BANK OF AMERICA CORP /DE/ MDRR — MEDALIST DIVERSIFIED REIT IN

Ownership history in BANK OF AMERICA CORP /DE/  ·  6 quarters on record

AI Ownership Summary

BANK OF AMERICA CORP /DE/ reported MEDALIST DIVERSIFIED REIT IN (MDRR) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows MDRR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF AMERICA CORP /DE/'s position in MEDALIST DIVERSIFIED REIT IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDRR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BANK OF AMERICA CORP /DE/ held MDRR — position size vs. price
% of Fund (quarterly)    MDRR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.7% -7.6% ✅ 5 -1 -16.7% 0.00% $62 2026-02-17 $11.66
2025 Q3 UNCHANGED — — — 6 — 0% 0.00% $81 2025-11-14 $13.26
2025 Q2 UNCHANGED — — — 6 — 0% 0.00% $63 2025-08-14 $10.61
2025 Q1 UNCHANGED — — — 6 — 0% 0.00% $75 2025-05-15 $11.42
2024 Q4 REDUCED 80.0% -5.3% ✅ 6 -24 -80.0% 0.00% $80 2025-02-14 $12.28
2024 Q3 INITIATED — — — 30 — — 0.00% $360 2024-11-14 $11.81

FAQ About BANK OF AMERICA CORP /DE/ and MDRR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF AMERICA CORP /DE/ reported owning MDRR?

BANK OF AMERICA CORP /DE/ reported MDRR across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MDRR position in BANK OF AMERICA CORP /DE/'s portfolio?

The largest reported portfolio weight for MDRR was 0.00% in 2024 Q3.

What is the latest reported MDRR position on this page?

The most recent filing on this page is 2025 Q4, when BANK OF AMERICA CORP /DE/ reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $62.

What does the chart on this MDRR ownership page compare?

The chart compares BANK OF AMERICA CORP /DE/'s quarterly MDRR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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