Medalist DiversifiedMDRR

13F holders, Q1 2026 (March 31)
8holders +2
2new positions
2sold out
$11.31avg. 13F price*

At the end of Q1 2026, 8 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($464K), Vanguard Capital Management LLC ($61K) and Vanguard Fiduciary Trust Co. ($18K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$3K
Exits2$62K

All 13F filers, Q4 2025 → Q1 2026: 267 shares bought and 5,276 shares sold, net −5,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

HighTower Advisors, LLC 0.00% Add +0.0% 41,062 $464K
Vanguard Capital Management LLC 0.00% — 5,396 $61K
Vanguard Fiduciary Trust Co. 0.00% — 1,551 $18K
Cwm, LLC 0.00% New 260 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -41.5% 255 $3K
UBS Group AG 0.00% Reduce -31.1% 199 $2K
Nisa Investment Advisors, LLC 0.00% No change 75 $851
Citigroup Inc. 0.00% New 1 $11

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