Modiv IndustrialMDV
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 30 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 3 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($4.6M), Bard Associates Inc. ($1.5M) and BlackRock Inc. ($1.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Modiv Industrial Inc.
- CUSIP
- 60784B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $509K |
| Exits | 2 | $274K |
All 13F filers, Q1 2024 → Q2 2024: 81,719 shares bought and 66,821 shares sold, net +14,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Vanguard Group Inc. | 0.00% | Add +0.7% | 323,898 | $4.6M |
| Bard Associates Inc. | 0.58% | Reduce -0.0% | 106,940 | $1.5M |
| BlackRock Inc. | 0.00% | Add +5.0% | 95,547 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Add +18.6% | 73,228 | $1.0M |
| Renaissance Technologies | 0.00% | Add +20.1% | 47,100 | $666K |
| Citadel Advisors | 0.00% | Add +26.8% | 25,160 | $356K |
| Dimensional Fund Advisors LP | 0.00% | Add +56.9% | 22,929 | $324K |
| Morgan Stanley | 0.00% | Add +6.2% | 16,572 | $234K |
| Northern Trust Corp. | 0.00% | Add +25.7% | 13,955 | $197K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.0% | 13,300 | $188K |
| State Street Corp. | 0.00% | Add +6.5% | 13,014 | $185K |
| Millennium Management | 0.00% | Reduce -62.0% | 12,961 | $183K |
| Regatta Capital Group, LLC | 0.04% | New | 12,061 | $171K |
| Perritt Capital Management Inc | 0.09% | No change | 11,000 | $156K |
| Bailard, Inc. | 0.00% | New | 10,517 | $149K |
| Marshall Wace, LLP | 0.00% | New | 10,097 | $143K |
| Globeflex Capital L P | 0.01% | Reduce -28.5% | 6,198 | $88K |
| Osaic Holdings, Inc. | 0.00% | New | 3,322 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,740 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +58.4% | 1,833 | $26K |
| Royal Bank of Canada | 0.00% | Add +423.7% | 309 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.2% | 155 | $2K |
| FMR LLC | 0.00% | Add +222.2% | 116 | $2K |
| Bank of America Corp. | 0.00% | Reduce -97.7% | 63 | $891 |
| Iron Horse Wealth Management, LLC | 0.00% | Add +2.0% | 52 | $729 |
| UBS Group AG | 0.00% | Reduce -93.4% | 46 | $651 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.4% | 21 | $297 |
| Gradient Investments LLC | 0.00% | Add +33.3% | 20 | $283 |
| Wells Fargo & Company | 0.00% | Reduce -97.9% | 1 | $12 |
| Roble, Belko & Company, Inc | 0.00% | New | 33 | $0 |
"% of holder's portfolio" is MDV's weight in each manager's 13F, not the share of Modiv Industrial Inc. the manager owns.