Medalist Diversified REIT Ownership | Who Owns Medalist Diversified REIT?
Medalist Diversified REIT Ownership Summary
Medalist Diversified REIT is owned by 7.34% institutional investors, and 92.66% retail investors. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 0.49% of its assets in Medalist Diversified REIT shares.
MDRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Medalist Diversified REIT | 7.34% | - | 92.66% |
| Sector | Real Estate Stocks | 42.65% | 9.09% | 48.26% |
| Industry | Diversified REIT Stocks | 42.81% | 5.43% | 51.76% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2023 | 13 | - | 1,302,985 | -19.46% | 7 | 8.84% | 3 | - | 4 | - |
| Dec 31, 2022 | 13 | -13.33% | 1,617,748 | -4.92% | 9 | 9.92% | 3 | - | 4 | -20.00% |
| Sep 30, 2022 | 15 | -21.05% | 1,701,384 | -8.68% | 9 | 8.70% | 3 | -62.50% | 5 | 66.67% |
| Jun 30, 2022 | 19 | 5.56% | 1,863,051 | -9.89% | 10 | 7.74% | 8 | -27.27% | 3 | - |
| Mar 31, 2022 | 18 | - | 2,067,483 | 91.15% | 11 | 31.38% | 11 | 120.00% | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 5.40K | 0.49% | - |
| Fidelity Extended Market Index | 4.20K | 0.38% | -8.00 |
| SSgA U.S. Extended Market Index Class I | 3.19K | 0.14% | - |
| Fidelity Series Total Market Index | 1.30K | 0.12% | - |
| Spartan Extended Market Index Pool F | 1.21K | 0.11% | 8.00 |
| Spartan Extended Market Index Pool E | 1.07K | 0.08% | 44.00 |
| Fidelity Nasdaq Composite Index | 805.00 | 0.07% | - |
| NT Ext Equity Mkt Idx Fd - L | 735.00 | 0.07% | - |
| Northern Trust Extended Eq Market Idx | 735.00 | 0.07% | - |
| State St US Extended Mkt Indx NL Cl C | 590.00 | 0.05% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 4 | - |
| 2025 Q4 | 13 | 3 |
| 2025 Q3 | 16 | 2 |
| 2025 Q2 | 9 | - |
| 2025 Q1 | 4 | - |
MDRR Ownership FAQ
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