Modiv IndustrialMDV

13F holders, Q3 2025 (September 30)
77holders +7
18new positions
10sold out
3famous investors
$14.65avg. 13F price*

At the end of Q3 2025, 77 institutions reported holding Modiv Industrial Inc. (MDV) in their 13F filings, up 7 from Q2 2025. 18 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($7.6M), Vanguard Group Inc. ($7.2M) and Geode Capital Management, LLC ($3.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$2.3M
Exits10$2.1M

All 13F filers, Q2 2025 → Q3 2025: 303,574 shares bought and 282,507 shares sold, net +21,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

BlackRock, Inc. 0.00% Add +7.7% 521,743 $7.6M
Vanguard Group Inc. 0.00% Reduce -2.4% 494,730 $7.2M
Geode Capital Management, LLC 0.00% Add +1.0% 226,545 $3.3M
State Street Corp. 0.00% Add +10.0% 107,817 $1.6M
State of New Jersey Common Pension Fund D 0.00% Add +50.0% 75,000 $1.1M
Penserra Capital Management LLC 0.01% Add +3.5% 74,973 $1.1M
Northern Trust Corp. 0.00% Add +2.8% 73,395 $1.1M
Renaissance Technologies 0.00% Add +1.1% 71,749 $1.1M
Dimensional Fund Advisors LP 0.00% Add +48.5% 68,123 $997K
Two Sigma Investments, LP 0.00% New 56,311 $824K
Bard Associates Inc. 0.21% Reduce -48.9% 52,925 $777K
UBS Group AG 0.00% Add +234.8% 31,094 $455K
Morgan Stanley 0.00% Reduce -6.7% 28,727 $421K
Two Sigma Advisers, LP 0.00% New 28,700 $420K
LPL Financial LLC 0.00% Add +8.5% 28,071 $411K
Charles Schwab Investment Management Inc. 0.00% No change 26,343 $386K
Bank of New York Mellon Corp 0.00% Add +8.2% 23,691 $347K
Perritt Capital Management Inc 0.16% No change 23,000 $337K
Allworth Financial LP 0.00% New 17,303 $253K
LSV Asset Management 0.00% No change 16,300 $239K
Private Management Group Inc. 0.01% No change 15,914 $233K
Mariner, LLC 0.00% New 15,751 $231K
Rhumbline Advisers 0.00% Reduce -6.1% 14,335 $210K
Nomura Asset Management Co. Ltd. 0.00% Add +15.6% 14,100 $206K
Integrated Wealth Concepts LLC 0.00% Add +1.1% 13,964 $204K
Barclays PLC 0.00% Reduce -21.6% 13,225 $194K
Asset Management One Co., Ltd. 0.00% No change 12,598 $184K
Goldman Sachs Group Inc. 0.00% New 12,475 $183K
Nuveen, LLC 0.00% No change 12,199 $179K
Regatta Capital Group, LLC 0.03% No change 12,061 $177K
Globeflex Capital L P 0.03% No change 11,695 $171K
AQR Capital Management 0.00% New 11,609 $170K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.5% 11,170 $164K
JPMorgan Chase & Co. 0.00% Add +123.3% 11,022 $161K
Citadel Advisors 0.00% Reduce -49.6% 10,861 $159K
Los Angeles Capital Management LLC 0.00% Reduce -78.2% 10,710 $157K
Jane Street Group, LLC 0.00% New 10,589 $155K
Bank of America Corp. 0.00% Add +248.2% 10,482 $153K
Wells Fargo & Company 0.00% Add +19.5% 7,171 $105K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 5,956 $87K
Cwm, LLC 0.00% Add +6.4% 5,795 $85K
New York State Common Retirement Fund 0.00% Reduce -23.9% 5,400 $79K
Hollencrest Capital Management 0.00% No change 5,378 $79K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.8% 4,354 $64K
Resona Asset Management Co.,Ltd. 0.00% No change 4,055 $60K
Daiwa Securities Group Inc. 0.00% Add +19.3% 3,168 $46K
BNP Paribas Financial Markets 0.00% Add +65.7% 2,185 $32K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,118 $31K
FMR LLC 0.00% Add +89.1% 1,982 $29K
STRS Ohio 0.00% No change 1,800 $26K
Jones Financial Companies LLLP 0.00% No change 1,479 $22K
Nisa Investment Advisors, LLC 0.00% Reduce -34.9% 1,354 $20K
Russell Investments Group, Ltd. 0.00% New 1,033 $15K
Ameritas Investment Partners, Inc. 0.00% No change 955 $14K
Legal & General Group Plc 0.00% No change 845 $12K
Ameriflex Group, Inc. 0.00% Add +100.0% 808 $12K
Tower Research Capital LLC (TRC) 0.00% Add +180.3% 799 $12K
Sterling Capital Management LLC 0.00% Add +154.9% 645 $9K
California State Teachers Retirement System 0.00% Add +0.2% 585 $9K
Reyes Financial Architecture, Inc. 0.00% No change 415 $6K
Covestor Ltd 0.00% New 324 $5K
Amalgamated Bank 0.00% No change 319 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 294 $4K
Essential Partners LLC 0.00% New 286 $4K
Royal Bank of Canada 0.00% Reduce -92.6% 295 $4K
MetLife Investment Management, LLC 0.00% Reduce -96.0% 261 $4K
Arax Advisory Partners 0.00% New 236 $3K
Team Financial Group, LLC 0.00% Add +1.7% 175 $3K
Roble, Belko & Company, Inc 0.00% Add +1.9% 107 $2K
PNC Financial Services Group, Inc. 0.00% New 112 $2K
Citigroup Inc. 0.00% Reduce -96.6% 108 $2K
EverSource Wealth Advisors, LLC 0.00% New 83 $1K
IFP Advisors, Inc 0.00% New 24 $351
Farther Finance Advisors, LLC 0.00% New 10 $146
True Wealth Design, LLC 0.00% New 6 $88
Advisory Services Network, LLC 0.00% New 5 $73
Huntington National Bank 0.00% No change 1 $15

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