Exploring Medalist Diversified REIT, Inc. (MDRR) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Medalist Diversified REIT, Inc. (MDRR) and, more importantly, why? As of April 9, 2025, the share price stands at $0.00, a stark contrast to its $1.15 value on the same date last year, prompting a deeper look into the investor landscape of this Real Estate Investment Trust. With institutional ownership at 0.79% and insider ownership dominating at 57.74%, MDRR's ownership structure presents a unique profile. Are these insiders driving the company's strategy, and what does this concentration of ownership mean for potential investors like you? Let's delve into the details to uncover the motivations and profiles of those investing in MDRR.

Medalist Diversified REIT, Inc. (MDRR) Who Invests in Medalist Diversified REIT, Inc. (MDRR) and Why?

Understanding the investor profile of Medalist Diversified REIT, Inc. (MDRR) is crucial for grasping the market's sentiment and the stock's potential trajectory. The types of investors holding MDRR shares, their motivations, and investment strategies collectively influence the stock's volatility, trading volume, and long-term stability.

Here's a breakdown of who's investing in Medalist Diversified REIT, Inc. (MDRR) and the reasons behind their investment decisions:

Key Investor Types:

The investor base of Medalist Diversified REIT, Inc. (MDRR) typically comprises a mix of retail investors, institutional investors, and potentially hedge funds. Each group brings its own investment style and objectives.

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They might be attracted to Medalist Diversified REIT, Inc. (MDRR) due to its dividend payouts or perceived growth potential in the real estate sector.
• Institutional Investors: These include entities like pension funds, mutual funds, insurance companies, and investment firms. Their investment decisions are often based on in-depth research and analysis, aligning with long-term strategies.
• Hedge Funds: These are investment partnerships that employ various strategies, including short-term trading and arbitrage, to generate returns. Their involvement in Medalist Diversified REIT, Inc. (MDRR) might be driven by specific market opportunities or perceived mispricing.

Investment Motivations:

Investors are drawn to Medalist Diversified REIT, Inc. (MDRR) for various reasons, often linked to the company's financial performance, market positioning, and future prospects.

• Growth Prospects: Investors might believe in the company's ability to expand its portfolio, increase revenue, and improve profitability. This is tied to the overall health and potential of the real estate markets in which Medalist Diversified REIT, Inc. (MDRR) operates.
• Dividends: REITs are known for their dividend payouts, and Medalist Diversified REIT, Inc. (MDRR) may attract investors seeking a steady income stream. The dividend yield and payout ratio are key metrics for these investors.
• Market Position: The company's competitive positioning within its specific real estate niches can be a strong motivator. A strong market presence and efficient management can instill confidence in investors.

Investment Strategies:

The strategies employed by Medalist Diversified REIT, Inc. (MDRR) investors vary depending on their investment goals and risk tolerance.

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, focusing on the long-term appreciation of the stock and consistent dividend income. This approach requires a strong belief in the company's sustained performance.
• Short-Term Trading: Active traders might seek to profit from short-term price fluctuations, driven by market news, earnings reports, or broader economic trends. This strategy is more speculative and requires close monitoring of the stock.
• Value Investing: Value investors look for undervalued stocks, believing that the market has underappreciated the company's intrinsic worth. They assess factors like assets, earnings, and growth potential to identify investment opportunities.

To delve deeper into the company's background, mission, and operational framework, consider exploring: Medalist Diversified REIT, Inc. (MDRR): History, Ownership, Mission, How It Works & Makes Money.

Medalist Diversified REIT, Inc. (MDRR) Institutional Ownership and Major Shareholders of Medalist Diversified REIT, Inc. (MDRR)

Understanding the ownership structure of Medalist Diversified REIT, Inc. (MDRR) provides valuable insights into the company's stability, investor confidence, and potential strategic direction. Institutional investors and major shareholders can significantly influence a company's stock price and overall strategy. As of recent filings, here’s a breakdown of MDRR’s ownership profile.

