Institutional Ownership
Medalist Diversified REIT In
CUSIP 58403P402COMMDRRQ1 2026
13D / 13G Filings
18
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
68.6%
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
18 filings · latest Mar 13, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 13, 2026 | Francis P. Kavanaugh | 13D/A | 68.6% | — | SEC |
| 2 | Feb 3, 2026 | Charles Brent Winn Jr. | 13D | 5.3% | — | SEC |
| 3 | Dec 12, 2025 | Francis P. Kavanaugh | 13D/A | 58.9% | — | SEC |
| 4 | Dec 12, 2025 | Finley Alfred Lee | 13D/A | 5.9% | — | SEC |
| 5 | Nov 18, 2025 | Francis P. Kavanaugh | 13D/A | 48.5% | — | SEC |
| 6 | Sep 3, 2025 | Marc Carlson | 13D/A | 1.4% | — | SEC |
| 7 | Sep 3, 2025 | Francis P. Kavanaugh | 13D/A | 38.9% | — | SEC |
| 8 | Sep 3, 2025 | Kory J. Kramer | 13D/A | 2.7% | — | SEC |
| 9 | Aug 27, 2025 | Francis P. Kavanaugh | 13D/A | 28.1% | — | SEC |
| 10 | Aug 11, 2025 | Francis P. Kavanaugh | 13D/A | 25.8% | — | SEC |
8 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Medalist Diversified REIT In.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hightower Advisors, LLC | 41.1K | $464.0K |
| 2 | Cwm, LLC | 260 | $2.9K |
| 3 | Tower Research Capital LLC (Trc) | 255 | $2.9K |
| 4 | Ubs Group AG | 199 | $2.2K |
| 5 | Nisa Investment Advisors, LLC | 75 | $851 |
| 6 | Citigroup Inc | 1 | $11 |