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Medalist Diversified REIT Ownership | Who Owns Medalist Diversified REIT?

OverviewRevenueFinancialsChart

Medalist Diversified REIT Ownership Summary

Medalist Diversified REIT is owned by 7.34% institutional investors, and 92.66% retail investors. Fidelity Extended Market Index is the top mutual fund, with 0.48% of its assets in Medalist Diversified REIT shares.

MDRR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMedalist Diversified REIT7.34%-92.66%
SectorReal Estate Stocks 63.99%7.35%28.66%
IndustryDiversified REIT Stocks57.94%4.95%37.11%

Institutional Shareholders

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202313-1,302,985-19.46%78.84%3-4-
Dec 31, 202213-13.33%1,617,748-4.92%99.92%3-4-20.00%
Sep 30, 202215-21.05%1,701,384-8.68%98.70%3-62.50%566.67%
Jun 30, 2022195.56%1,863,051-9.89%107.74%8-27.27%3-
Mar 31, 202218-2,067,48391.15%1131.38%11120.00%--100.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Extended Market Index5.32K0.48%-1.25K
Vanguard Institutional Extnd Mkt Idx Tr1.99K0.18%-
SSgA U.S. Extended Market Index Class I3.19K0.14%-
Fidelity Series Total Market Index1.08K0.10%562.00
Fidelity Nasdaq Composite Index805.000.07%-
NT Ext Equity Mkt Idx Fd - L735.000.07%-2.00
Northern Trust Extended Eq Market Idx735.000.07%-2.00
Spartan Extended Market Index Pool E722.000.06%26.00
State St US Extended Mkt Indx NL Cl C590.000.05%-
SSgA U.S. Total Market Index Strategy487.000.02%-432.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 18, 2024Winn Charles Brent Jr. CHIEF FINANCIAL OFFICERBuy$3.93K
Nov 15, 2024Winn Charles Brent Jr. CHIEF FINANCIAL OFFICERBuy$13.50K
Nov 15, 2024KAVANAUGH FRANK CHAIRMAN, CEO & PRESIDENTBuy$256.97K
Oct 11, 2024KAVANAUGH FRANK CHAIRMAN, CEO & PRESIDENTBuy-
Sep 05, 2024KAVANAUGH FRANK CHAIRMAN, CEO & PRESIDENTBuy$2.44K

Insider Transactions Trends

DateBuySell
2024 Q44-
2024 Q39-
2024 Q29-
2024 Q111-
2023 Q428-

MDRR Ownership FAQ

Who Owns Medalist Diversified REIT?

Medalist Diversified REIT shareholders are primarily institutional investors at 7.34%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Medalist Diversified REIT's industry, Diversified REIT Stocks, is 57.94%, which Medalist Diversified REIT falls below.

Does Blackrock own Medalist Diversified REIT?

BlackRock is not among the top 10 institutional shareholders of Medalist Diversified REIT.

Who is the top mutual fund holder of Medalist Diversified REIT shares?

Fidelity Extended Market Index is the top mutual fund holder of Medalist Diversified REIT shares, with 0.48% of its total shares outstanding invested in 5.32K Medalist Diversified REIT shares.

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