Security Snapshot

MODIV INDUSTRIAL, INC. - Common Stock (MDV) Institutional Ownership

CUSIP: 60784B101

13F Institutional Holders and Ownership History from Q1 2022 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

91

Shares (Excl. Options)

3.62MFull value: 3,615,693 · shares · 30 Jun 2026

Price

$17.40

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+879,866
Value change
+$15,716,681
Number of holders
91
Security identity Names, identifiers, and filing context for this profile. 1 source field
Underlying class
COMMON STOCK, CLASS C
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
10,158,727
SEC-reported price per share
$18.00
Insider filing price
$18.00
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • MDV - MODIV INDUSTRIAL, INC. - Common Stock is tracked under CUSIP 60784B101.
  • 91 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 86 to 91 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $39.37MFull value: $39,368,096 · USD · 31 Mar 2026
    to
    $62.93MFull value: $62,928,191 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 91 institutions filings for Q2 2026.

Open SEC evidence

Security key

60784B101

13F reference period

Q2 2026

13F holders

91

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
MDV
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% $7,647,239 521,743 BlackRock, Inc. 30 Sep 2025
VANGUARD GROUP INC 4.9% -2.6% $7,251,307 -$176,310 494,730 -2.4% The Vanguard Group 30 Sep 2025
As of 30 Jun 2026, 91 institutional investors reported holding
3.62MFull value: 3,615,693 · shares · 30 Jun 2026
shares of MODIV INDUSTRIAL, INC. - Common Stock (MDV). This represents 36% of the company’s total
10.16MFull value: 10,158,727 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
31%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.2% 632,441 +17% 0% $11,004,474
VANGUARD CAPITAL MANAGEMENT LLC 4.2% 429,796 +11% 0% $7,478,450
GEODE CAPITAL MANAGEMENT, LLC 2.5% 256,505 +4% 0% $4,464,241
ABC ARBITRAGE SA 1.8% 183,822 0.35% $3,198,503
TWO SIGMA INVESTMENTS, LP 1.4% 141,067 +48% 0% $2,454,566
STATE STREET CORP 1.3% 132,860 +5.6% 0% $2,325,005
North Star Investment Management Corp. 1.2% 122,000 +103% 0.12% $2,122,800
Meixler Investment Management, Ltd. 1.2% 121,162 -29% 1.2% $2,108,219
GARDNER LEWIS ASSET MANAGEMENT L P 1.1% 109,593 0.42% $1,906,918
MILLENNIUM MANAGEMENT LLC 0.95% 96,216 0% $1,674,158
DIMENSIONAL FUND ADVISORS LP 0.94% 95,681 +16% 0% $1,664,849
GLAZER CAPITAL, LLC 0.85% 86,034 0.04% $1,497,000
NORTHERN TRUST CORP 0.75% 76,680 +9.2% 0% $1,334,232
PRELUDE CAPITAL MANAGEMENT, LLC 0.68% 68,900 0.09% $1,198,860
Penserra Capital Management LLC 0.66% 67,441 -16% 0.01% $1,173,000
VANGUARD PORTFOLIO MANAGEMENT LLC 0.64% 65,428 +19% 0% $1,138,447
State of New Jersey Common Pension Fund D 0.64% 65,000 -38% 0% $1,131,000
VANGUARD FIDUCIARY TRUST CO 0.63% 64,151 +5.9% 0% $1,116,227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.58% 59,233 +409% 0% $1,030,654
MORGAN STANLEY 0.58% 59,085 +36% 0% $1,028,082
ALPINE ASSOCIATES MANAGEMENT INC. 0.49% 50,000 0.05% $870,000
LMR Partners LLP 0.43% 43,356 0.01% $754,395
RENAISSANCE TECHNOLOGIES LLC 0.35% 35,800 -53% 0% $622,920
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.33% 33,399 +15% 0% $581,143
Polar Asset Management Partners Inc. 0.3% 30,317 0.01% $527,516

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Headline period
Q2 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1 $18 -$3,704,286 $18.00 1
2026 Q2 3,615,693 $62,928,191 +$15,716,681 $17.40 91
2026 Q1 2,742,048 $39,368,096 +$3,875,493 $14.32 86
2025 Q4 2,458,948 $35,402,141 +$1,462,273 $14.39 78
2025 Q3 2,331,940 $34,154,376 +$377,448 $14.64 76
2025 Q2 2,311,171 $32,551,860 +$8,052,997 $14.08 70
2025 Q1 1,713,113 $27,498,494 +$3,795,685 $16.05 56
2024 Q4 1,479,089 $22,023,689 +$6,134,587 $14.88 50
2024 Q3 1,051,293 $17,676,070 +$3,834,544 $16.80 38
2024 Q2 823,154 $11,650,696 +$166,915 $14.14 29
2024 Q1 808,278 $13,582,446 +$1,030,105 $16.79 26
2023 Q4 752,555 $11,224,662 +$1,155,614 $14.90 26
2023 Q3 674,514 $11,267,855 +$2,087,077 $16.69 20
2023 Q2 551,127 $8,267,107 +$778,725 $15.00 13
2023 Q1 503,207 $5,348,878 +$336,816 $10.63 13
2022 Q4 471,292 $5,654,516 +$118,965 $12.00 14
2022 Q3 460,931 $6,729,460 +$2,824,362 $14.60 11
2022 Q2 259,064 $4,578,000 +$4,320,254 $17.64 12
2022 Q1 14,407 $258,000 +$258,000 $17.95 4
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