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Medalist Diversified REIT in

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wells Fargo & Company
DECREASED
Shares766,928 from 1,042,594
Change-275,666 (-26%)
Value$640.2K (-$89.8K)
Filed 2023-05-12
Geode Capital Management, LLC
UNCHANGED
Shares236,307 from 236,307
Change0 (0%)
Value$197.3K (+$197.1K)
Filed 2023-05-15
Renaissance Technologies LLC
DECREASED
Shares60,900 from 104,300
Change-43,400 (-42%)
Value$51 (-$22)
Filed 2023-05-12
Vanguard Group Inc
INCREASED
Shares53,156 from 49,756
Change+3,400 (+7%)
Value$44.4K (+$9.5K)
Filed 2023-07-14
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares43,983 from 43,983
Change0 (0%)
Value$36.7K (+$5.9K)
Filed 2023-05-15
Two Sigma Advisers, LP
DECREASED
Shares36,000 from 51,000
Change-15,000 (-29%)
Value$30.0K (-$5.7K)
Filed 2023-05-15
State Street Corp
UNCHANGED
Shares26,401 from 26,401
Change0 (0%)
Value$22.0K (+$3.3K)
Filed 2023-05-15
Two Sigma Securities, LLC
NEW
Shares21,263
Change+21,263
Value$17.7K
Filed 2023-05-15
Kanawha Capital Management LLC
UNCHANGED
Shares19,618 from 19,618
Change0 (0%)
Value$16.4K (+$16.4K)
Filed 2023-05-08
Sheets Smith Wealth Management
UNCHANGED
Shares15,439 from 15,439
Change0 (0%)
Value$12.9K (+$2.1K)
Filed 2023-05-26
Northern Trust Corp
UNCHANGED
Shares11,790 from 11,790
Change0 (0%)
Value$9.8K (+$1.6K)
Filed 2023-05-15
Lido Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$8.3K
Filed 2023-05-15
Nisa Investment Advisors, LLC
DECREASED
Shares1,200 from 1,530
Change-330 (-22%)
Value$1 ($0)
Filed 2023-05-02
Bank of America Corp
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$20)
Filed 2023-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-05-15
Sargent Bickham Lagudis LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Status
Wells Fargo & Company
DECREASED766,9281,042,594-275,666-26%$729.9K$640.2K-$89.8K2023-05-12
Geode Capital Management, LLC
UNCHANGED236,307236,30700%$167$197.3K+$197.1K2023-05-15
Renaissance Technologies LLC
DECREASED60,900104,300-43,400-42%$73$51-$222023-05-12
Vanguard Group Inc
INCREASED53,15649,756+3,400+7%$34.8K$44.4K+$9.5K2023-07-14
Northwestern Mutual Wealth Management Co
UNCHANGED43,98343,98300%$30.8K$36.7K+$5.9K2023-05-15
Two Sigma Advisers, LP
DECREASED36,00051,000-15,000-29%$35.7K$30.0K-$5.7K2023-05-15
State Street Corp
UNCHANGED26,40126,40100%$18.7K$22.0K+$3.3K2023-05-15
Two Sigma Securities, LLC
NEW21,263—+21,263——$17.7K—2023-05-15
Kanawha Capital Management LLC
UNCHANGED19,61819,61800%$14$16.4K+$16.4K2023-05-08
Sheets Smith Wealth Management
UNCHANGED15,43915,43900%$10.8K$12.9K+$2.1K2023-05-26
Northern Trust Corp
UNCHANGED11,79011,79000%$8.3K$9.8K+$1.6K2023-05-15
Lido Advisors, LLC
NEW10,000—+10,000——$8.3K—2023-05-15
Nisa Investment Advisors, LLC
DECREASED1,2001,530-330-22%$1$1$02023-05-02
Bank of America Corp
CLOSED030-30-100%$20$0-$202023-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02023-05-15
Sargent Bickham Lagudis LLC
N/A—15,000-15,000-100%$10.5K———
Showing 16 of 16 institutions