Modiv IndustrialMDV

13F holders, Q2 2025 (June 30)
70holders +13
23new positions
10sold out
3famous investors
$14.09avg. 13F price*

At the end of Q2 2025, 70 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 13 from Q1 2025. 23 opened new positions and 10 sold out. The largest holders were Vanguard Group Inc. ($7.1M), BlackRock, Inc. ($6.8M) and Geode Capital Management, LLC ($3.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Modiv Industrial Inc.
CUSIP
60784B101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 27Q1 2024Q2 2024: 30Q2 2024Q3 2024: 40Q3 2024Q4 2024: 51Q4 2024Q1 2025: 57Q1 2025Q2 2025: 70Q2 2025Q3 2025: 77Q3 2025Q4 2025: 78Q4 2025Q1 2026: 86Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$3.0M
Exits10$3.1M

All 13F filers, Q1 2025 → Q2 2025: 951,003 shares bought and 362,044 shares sold, net +588,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Vanguard Group Inc. 0.00% Add +10.8% 506,759 $7.1M
BlackRock, Inc. 0.00% Add +349.7% 484,434 $6.8M
Geode Capital Management, LLC 0.00% Add +130.1% 224,351 $3.2M
Bard Associates Inc. 0.47% Reduce -0.3% 103,640 $1.5M
State Street Corp. 0.00% Add +165.6% 98,000 $1.4M
Penserra Capital Management LLC 0.01% Add +6.3% 72,438 $1.0M
Northern Trust Corp. 0.00% Add +280.8% 71,408 $1.0M
Renaissance Technologies 0.00% Add +9.7% 71,000 $1000K
Marshall Wace, LLP 0.00% Reduce -2.6% 57,982 $816K
State of New Jersey Common Pension Fund D 0.00% Add +21.2% 50,000 $704K
Los Angeles Capital Management LLC 0.00% New 49,195 $693K
Dimensional Fund Advisors LP 0.00% Add +12.6% 45,858 $646K
Morgan Stanley 0.00% Add +21.9% 30,783 $433K
Charles Schwab Investment Management Inc. 0.00% New 26,343 $371K
LPL Financial LLC 0.00% Add +0.2% 25,870 $364K
Millennium Management 0.00% Reduce -79.3% 25,746 $363K
Perritt Capital Management Inc 0.17% Reduce -8.0% 23,000 $324K
Bank of New York Mellon Corp 0.00% New 21,890 $308K
Citadel Advisors 0.00% New 21,533 $303K
Man Group plc 0.00% Reduce -20.4% 17,932 $252K
Barclays PLC 0.00% Add +123.9% 16,869 $238K
LSV Asset Management 0.00% New 16,300 $230K
Private Management Group Inc. 0.01% New 15,914 $224K
Rhumbline Advisers 0.00% New 15,265 $215K
Deutsche Bank AG 0.00% New 14,177 $200K
Integrated Wealth Concepts LLC 0.00% Add +1.0% 13,808 $194K
Asset Management One Co., Ltd. 0.00% No change 12,598 $177K
Nomura Asset Management Co. Ltd. 0.00% No change 12,200 $172K
Nuveen, LLC 0.00% New 12,199 $172K
Regatta Capital Group, LLC 0.03% No change 12,061 $170K
Globeflex Capital L P 0.01% No change 11,695 $165K
Susquehanna International Group, LLP 0.00% Reduce -83.3% 11,589 $163K
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 11,569 $163K
TT Capital Management LLC 0.12% Add +1.0% 10,100 $142K
UBS Group AG 0.00% Add +59.9% 9,287 $131K
Hillsdale Investment Management Inc. 0.00% Reduce -33.3% 9,140 $129K
New York State Common Retirement Fund 0.00% New 7,100 $100K
MetLife Investment Management, LLC 0.00% Add +2525.2% 6,563 $92K
Wells Fargo & Company 0.00% Add +1793.7% 6,003 $85K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 5,956 $84K
Cwm, LLC 0.00% Reduce -22.2% 5,448 $77K
Hollencrest Capital Management 0.00% No change 5,378 $76K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 5,113 $72K
JPMorgan Chase & Co. 0.00% Add +858.3% 4,935 $69K
Resona Asset Management Co.,Ltd. 0.00% No change 4,055 $58K
Royal Bank of Canada 0.00% Add +9390.5% 3,986 $57K
Citigroup Inc. 0.00% Add +232.1% 3,138 $44K
Bank of America Corp. 0.00% Add +3913.3% 3,010 $42K
Daiwa Securities Group Inc. 0.00% No change 2,656 $37K
Police & Firemen's Retirement System of New Jersey 0.00% New 2,118 $30K
Nisa Investment Advisors, LLC 0.00% No change 2,080 $29K
STRS Ohio 0.00% New 1,800 $25K
Jones Financial Companies LLLP 0.00% Add +130.0% 1,479 $21K
BNP Paribas Financial Markets 0.00% New 1,319 $19K
FMR LLC 0.00% Add +408.7% 1,048 $15K
Ameritas Investment Partners, Inc. 0.00% New 955 $13K
Legal & General Group Plc 0.00% New 845 $12K
California State Teachers Retirement System 0.00% New 584 $8K
Raymond James Financial Inc. 0.00% New 469 $7K
Reyes Financial Architecture, Inc. 0.01% No change 415 $6K
Ameriflex Group, Inc. 0.00% No change 404 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -77.5% 285 $4K
Amalgamated Bank 0.00% New 319 $4K
Sterling Capital Management LLC 0.00% New 253 $4K
Osaic Holdings, Inc. 0.00% New 200 $3K
Team Financial Group, LLC 0.00% New 172 $2K
Roble, Belko & Company, Inc 0.00% Add +1.9% 105 $1K
Iron Horse Wealth Management, LLC 0.00% Add +3.7% 56 $781
Federated Hermes, Inc. 0.00% New 34 $479
Huntington National Bank 0.00% No change 1 $14

"% of holder's portfolio" is MDV's weight in each manager's 13F, not the share of Modiv Industrial Inc. the manager owns.