Modiv IndustrialMDV
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 40 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 10 from Q2 2024. 12 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($5.6M), Bard Associates Inc. ($1.8M) and BlackRock, Inc. ($1.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.0M |
| Exits | 2 | $143K |
All 13F filers, Q2 2024 → Q3 2024: 243,367 shares bought and 16,959 shares sold, net +226,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Vanguard Group Inc. | 0.00% | Add +2.8% | 332,904 | $5.6M |
| Bard Associates Inc. | 0.61% | Reduce -0.9% | 105,940 | $1.8M |
| BlackRock, Inc. | 0.00% | — | 97,247 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +25.3% | 91,777 | $1.5M |
| Renaissance Technologies | 0.00% | Add +88.3% | 88,700 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 31,537 | $530K |
| Dimensional Fund Advisors LP | 0.00% | Add +25.4% | 28,752 | $483K |
| Qube Research & Technologies Ltd | 0.00% | Add +14960.6% | 23,344 | $392K |
| Citadel Advisors | 0.00% | Reduce -16.8% | 20,929 | $352K |
| LPL Financial LLC | 0.00% | New | 18,639 | $313K |
| Morgan Stanley | 0.00% | Add +6.6% | 17,665 | $297K |
| State Street Corp. | 0.00% | Add +16.3% | 15,135 | $256K |
| Millennium Management | 0.00% | Add +16.4% | 15,093 | $254K |
| Northern Trust Corp. | 0.00% | No change | 13,955 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.9% | 13,420 | $225K |
| Asset Management One Co., Ltd. | 0.00% | New | 12,598 | $212K |
| Bailard, Inc. | 0.01% | Add +19.7% | 12,587 | $211K |
| UBS Group AG | 0.00% | Add +26787.0% | 12,368 | $208K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 12,200 | $205K |
| Regatta Capital Group, LLC | 0.04% | No change | 12,061 | $203K |
| Globeflex Capital L P | 0.02% | Add +88.7% | 11,695 | $196K |
| Citigroup Inc. | 0.00% | New | 11,002 | $185K |
| Perritt Capital Management Inc | 0.10% | No change | 11,000 | $185K |
| Naviter Wealth, LLC | 0.02% | New | 10,500 | $177K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 5,956 | $100K |
| Hollencrest Capital Management | 0.00% | New | 5,378 | $90K |
| Barclays PLC | 0.00% | New | 5,206 | $87K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 3,321 | $56K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,322 | $56K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,740 | $46K |
| Daiwa Securities Group Inc. | 0.00% | New | 2,656 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.8% | 609 | $10K |
| JPMorgan Chase & Co. | 0.00% | Add +2457.1% | 537 | $9K |
| MetLife Investment Management, LLC | 0.00% | New | 262 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +200.0% | 99 | $2K |
| Bank of America Corp. | 0.00% | Add +11.1% | 70 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +1.9% | 53 | $882 |
| FMR LLC | 0.00% | Reduce -69.0% | 36 | $597 |
| Wells Fargo & Company | 0.00% | No change | 1 | $11 |
| Royal Bank of Canada | 0.00% | Reduce -99.3% | 2 | $0 |
"% of holder's portfolio" is MDV's weight in each manager's 13F, not the share of Modiv Industrial Inc. the manager owns.