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. Fidelity Extended Market Index is the top mutual fund, with 0.32% 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	70.14%	9.14%	20.72%
Industry	Diversified REIT Stocks	62.09%	5.58%	32.34%

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
Fidelity Extended Market Index	4.26K	0.32%	-30.00
SSgA U.S. Extended Market Index Class I	3.19K	0.14%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.36K	0.10%	-621.00
Spartan Extended Market Index Pool F	1.15K	0.09%	30.00
Fidelity Series Total Market Index	1.08K	0.08%	-
Spartan Extended Market Index Pool E	1.07K	0.08%	44.00
Fidelity Nasdaq Composite Index	805.00	0.06%	-
Northern Trust Extended Eq Market Idx	735.00	0.05%	-
NT Ext Equity Mkt Idx Fd - L	735.00	0.05%	-
State St US Extended Mkt Indx NL Cl C	590.00	0.04%	-

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	13	-
2025 Q2	9	-
2025 Q1	4	-
2024 Q4	12	-
2024 Q3	9	-

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 62.09%, 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 0.32% of its total shares outstanding invested in 4.26K Medalist Diversified REIT shares.

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