Who Owns Medalist Diversified REIT, Inc. (MDRR)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$3.0T
% of Float Held
—
QoQ Change in Holders
+2 / -1
Price History
MDRR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | New Position | +5K | +$61K |
| NISA INVESTMENT ADVISORS, LLC | New Position | +75 | +$0 |
| Tower Research Capital LLC (TRC) | Increased | +227 | +$-2.8M |
MDRR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| HighTower Advisors, LLC | Decreased | -60K | -$1.4B |
| UBS Group AG | Decreased | -4K | -$59.0M |
| Wealthspire Advisors, LLC | Closed Position | -155 | -$2.1M |
| BANK OF AMERICA CORP /DE/ | Decreased | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 289 | $3.0M | 0.00% | Share |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,000 | $61K | 0.00% | Share |
| 3 | HighTower Advisors, LLC | 41,056 | $0 | 0.00% | Share |
| 4 | NISA INVESTMENT ADVISORS, LLC | 75 | $0 | 0.00% | Share |
| 5 | Tower Research Capital LLC (TRC) | 436 | $0 | 0.00% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 5 | $0 | 0.00% | Share |
MDRR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $3.1M | +1 |
| Q3 2025 | 5 | $1.4B | -2 |
| Q2 2025 | 7 | $1.2B | +2 |
| Q1 2025 | 5 | $161.0M | -1 |
| Q4 2024 | 6 | $116.4M | -1 |
| Q3 2024 | 7 | $15.4M | +0 |
| Q2 2024 | 7 | $151.8M | +0 |
| Q1 2024 | 7 | $90.2M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold MDRR (Medalist Diversified REIT, Inc.). The largest holder is UBS Group AG with $3.0M in shares. This quarter, 2 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own MDRR?
As of Q4 2025, 6 institutional investors report holding MDRR (Medalist Diversified REIT, Inc.) in their 13F filings.
Who is the largest institutional holder of MDRR?
The largest institutional holder of MDRR is UBS Group AG with $3.0M in shares.
Is institutional ownership of MDRR increasing or decreasing?
This quarter, 2 institutions opened new positions in MDRR and 1 closed their positions.