Modiv IndustrialMDV
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 51 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 11 from Q3 2024. 12 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($6.6M), BlackRock, Inc. ($1.6M) and Bard Associates Inc. ($1.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.0M |
| Exits | 4 | $539K |
All 13F filers, Q3 2024 → Q4 2024: 478,008 shares bought and 61,633 shares sold, net +416,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Vanguard Group Inc. | 0.00% | Add +32.6% | 441,374 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +7.6% | 104,637 | $1.6M |
| Bard Associates Inc. | 0.53% | Reduce -1.9% | 103,940 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +205.5% | 96,344 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 92,407 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -21.5% | 69,600 | $1.0M |
| Penserra Capital Management LLC | 0.02% | New | 56,375 | $838K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.9% | 43,153 | $642K |
| Millennium Management | 0.00% | Add +154.1% | 38,344 | $571K |
| State Street Corp. | 0.00% | Add +143.8% | 36,899 | $553K |
| Dimensional Fund Advisors LP | 0.00% | Add +23.3% | 35,454 | $528K |
| Goldman Sachs Group Inc. | 0.00% | New | 24,942 | $371K |
| Marshall Wace, LLP | 0.00% | New | 22,811 | $339K |
| 683 Capital Management, LLC | 0.04% | New | 21,565 | $321K |
| Morgan Stanley | 0.00% | Add +15.7% | 20,439 | $304K |
| Jane Street Group, LLC | 0.00% | New | 19,849 | $295K |
| LPL Financial LLC | 0.00% | Add +0.7% | 18,770 | $279K |
| Hillsdale Investment Management Inc. | 0.01% | New | 16,700 | $248K |
| Northern Trust Corp. | 0.00% | Add +19.6% | 16,687 | $248K |
| Barclays PLC | 0.00% | Add +192.9% | 15,247 | $227K |
| Citigroup Inc. | 0.00% | Add +35.5% | 14,907 | $222K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.9% | 13,540 | $201K |
| Bailard, Inc. | 0.01% | Add +5.7% | 13,302 | $198K |
| Asset Management One Co., Ltd. | 0.00% | No change | 12,598 | $188K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12,200 | $182K |
| Regatta Capital Group, LLC | 0.03% | No change | 12,061 | $179K |
| Man Group plc | 0.00% | New | 11,766 | $175K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 11,764 | $175K |
| Globeflex Capital L P | 0.01% | No change | 11,695 | $174K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 11,569 | $172K |
| Perritt Capital Management Inc | 0.09% | No change | 11,000 | $164K |
| TT Capital Management LLC | 0.13% | — | 10,600 | $158K |
| Cwm, LLC | 0.00% | New | 6,230 | $93K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 5,956 | $89K |
| Hollencrest Capital Management | 0.00% | No change | 5,378 | $80K |
| UBS Group AG | 0.00% | Reduce -68.6% | 3,880 | $58K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 3,321 | $50K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,322 | $49K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,740 | $41K |
| Daiwa Securities Group Inc. | 0.00% | No change | 2,656 | $40K |
| Mascoma Wealth Management LLC | 0.00% | New | 937 | $14K |
| JPMorgan Chase & Co. | 0.00% | No change | 537 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 415 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 404 | $6K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 257 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 256 | $4K |
| Bank of America Corp. | 0.00% | Add +1.4% | 71 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +2.0% | 101 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 53 | $795 |
| FMR LLC | 0.00% | No change | 36 | $529 |
| Wells Fargo & Company | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is MDV's weight in each manager's 13F, not the share of Modiv Industrial Inc. the manager owns.