| 0.057% |
| 0.00% |
| 4 | BFC Planning, Inc. | 65 | $757 | — | 0.005% | 0.00% |
| 5 | UBS Group AG | 52 | $606 | -73.9% | 0.004% | 0.00% |
| 6 | CITIGROUP INC | 1 | $12 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MDRR — a direct measure of their conviction.
| 1.25% |
| +0.39 pp |
| $0M |
| +37% |
| Q4 2024 | 6 | 14% | 0.86% | 4.96 pp | $0M | 80% |
| Q3 2024 | 7 | — | 5.82% | — | $1M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
1 institutions opened new positions in MDRR during Q2 2026, while 2 fully exited. 4 added to existing positions and 1 trimmed.
MDRR institutional ownership fell by 2.97 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 100.0% of all reported 13F value in MDRR, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Medalist Diversified REIT, Inc. (MDRR) Institutional Ownership