HolderBook

MODIV INDUSTRIAL INC (MDV)

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

89
Reporting holders
$60.7M
Reported value
33.8%
Of shares outstanding
0.0%
Held as options
+6
Holder change

Institutions report 3,490,081 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.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

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
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
STATE STREET CORP$2.3M132,8600.00%11q+5.6%+$123.5K
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
NORTHERN TRUST CORP$1.3M76,6800.00%15q+9.2%+$112.4K
PRELUDE CAPITAL MANAGEMENT, LLC$1.2M68,9000.09%newNEW
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
Verition Fund Management LLC$394.8K22,6880.00%newNEW
Schonfeld Strategic Advisors LLC$390.4K22,4370.00%newNEW
Nuveen, LLC$347.3K19,9600.00%5q+45.5%+$108.6K
UBS Group AG$309.5K17,7900.00%11q-31.4%-$141.6K
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
CITADEL ADVISORS LLC$205.4K11,8030.00%newNEW
Sumitomo Mitsui Trust Group, Inc.$194.1K11,1550.00%7qHELD
Legal & General Group Plc$177.7K10,2110.00%5q+1108.4%+$163.0K
Integrated Wealth Concepts LLC$177.4K10,1970.00%2q-5.4%-$10.2K
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
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
GLAZER CAPITAL, LLC$1.5K86,0340.04%newNEW
Penserra Capital Management LLC$1.2K67,4410.01%7q-15.9%
Cornerstone Planning Group LLC$697380.00%2qHELD
NISA INVESTMENT ADVISORS, LLC$613350.00%16q-96.0%-$14.9K
LSV ASSET MANAGEMENT$28416,3000.00%5qHELD
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
State of Alaska, Department of Revenue$127060.00%3qHELD
Covestor Ltd$0140.00%newNEW

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 202689$60.7M3,490,0812232150.0%
Q1 202683$38.4M2,672,9971127160.0%
Q4 202571$33.9M2,354,444517210.0%
Q3 202570$32.8M2,242,2621721140.0%
Q2 202564$31.2M2,217,935212270.0%
Q1 202552$26.2M1,631,976922100.0%
Q4 202447$21.1M1,413,728101650.0%
Q3 202437$17.6M1,049,076111540.0%
Q2 202429$11.7M823,17641480.0%
Q1 202425$13.5M804,0224850.0%
Q4 202325$10.9M731,20841200.0%
Q3 202320$11.3M674,5157630.0%
Q2 202312$8.1M538,9302410.0%
Q1 20239$5.1M476,1880310.0%
Q4 202211$5.0M414,2935220.0%
Q3 202212$6.7M461,0285410.0%
Q2 202212$4.6M259,06410200.0%
Q1 20224$258.0K14,4074000.0%