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Modiv Industrial (MDV) Institutional Ownership

Modiv Industrial logo
$18.05 0.00 (0.00%)
As of 08/19/2026
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Institutional Ownership Changes (13F Filings) for Modiv Industrial (NYSE:MDV)

Current
Institutional Ownership
Percentage
8.21%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$7.29M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.64M
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MDV Institutional Buying and Selling by Quarter

Modiv Industrial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Integrated Wealth Concepts LLC10,197$177K0.0%-5.4%0.099%
8/24/2026 California State Teachers Retirement System2,332$41K0.0%+360.9%0.023%
8/6/2026 Bank of New York Mellon Corp24,115$420K0.0%N/A0.234%
6/12/2026 Militia Capital Management LLC24,552$352K0.1%N/A0.238%
5/19/2026 Bank of America Corp DE21,079$302K0.0%+27.8%0.204%
5/14/2026 Renaissance Technologies LLC75,700$1.08M0.0%+14.7%0.734%
5/13/2026 Militia Capital Management LLC24,552$352K0.1%N/A0.238%
5/7/2026 Dimensional Fund Advisors LP82,199$1.18M0.0%+17.8%0.797%
5/7/2026 AlphaCentric Advisors LLC10,000$143K0.1%N/A0.097%
5/5/2026 Bank of New York Mellon Corp22,170$317K0.0%-5.7%0.215%
4/23/2026 North Star Investment Management Corp.60,000$859K0.1%N/A0.581%
3/23/2026 J. Derek Lewis & Associates Inc.10,179$146K0.0%N/A0.099%
2/17/2026 Royal Bank of Canada2,209$32K0.0%+648.8%0.022%
2/17/2026 Rothschild Wealth LLC23,000$331K0.0%N/A0.224%
2/16/2026 Barclays PLC18,088$260K0.0%+36.8%0.176%
2/13/2026 Meixler Investment Management Ltd.71,086$1.02M0.6%N/A0.692%
2/13/2026 Charles Schwab Investment Management Inc.31,343$451K0.0%+19.0%0.305%
2/13/2026 State Street Corp120,787$1.75M0.0%+12.0%1.176%
2/13/2026 Wells Fargo & Company MN10,488$151K0.0%+46.3%0.102%
2/12/2026 Renaissance Technologies LLC65,998$950K0.0%-8.0%0.642%
2/12/2026 Dimensional Fund Advisors LP69,760$1.00M0.0%+2.4%0.679%
2/10/2026 Goldman Sachs Group Inc.31,777$457K0.0%+154.7%0.309%
1/30/2026 State of New Jersey Common Pension Fund D90,000$1.30M0.0%+20.0%0.876%
1/23/2026 Blankinship & Foster LLC15,217$219K0.0%N/A0.148%
1/1/2026 JPMorgan Chase & Co.11,022$161K0.0%+123.3%0.107%
12/2/2025 Allworth Financial LP17,303$253K0.0%N/A0.168%
11/17/2025Perritt Capital Management Inc23,000$337K0.2%-92.9%0.226%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,354$64K0.0%-14.8%0.043%
11/17/2025 Citadel Advisors LLC10,861$159K0.0%-49.6%0.107%
11/17/2025 Bank of America Corp DE10,482$153K0.0%+248.2%0.103%
11/17/2025 Bard Associates Inc.52,925$777K0.2%-48.9%0.521%
11/14/2025 Two Sigma Investments LP56,311$824K0.0%N/A0.554%
11/13/2025 BNP Paribas Financial Markets2,185$32K0.0%+65.7%0.022%
11/12/2025 Dimensional Fund Advisors LP68,123$997K0.0%+48.6%0.671%
11/7/2025Vanguard Group Inc.494,730$7.24M0.0%-2.4%4.870%
11/7/2025 JPMorgan Chase & Co.11,022$161K0.0%+123.3%0.109%
11/7/2025 State of New Jersey Common Pension Fund D75,000$1.10M0.0%+50.0%0.738%
11/6/2025 Rhumbline Advisers14,335$210K0.0%-6.1%0.141%
11/4/2025 Penserra Capital Management LLC74,973$1.10M0.0%+3.5%0.738%
11/3/2025 New York State Common Retirement Fund5,400$79K0.0%-23.9%0.053%
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8/15/2025 Man Group plc17,932$252K0.0%-20.4%0.176%
8/15/2025 Bank of America Corp DE3,010$42K0.0%+3,913.3%0.030%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,113$72K0.0%N/A0.050%
8/13/2025 Marshall Wace LLP57,982$816K0.0%-2.6%0.571%
8/13/2025 New York State Common Retirement Fund7,100$100K0.0%N/A0.070%
8/12/2025 Private Management Group Inc.15,914$224K0.0%N/A0.157%
8/12/2025 Rhumbline Advisers15,265$215K0.0%N/A0.150%
8/12/2025 Hillsdale Investment Management Inc.9,140$129K0.0%-33.3%0.090%
8/12/2025 JPMorgan Chase & Co.4,935$69K0.0%+858.3%0.049%
8/11/2025 LSV Asset Management16,300$230K0.0%N/A0.161%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,118$30K0.0%N/A0.021%
8/8/2025 Geode Capital Management LLC224,351$3.16M0.0%+130.1%2.217%
8/7/2025 Los Angeles Capital Management LLC49,195$693K0.0%N/A0.486%
8/6/2025 Penserra Capital Management LLC72,438$1.02M0.0%+6.3%0.716%
7/31/2025 State of New Jersey Common Pension Fund D50,000$704K0.0%+21.2%0.494%
7/25/2025CWM LLC5,448$77K0.0%-22.2%0.054%
6/27/2025 Goldman Sachs Group Inc.34,557$555K0.0%+38.5%0.341%
5/19/2025Jane Street Group LLC45,494$730K0.0%+129.2%0.450%
5/16/2025Goldman Sachs Group Inc.34,557$555K0.0%+38.5%0.342%
5/16/2025Jones Financial Companies Lllp300,425$4.82M0.0%+117,253.5%2.969%
5/14/2025Crossingbridge Advisors LLC16,989$273K0.1%N/A0.168%
5/13/2025Resona Asset Management Co. Ltd.4,055$64K0.0%+22.1%0.040%
5/8/2025Jefferies Financial Group Inc.10,766$173K0.0%N/A0.107%
5/1/2025CWM LLC7,000$112K0.0%+12.4%0.070%
4/29/2025Penserra Capital Management LLC68,128$1.09M0.0%+20.8%0.684%
2/17/2025Man Group plc11,766$175K0.0%N/A0.122%
2/17/2025Millennium Management LLC38,344$571K0.0%+154.1%0.398%
2/17/2025683 Capital Management LLC21,565$321K0.0%N/A0.224%
2/14/2025Jane Street Group LLC19,849$295K0.0%N/A0.206%
2/14/2025Schonfeld Strategic Advisors LLC11,764$175K0.0%N/A0.122%
2/14/2025Northern Trust Corp16,687$248K0.0%+19.6%0.173%
2/14/2025Dimensional Fund Advisors LP35,454$528K0.0%+23.3%0.367%
2/13/2025Marshall Wace LLP22,811$339K0.0%N/A0.236%
2/13/2025Barclays PLC15,247$227K0.0%+192.9%0.158%
2/13/2025TT Capital Management LLC10,600$158K0.1%N/A0.110%
2/13/2025Renaissance Technologies LLC69,600$1.04M0.0%-21.5%0.721%
2/13/2025Resona Asset Management Co. Ltd.3,321$50K0.0%N/A0.034%
2/11/2025Hillsdale Investment Management Inc.16,700$248K0.0%N/A0.173%
2/6/2025Bard Associates Inc.103,940$1.56M0.5%-1.9%1.077%
2/5/2025Bailard Inc.13,302$198K0.0%+5.7%0.138%
1/28/2025Sumitomo Mitsui Trust Group Inc.11,569$172K0.0%N/A0.120%
11/19/2024Barclays PLC5,206$87K0.0%N/A0.054%
11/16/2024Geode Capital Management LLC91,777$1.54M0.0%+25.3%0.951%
11/15/2024Barclays PLC5,206$87K0.0%N/A0.054%
11/15/2024Nomura Asset Management Co. Ltd.12,200$205K0.0%N/A0.126%
11/15/2024State Street Corp15,135$256K0.0%+16.3%0.157%
11/13/2024Daiwa Securities Group Inc.2,656$45K0.0%N/A0.028%
11/6/2024Bard Associates Inc.105,940$1.79M0.6%-0.9%1.125%
11/1/2024Hollencrest Capital Management5,378$90K0.0%N/A0.057%
10/30/2024Asset Management One Co. Ltd.12,598$212K0.0%N/A0.133%
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10/16/2024Naviter Wealth LLC10,500$177K0.0%N/A0.111%
8/14/2024Marshall Wace LLP10,097$143K0.0%N/A0.107%
8/9/2024Renaissance Technologies LLC47,100$666K0.0%+20.2%0.498%
8/9/2024Dimensional Fund Advisors LP22,929$324K0.0%+56.9%0.243%
7/26/2024Bailard Inc.10,517$149K0.0%N/A0.111%
2/13/2024Bard Associates Inc.107,465$1.61M0.6%+1.5%1.416%
11/8/2023State of New Jersey Common Pension Fund D46,000$768K0.0%+17.8%0.610%
8/14/2023Perritt Capital Management Inc.11,000$165K0.1%+21.3%0.146%
8/2/2023State of New Jersey Common Pension Fund D39,065$586K0.0%N/A0.517%
5/3/2023Integrated Wealth Concepts LLC12,624$134K0.0%N/A0.167%


MDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of Modiv Industrial. The most heavily invested institutionals were Vanguard Group Inc. ($7.24M), Jones Financial Companies Lllp ($4.82M), Geode Capital Management LLC ($3.16M), State Street Corp ($1.75M), State of New Jersey Common Pension Fund D ($1.30M), Dimensional Fund Advisors LP ($1.18M), and Penserra Capital Management LLC ($1.10M).Learn more on Modiv Industrial's institutional investors.

8.21% of Modiv Industrial's stock is owned by institutional investors. Learn more on MDV's institutional investor holdings.

Of the 53 institutional investors that purchased Modiv Industrial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($300.17K), Geode Capital Management LLC ($145.40K), Meixler Investment Management Ltd. ($71.09K), North Star Investment Management Corp. ($60K), Two Sigma Investments LP ($56.31K), Los Angeles Capital Management LLC ($49.20K), and Militia Capital Management LLC ($49.10K).

Institutional investors have bought a total of 499,183 shares in the last 24 months. This purchase volume represents approximately $7.29M in transactions.

Of the 10 institutional investors that sold Modiv Industrial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perritt Capital Management Inc ($300.84K), Bard Associates Inc. ($50.72K), Vanguard Group Inc. ($12.03K), Citadel Advisors LLC ($10.67K), Renaissance Technologies LLC ($5.75K), New York State Common Retirement Fund ($1.70K), and Bank of New York Mellon Corp ($1.34K).

Institutional investors have sold a total of 385,319 shares in the last 24 months. This volume of shares sold represents approximately $5.64M in transactions.


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Institutional ownership data for NYSE:MDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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