Medalist DiversifiedMDRR

13F holders, Q4 2025 (December 31)
6holders −1
0new positions
1sold out
$12.30avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($505K), Halbert Hargrove Global Advisors, LLC ($62K) and Tower Research Capital LLC (TRC) ($5K).

Company
Medalist Diversified Inc.
CUSIP
58403P402
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q3 2024: 5Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 7Q2 2025Q3 2025: 7Q3 2025Q4 2025: 6Q4 2025Q1 2026: 8Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$2K

All 13F filers, Q3 2025 → Q4 2025: 227 shares bought and 64,436 shares sold, net −64,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

HighTower Advisors, LLC 0.00% Reduce -59.4% 41,056 $505K
Halbert Hargrove Global Advisors, LLC 0.00% No change 5,000 $62K
Tower Research Capital LLC (TRC) 0.00% Add +108.6% 436 $5K
UBS Group AG 0.00% Reduce -93.7% 289 $4K
Nisa Investment Advisors, LLC 0.00% No change 75 $936
Bank of America Corp. 0.00% Reduce -16.7% 5 $62

"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.