MEDALIST DIVERSIFIED REIT IN's ticker is MDRR and the CUSIP is 58403P105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $36,713 | +19.2% | 43,983 | 0.0% | 0.00% | – |
| Q4 2022 | $30,793 | -14.5% | 43,983 | 0.0% | 0.00% | – |
| Q3 2022 | $36,000 | 0.0% | 43,983 | 0.0% | 0.00% | – |
| Q2 2022 | $36,000 | -23.4% | 43,983 | 0.0% | 0.00% | – |
| Q1 2022 | $47,000 | -11.3% | 43,983 | 0.0% | 0.00% | – |
| Q4 2021 | $53,000 | -3.6% | 43,983 | 0.0% | 0.00% | – |
| Q3 2021 | $55,000 | -8.3% | 43,983 | 0.0% | 0.00% | – |
| Q2 2021 | $60,000 | -32.6% | 43,983 | 0.0% | 0.00% | – |
| Q1 2021 | $89,000 | -7.3% | 43,983 | 0.0% | 0.00% | – |
| Q4 2020 | $96,000 | +74.5% | 43,983 | 0.0% | 0.00% | – |
| Q3 2020 | $55,000 | -31.2% | 43,983 | 0.0% | 0.00% | – |
| Q2 2020 | $80,000 | +6.7% | 43,983 | 0.0% | 0.00% | – |
| Q1 2020 | $75,000 | -50.7% | 43,983 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $152,000 | – | 43,983 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virtu Financial LLC | 27,069 | $34,000 | 0.00% |
| SHEETS SMITH WEALTH MANAGEMENT | 15,439 | $19,000 | 0.00% |
| KANAWHA CAPITAL MANAGEMENT LLC | 19,618 | $24,000 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43,983 | $55,000 | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 58,000 | $72,000 | 0.00% |
| WELLS FARGO & COMPANY/MN | 480,090 | $595,000 | 0.00% |
| NORTHERN TRUST CORP | 11,790 | $15,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 235,933 | $294,000 | 0.00% |
| STATE STREET CORP | 25,500 | $32,000 | 0.00% |