Ownership Summary
A total of 6 institutions have reported a stake in Medalist Diversified REIT, Inc. (NASDAQ:MDRR) as of December 2025, according to recent 13F filings with the SEC.
- Institutional ownership in Medalist Diversified REIT edged down to 3.9% in December 2025, compared to 9.3% in September 2025.
- Quarterly data indicates a -57.75% shift in institutional share volume, and the annual owner count reflects no change.
- During the quarter, 1 institutions bought more Medalist Diversified REIT shares, 3 sold shares, and 2 of the 6 total investors held their position steady.
- The aggregate institutional position in Medalist Diversified REIT now stands at 46.86K shares as of December 2025, after investors decreased their holdings (down by 64.05K shares quarter on quarter which is up 38.03K shares year over year).
- HighTower Advisors, LLC continues to be the largest institutional holder of Medalist Diversified REIT as of December 31, 2025, with a position of 41.06K shares, representing 3.42% of the company's outstanding stock.
- Among the most significant buyers of Medalist Diversified REIT during December 2025 were Tower Research Capital LLC (TRC) (227).
- Leading sellers of Medalist Diversified REIT stock in December 2025 included HighTower Advisors, LLC (59.99K), UBS Group AG (4.29K), BANK OF AMERICA CORP /DE/ (1).
- The top 6 institutional holders of Medalist Diversified REIT for the quarter ending December 2025 included HighTower Advisors, LLC (41.06K), HALBERT HARGROVE GLOBAL ADVISORS, LLC (5.00K), Tower Research Capital LLC (TRC) (436), UBS Group AG (289), NISA INVESTMENT ADVISORS, LLC (75), BANK OF AMERICA CORP /DE/ (5).