Modiv IndustrialMDV
13F holders, Q1 2025 (March 31)57holders +6
10new positions
4sold out
2famous investors
$16.05avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($7.3M), Millennium Management ($2.0M) and BlackRock, Inc. ($1.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Modiv Industrial Inc.
- CUSIP
- 60784B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 4 | $582K |
All 13F filers, Q4 2024 → Q1 2025: 364,443 shares bought and 121,277 shares sold, net +243,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Vanguard Group Inc. | 0.00% | Add +3.6% | 457,469 | $7.3M |
| Millennium Management | 0.00% | Add +224.0% | 124,247 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 107,730 | $1.7M |
| Bard Associates Inc. | 0.62% | No change | 103,940 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 97,501 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.0% | 69,401 | $1.1M |
| Penserra Capital Management LLC | 0.02% | Add +20.9% | 68,128 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -7.0% | 64,700 | $1.0M |
| Marshall Wace, LLP | 0.00% | Add +161.0% | 59,536 | $956K |
| Jane Street Group, LLC | 0.00% | Add +129.2% | 45,494 | $730K |
| State of New Jersey Common Pension Fund D | 0.00% | New | 41,250 | $662K |
| Dimensional Fund Advisors LP | 0.00% | Add +14.8% | 40,719 | $654K |
| State Street Corp. | 0.00% | No change | 36,899 | $596K |
| Goldman Sachs Group Inc. | 0.00% | Add +38.5% | 34,557 | $555K |
| LPL Financial LLC | 0.00% | Add +37.6% | 25,820 | $414K |
| Morgan Stanley | 0.00% | Add +23.5% | 25,247 | $405K |
| Perritt Capital Management Inc | 0.22% | Add +127.3% | 25,000 | $401K |
| Man Group plc | 0.00% | Add +91.4% | 22,516 | $361K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +81.0% | 21,287 | $342K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.4% | 18,808 | $302K |
| Northern Trust Corp. | 0.00% | Add +12.4% | 18,753 | $301K |
| Crossingbridge Advisors, LLC | 0.24% | New | 16,989 | $273K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -18.0% | 13,700 | $220K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.0% | 13,672 | $219K |
| Asset Management One Co., Ltd. | 0.00% | No change | 12,598 | $202K |
| HRT Financial LP | 0.00% | New | 12,393 | $198K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 12,200 | $196K |
| Regatta Capital Group, LLC | 0.04% | No change | 12,061 | $194K |
| Globeflex Capital L P | 0.02% | No change | 11,695 | $188K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 11,569 | $186K |
| Jefferies Financial Group Inc. | 0.00% | New | 10,766 | $173K |
| Jain Global LLC | 0.00% | New | 10,672 | $171K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,090 | $162K |
| TT Capital Management LLC | 0.14% | Reduce -5.7% | 10,000 | $161K |
| Raffa Wealth Management, LLC | 0.03% | New | 9,143 | $147K |
| Barclays PLC | 0.00% | Reduce -50.6% | 7,535 | $121K |
| Cwm, LLC | 0.00% | Add +12.4% | 7,000 | $112K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 5,956 | $96K |
| UBS Group AG | 0.00% | Add +49.7% | 5,809 | $93K |
| Hollencrest Capital Management | 0.00% | No change | 5,378 | $86K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +22.1% | 4,055 | $64K |
| Daiwa Securities Group Inc. | 0.00% | No change | 2,656 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.1% | 2,080 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,267 | $20K |
| Citigroup Inc. | 0.00% | Reduce -93.7% | 945 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +151.2% | 643 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 515 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 415 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 404 | $6K |
| Wells Fargo & Company | 0.00% | Add +31600.0% | 317 | $5K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.7% | 250 | $4K |
| FMR LLC | 0.00% | Add +472.2% | 206 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +2.0% | 103 | $2K |
| Bank of America Corp. | 0.00% | Add +5.6% | 75 | $1K |
| Royal Bank of Canada | 0.00% | New | 42 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +1.9% | 54 | $874 |
| Huntington National Bank | 0.00% | New | 1 | $16 |
"% of holder's portfolio" is MDV's weight in each manager's 13F, not the share of Modiv Industrial Inc. the manager owns.