Top Institutional Investors

As of April 2025, Medalist Diversified REIT, Inc. (MDRR) has a limited number of institutional owners and shareholders. According to recent data, 12 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 16,871 shares.

The largest shareholders include:

• FSMAX - Fidelity Extended Market Index Fund
• Halbert Hargrove Global Advisors, Llc
• Northwestern Mutual Wealth Management Co
• VEXMX - Vanguard Extended Market Index Fund Investor Shares
• FCFMX - Fidelity Series Total Market Index Fund
• FNCMX - Fidelity Nasdaq Composite Index Fund
• Nisa Investment Advisors, Llc
• Bank Of America Corp /de/

While institutional ownership is present, it constitutes a small percentage of the overall ownership structure. According to WallStreetZen, as of March 2025, institutional shareholders own approximately 0.65% of Medalist Diversified REIT, Inc. (MDRR).

Changes in Ownership

Recent data indicates a dynamic shift in the ownership structure of Medalist Diversified REIT, Inc. (MDRR). However, detailed information on specific increases or decreases in institutional stakes is limited. Fintel reports that the institutional ownership in Medalist Diversified REIT, Inc. (MDRR) has seen a decline of 100.00% over a certain period, though the exact timeframe isn't specified.

Examining insider trading activity provides additional insight. Over the past three months, insiders have bought more shares than they have sold, indicating a positive sentiment among the company's leadership. For example, Benjamin Ore, the Controller, has been actively purchasing shares in March 2025.

Impact of Institutional Investors

Institutional investors typically play a crucial role in shaping a company's stock price and strategy through their investment decisions and active engagement. However, given the relatively low percentage of institutional ownership in Medalist Diversified REIT, Inc. (MDRR), their direct impact may be limited compared to companies with higher institutional involvement.

Major shareholders, particularly insiders, hold a significant portion of the company's shares, which aligns their interests closely with the company's performance. According to WallStreetZen, insiders own a substantial 311.42% of Medalist Diversified REIT, Inc. (MDRR). This high percentage suggests that strategic decisions are heavily influenced by the company's executives and board members.

Key individual shareholders include:

• Ault Global Holdings Inc, owning 116.31% of the company
• Birthrelated Neurological Injury Compensation Program Virginia, with 84.48% ownership
• Alfred Lee Finley, holding 23.24%
• Frank Kavanaugh, with 17.32%
• Thomas E. Messier, owning 17.26%

The substantial insider ownership in Medalist Diversified REIT, Inc. (MDRR) suggests a strong alignment of interests between the management and the shareholders. This alignment can foster a long-term strategic vision and a commitment to enhancing shareholder value.

To gain more insights into the company's financial standing, consider exploring Breaking Down Medalist Diversified REIT, Inc. (MDRR) Financial Health: Key Insights for Investors.

Medalist Diversified REIT, Inc. (MDRR) Key Investors and Their Impact on Medalist Diversified REIT, Inc. (MDRR)

Understanding the investor profile of Medalist Diversified REIT, Inc. (MDRR) is crucial for assessing the company's stability, growth potential, and overall market sentiment. Key investors can significantly influence company decisions and stock movements through their holdings and strategic actions. Examining these investors and their recent moves provides valuable insights into the future direction of Medalist Diversified REIT, Inc. (MDRR). Here’s a closer look at who’s investing in Medalist Diversified REIT, Inc. (MDRR) and the potential impact they have on the company.

While specific, up-to-the-minute details on all major investors in Medalist Diversified REIT, Inc. (MDRR) as of late April 2025 may require real-time financial data sources, we can discuss the types of investors typically relevant to a REIT like Medalist Diversified REIT, Inc. (MDRR), and how their actions can influence the company.

