Medalist Diversified REIT Inc.
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 6 institutions reported holding Medalist Diversified REIT Inc. in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Geode Capital Management, LLC ($89K), Renaissance Technologies ($72K) and Halbert Hargrove Global Advisors, LLC ($58K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Medalist Diversified REIT Inc.
- CUSIP
- 58403P303
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $58K |
| Exits | 2 | $935 |
All 13F filers, Q1 2024 → Q2 2024: 10,912 shares bought and 162 shares sold, net +10,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Geode Capital Management, LLC | 0.00% | No change | 15,258 | $89K |
| Renaissance Technologies | 0.00% | Add +7.8% | 12,449 | $72K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10,000 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5,497 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 4,002 | $23K |
| Bank of America Corp. | 0.00% | New | 12 | $69 |
"% of holder's portfolio" is MEDALIST DIVERSIFIED REIT IN's weight in each manager's 13F, not the share of Medalist Diversified REIT Inc. the manager owns.