HolderBook

MODIV INDUSTRIAL INC (MDV)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

93
Reporting holders
$66.4M
Reported value
37.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+7
Holder change

Institutions report 3,815,422 shares against 10,323,670 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$11.0M632,4410.00%8q+16.9%+$1.6M
VANGUARD CAPITAL MANAGEMENT LLC$7.5M429,7960.00%2q+11.5%+$769.7K
STATE STREET CORP$4.7M265,7200.00%11q+111.2%+$2.4M
GEODE CAPITAL MANAGEMENT, LLC$4.5M256,5050.00%16q+4.0%+$171.8K
ABC ARBITRAGE SA$3.2M183,8220.35%newNEW
TWO SIGMA INVESTMENTS, LP$2.5M141,0670.00%4q+47.8%+$794.0K
North Star Investment Management Corp.$2.1M122,0000.12%2q+103.3%+$1.1M
Meixler Investment Management, Ltd.$2.1M121,1621.16%3q-29.3%-$874.5K
GARDNER LEWIS ASSET MANAGEMENT L P$1.9M109,5930.42%newNEW
MILLENNIUM MANAGEMENT LLC$1.7M96,2160.00%newNEW
DIMENSIONAL FUND ADVISORS LP$1.7M95,6810.00%10q+16.4%+$234.6K
GLAZER CAPITAL, LLC$1.5M86,0340.04%newNEW
NORTHERN TRUST CORP$1.3M76,6800.00%15q+9.2%+$112.4K
PRELUDE CAPITAL MANAGEMENT, LLC$1.2M68,9000.09%newNEW
Penserra Capital Management LLC$1.2M67,4410.01%7q-15.9%-$221.7K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.1M65,4280.00%2q+19.3%+$184.1K
State of New Jersey Common Pension Fund D$1.1M65,0000.00%6q-38.1%-$696.0K
VANGUARD FIDUCIARY TRUST CO$1.1M64,1510.00%2q+5.9%+$62.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M59,2330.00%2q+408.7%+$828.1K
MORGAN STANLEY$1.0M59,0850.00%12q+35.8%+$271.1K
ALPINE ASSOCIATES MANAGEMENT INC.$870.0K50,0000.05%newNEW
LMR Partners LLP$754.4K43,3560.00%newNEW
RENAISSANCE TECHNOLOGIES LLC$622.9K35,8000.00%11q-52.7%-$694.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$581.1K33,3990.00%5q+15.0%+$76.0K
Sixth Street Partners Management Company, L.P.$581.1K33,3990.00%newNEW
Polar Asset Management Partners Inc.$527.5K30,3170.01%newNEW
GOLDMAN SACHS GROUP INC$479.0K27,5280.00%4q-40.1%-$321.3K
Bank of New York Mellon Corp$419.6K24,1150.00%5q+8.8%+$33.8K
Alessandra Capital Management, LLC$417.5K23,9950.30%3qHELD
LPL Financial LLC$416.2K23,9210.00%8q-16.9%-$84.7K
CITADEL ADVISORS LLC$410.7K23,6060.00%newNEW
Verition Fund Management LLC$394.8K22,6880.00%newNEW
Schonfeld Strategic Advisors LLC$390.4K22,4370.00%newNEW
Integrated Wealth Concepts LLC$354.8K20,3940.00%2q+89.2%+$167.3K
Nuveen, LLC$347.3K19,9600.00%5q+45.5%+$108.6K
UBS Group AG$309.5K17,7900.00%11q-31.4%-$141.6K
LSV ASSET MANAGEMENT$284.0K16,3000.00%5qHELD
PRIVATE MANAGEMENT GROUP INC$276.9K15,9140.01%5qHELD
Bridgewater Associates, LP$275.4K15,8250.00%newNEW
Mariner, LLC$265.2K15,2430.00%newNEW
Blankinship & Foster, LLC$264.8K15,2170.05%3qHELD
XTX Topco Ltd$255.2K14,6670.00%newNEW
NOMURA ASSET MANAGEMENT CO LTD$245.3K14,1000.00%8qHELD
Asset Management One Co., Ltd.$219.2K12,5980.00%8qHELD
AQR CAPITAL MANAGEMENT LLC$215.3K12,3740.00%4q+6.5%+$13.1K
PenderFund Capital Management Ltd.$214.9K12,3500.03%newNEW
RHUMBLINE ADVISERS$211.1K12,1330.00%5q+1.3%+$2.8K
REGATTA CAPITAL GROUP, LLC$209.9K12,0610.03%9qHELD
Sumitomo Mitsui Trust Group, Inc.$194.1K11,1550.00%7qHELD
