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Medalist Diversified Reit In shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Medalist Diversified Reit In shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Medalist Diversified Reit In

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All positions including Medalist Diversified Reit In held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medalist Diversified Reit In by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $545k 45k 12.01

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Top funds holding Medalist Diversified Reit In

EP Wealth Advisors
Northwestern Mutual Wealth Management Company
NISA Investment Advisors
Bank of America Corporation

View all funds holding Medalist Diversified Reit In