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Medalist Diversified Reit In shares owned by EP Wealth Advisors

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

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

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.001544.592k544.5925k544.593k544.5935k544.594k45.344k45.3445k45.345k45.3455k45.346k
Value ($)Share countHistorical MDRR position of EP Wealth Advisors Source: stockzoa.comValue ($)Share count

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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

Halbert Hargrove Global Advisors
Northwestern Mutual Wealth Management Company
NISA Investment Advisors
Bank of America Corporation

View all funds holding Medalist Diversified Reit In