Legal & General Group Plc$177.7K10,2110.00%5q+1108.4%+$163.0K
Mitsubishi UFJ Asset Management Co., Ltd.$169.1K9,7160.00%8q+63.1%+$65.4K
DEUTSCHE BANK AG\$164.7K9,4660.00%2q+126.0%+$91.8K
JPMORGAN CHASE & CO$158.5K9,0910.00%12q+101.9%+$80.0K
Russell Investments Group, Ltd.$156.7K9,0050.00%4q+248.4%+$111.7K
WELLS FARGO & COMPANY/MN$141.3K8,1230.00%16q+13.1%+$16.3K
MetLife Investment Management, LLC$113.2K6,5030.00%8q+2335.6%+$108.5K
NEW YORK STATE COMMON RETIREMENT FUND$94.0K5,4000.00%5qHELD
HOLLENCREST CAPITAL MANAGEMENT$93.6K5,3780.01%8qHELD
CITIGROUP INC$77.9K4,4750.00%8q+879.2%+$69.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$77.7K4,4670.00%5qHELD
FMR LLC$76.5K4,3940.00%10q+1041.3%+$69.8K
Vanguard Global Advisers, LLC$70.5K4,0540.00%2qHELD
Resona Asset Management Co.,Ltd.$70.0K4,0170.00%8qHELD
Daiwa Securities Group Inc.$61.6K3,5420.00%8q+10.8%+$6.0K
PNC Financial Services Group, Inc.$45.7K2,6250.00%4q+418.8%+$36.9K
JONES FINANCIAL COMPANIES LLLP$44.6K2,5270.00%7q+70.9%+$18.5K
Police & Firemen's Retirement System of New Jersey$36.9K2,1180.00%5qHELD
STRS OHIO$31.3K1,8000.00%5qHELD
BNP PARIBAS FINANCIAL MARKETS$27.1K1,5550.00%5q-23.8%-$8.5K
BARCLAYS PLC$26.0K1,4920.00%8q-85.6%-$154.2K
ROYAL BANK OF CANADA$20.0K1,1470.00%6q+341.2%+$15.5K
Ameritas Investment Partners, Inc.$16.6K9550.00%5qHELD
Tower Research Capital LLC (TRC)$15.9K9130.00%6q-15.7%-$3.0K
State of Alaska, Department of Revenue$12.0K7060.00%3qHELD
Steward Partners Investment Advisory, LLC$11.9K6840.00%newNEW
Arax Advisory Partners$7.7K4400.00%newNEW
GAMMA Investing LLC$7.2K4150.00%3q+11.9%
Reyes Financial Architecture, Inc.$7.2K4150.00%7qHELD
AMERIFLEX GROUP, INC.$7.0K4040.00%7qHELD
MERCER GLOBAL ADVISORS INC /ADV$4.3K2460.00%newNEW
TD PRIVATE CLIENT WEALTH LLC$3.8K2160.00%newNEW
Sterling Capital Management LLC$3.1K1780.00%5q-46.1%-$2.6K
Cornerstone Planning Group LLC$697380.00%2qHELD
NISA INVESTMENT ADVISORS, LLC$613350.00%16q-96.0%-$14.9K
Caitong International Asset Management Co., Ltd$244140.00%newNEW
Allworth Financial LP$227130.00%4qHELD
EverSource Wealth Advisors, LLC$209120.00%4q-65.7%
Farther Finance Advisors, LLC$191110.00%4q+10.0%
Essential Partners LLC$8750.00%4q-85.7%
ROTHSCHILD INVESTMENT LLC$3520.00%newNEW
IFP Advisors, Inc$3520.00%4q-83.3%
HUNTINGTON NATIONAL BANK$1710.00%6qHELD
Covestor Ltd$0140.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-26Halfacre Aaron ScottCEO and PresidentBought5,766$100.9K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202693$66.4M3,815,4222333150.0%
Q1 202686$39.8M2,770,1921128160.0%
Q4 202578$35.4M2,458,949618220.0%
Q3 202577$34.3M2,343,2481825140.0%
Q2 202570$32.6M2,315,201232480.0%
Q1 202557$27.6M1,722,2561025100.0%
Q4 202451$22.0M1,479,090121750.0%
Q3 202439$17.7M1,051,831131540.0%
Q2 202429$11.7M823,17641480.0%
Q1 202426$14.2M843,2224950.0%
Q4 202326$11.3M755,00851200.0%
Q3 202320$11.3M674,5157630.0%
Q2 202313$8.3M551,1283410.0%
Q1 202313$5.3M503,2072410.0%
Q4 202214$5.7M471,2925230.0%
Q3 202212$6.7M461,0285410.0%
Q2 202212$4.6M259,06410200.0%
Q1 20224$258.0K14,4074000.0%