Medalist Diversified REIT, Inc. - Common Stock (MDRR) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MDRR on Nasdaq
Shares outstanding
1,127,657
Price per share
$12.30
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
46,861
Total reported value
$576,405
% of total 13F portfolios
0%
Share change
-64,209
Value change
-$789,970
Number of holders
6
Price from insider filings
$12.30
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Medalist Diversified REIT, Inc. - Common Stock (MDRR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAVANAUGH FRANK 59% +22% $15,077,482 +$4,240,719 1,163,386 +39% Francis P. Kavanaugh 10 Dec 2025
Finley Alfred Lee 5.9% -52% $843,683 -$1,296,000 65,099 -61% Finley Alfred Lee 10 Dec 2025
Winn Charles Brent Jr. 5.2% $738,841 59,202 Charles Brent Winn Jr. 28 Jan 2026
Kramer Kory J. 2.7% -60% $432,551 -$632,400 41,039 -59% Kory J. Kramer 29 Aug 2025
Carlson Marc 1.4% -76% $221,751 -$843,200 21,039 -79% Marc Carlson 29 Aug 2025

As of 31 Dec 2025, 6 institutional investors reported holding 46,861 shares of Medalist Diversified REIT, Inc. - Common Stock (MDRR). This represents 4.2% of the company’s total 1,127,657 outstanding shares.

Institutional Holders of Medalist Diversified REIT, Inc. - Common Stock (MDRR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 46,861 $576,405 -$789,970 $12.30 6
2025 Q3 111,070 $1,505,160 -$48,796 $13.55 7
2025 Q2 115,302 $1,203,589 +$1,069,382 $10.44 7
2025 Q1 12,855 $161,071 +$62,981 $12.53 5
2024 Q4 7,829 $104,089 -$480,889 $13.30 4
2024 Q3 48,405 $581,368 +$581,368 $12.01 5