
Q4 2020	3	-	-
Q2 2020	13	1	1300.00%
Q4 2019	2	-	-
Q3 2019	6	-	-
Q2 2019	2	-	-
Q1 2019	5	-	-

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Medalist Diversified REIT's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	9	-	-
Q1 2024	11	-	-
Q4 2023	28	-	-
Q3 2023	22	-	-
Q2 2023	-	-	-
Q4 2022	7	-	-
Q3 2022	3	-	-
Q2 2022	7	-	-
Q1 2022	3	-	-
Q4 2021	8	-	-
Q3 2021	1	-	-
Q2 2021	4	4	100.00%
Q1 2021	2	-	-
Q4 2020	3	-	-
Q2 2020	5	-	-
Q4 2019	1	-	-
Q3 2019	1	-	-
Q2 2019	2	-	-
Q1 2019	-	-	-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Medalist Diversified REIT's stocks.

Medalist Diversified REIT Peer Ownership

Ticker	Company
GOOD	Gladstone Commercial Corporation
MDV	Modiv Inc.
OLP	One Liberty Properties, Inc.
BNL	Broadstone Net Lease, Inc.
CTO	CTO Realty Growth, Inc.
AHH	Armada Hoffler Properties, Inc.
SQFT	Presidio Property Trust, Inc.
GIPR	Generation Income Properties, Inc.

MDRR Ownership FAQ

Who Owns Medalist Diversified REIT?

Medalist Diversified REIT is owned by institutional shareholders (7.34%), insiders (48.75%), and public (43.91%). The largest institutional shareholder of Medalist Diversified REIT is WELLS FARGO & COMPANY/MN (0% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Medalist Diversified REIT?

Medalist Diversified REIT's major institutional shareholders are WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, STATE STREET CORP, VANGUARD GROUP INC, and NISA INVESTMENT ADVISORS, LLC. The top five shareholders own together 0% of the company's share outstanding.

How many Medalist Diversified REIT shareholders are there?

As of Mar 2023, there are 13 institutional shareholders of Medalist Diversified REIT.

What percentage of Medalist Diversified REIT is owned by WELLS FARGO & COMPANY/MN?

WELLS FARGO & COMPANY/MN owns 0 shares of Medalist Diversified REIT, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2023).

What percentage of Medalist Diversified REIT is owned by NORTHERN TRUST CORP?

As of Jun 2023, NORTHERN TRUST CORP holds 0 shares of Medalist Diversified REIT (MDRR), compromising 0% of the company, valued at $0.

What percentage of Medalist Diversified REIT is owned by STATE STREET CORP?

STATE STREET CORP is the third largest holder of Medalist Diversified REIT. The company owns 0 of the company's shares outstanding (worth $0).