Generally, the investor base of a REIT like Medalist Diversified REIT, Inc. (MDRR) may include:

• Institutional Investors: These are large entities such as pension funds, mutual funds, insurance companies, and hedge funds. They often hold significant stakes and can influence stock prices through large buy or sell orders. Their investment decisions are typically based on in-depth research and analysis.
• Retail Investors: Individual investors who buy and sell shares for their own accounts. While their individual holdings may be smaller, collectively they can have a substantial impact on trading volume and stock price.
• Activist Investors: These investors buy a significant stake in a company and then actively campaign for changes in the company's management, strategy, or operations. Their goal is to increase shareholder value, and their involvement can lead to significant shifts in company direction.
• Insider Investors: Company executives and board members who own shares of the company. Their transactions are closely watched as they may provide insights into the company's prospects.

The influence of these investors on Medalist Diversified REIT, Inc. (MDRR) can be seen in several ways:

• Stock Price Volatility: Large trades by institutional investors can cause significant price swings.
• Strategic Direction: Activist investors can push for changes in strategy, such as asset sales, dividend increases, or management restructuring.
• Market Confidence: The presence of well-known and respected investors can boost market confidence in the company.
• Corporate Governance: Large shareholders can influence corporate governance policies and board elections.

To illustrate the kind of information that would be relevant, consider a hypothetical scenario based on the kind of data that would be tracked:

Important Note: This table is entirely hypothetical and for illustrative purposes only. Actual investor data would need to be sourced from reliable financial data providers.

For those interested in understanding more about Medalist Diversified REIT, Inc. (MDRR)'s strategic vision, you can explore Mission Statement, Vision, & Core Values of Medalist Diversified REIT, Inc. (MDRR).

Medalist Diversified REIT, Inc. (MDRR) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any REIT. Here's an overview of how the market perceives Medalist Diversified REIT, Inc. (MDRR), incorporating recent data and analyst insights.

Investor Sentiment:

Based on recent data, Indian investors' sentiment towards Medalist Diversified REIT (MDRR) shows a 0% change in the last 30 days (March 9, 2025, to April 8, 2025). Search interest from India on INDmoney has increased by 0% in the same period, reflecting a stable trend in search activity .

Key points on investor sentiment:

• Insider Buying: In August 2024, Frank Kavanaugh, Chairman, CEO, and President, purchased shares worth approximately $150,698, signaling confidence in the company's future prospects.
• Institutional Holdings: Global institutional holdings include Halbert, Hargrove/Russell LLC (0.37%), Northwestern Mutual Wealth Management Co. (0.20%), and Nisa Investment Advisors, L.L.C. (0.01%).

Recent Market Reactions:

Medalist Diversified REIT, Inc. has experienced several significant stock adjustments recently:

• Stock Splits: A 1-for-10 reverse stock split and a 5-for-1 forward stock split were implemented on July 2, 2024. Trading on a split-adjusted basis commenced on July 3, 2024, under the ticker 'MDRR' with a new CUSIP number (58403P402). This move aimed to adjust the number of shares without altering stockholders' percentage ownership.
• Stock Offering: In April 2025, Medalist Diversified REIT announced plans to raise $100 million through a common stock offering to enhance its investment capabilities in the commercial real estate sector.
• Dividend Increase: The Board declared a 3.8% increase in the quarterly dividend, setting it at $0.0675 per share, with the payout scheduled for April 22, 2025.

Recent stock performance (as of April 17, 2025):

• Closing Price: $11.10
• Market Capitalization: $15.2 million
• 52 Week High: $15.00
• 52 Week Low: $10.90

Analyst Perspectives:

As of April 2025, analyst ratings for Medalist Diversified REIT, Inc. indicate a generally positive outlook. Based on 7 Wall Street analysts :

• Buy: 85%
• Hold: 14%
• Sell: 0%

However, other sources indicate that there are currently no analyst price target forecasts available for Medalist Diversified REIT .

Key Financial Metrics (TTM - Trailing Twelve Months):

Explore more about MDRR's financial health: Breaking Down Medalist Diversified REIT, Inc. (MDRR) Financial Health: Key Insights for Investors