Security Snapshot

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

CUSIP: 60784B101

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

Latest Period

Q1 2026

Institutions Reporting

86

Shares (Excl. Options)

2,742,048

Price

$14.32

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+267,500
Value change
+$3,875,493
Number of holders
86
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
10,158,727
SEC-reported price per share
$14.32
Insider filing price
$14.32
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MDV - MODIV INDUSTRIAL, INC. - Common Stock is tracked under CUSIP 60784B101.
  • 86 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 78 to 86 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $35,402,141 to $39,368,096.

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 86 institutions filings for Q1 2026.

Open SEC evidence

Security key

60784B101

Latest holder period

Q1 2026

13F holders

86

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 31 Mar 2026, 86 institutional investors reported holding 2,742,048 shares of MODIV INDUSTRIAL, INC. - Common Stock (MDV). This represents 27% of the company’s total 10,158,727 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
24%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.3% 540,872 -0.9% 0% $7,745,287
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 385,558 0% 0% $5,521,191
GEODE CAPITAL MANAGEMENT, LLC 2.4% 246,633 +8.9% 0% $3,532,596
Meixler Investment Management, Ltd. 1.7% 171,423 +141% 1.4% $2,543,917
STATE STREET CORP 1.2% 125,804 +4.2% 0% $1,813,821
State of New Jersey Common Pension Fund D 1% 105,000 +17% 0.01% $1,503,600
TWO SIGMA INVESTMENTS, LP 0.94% 95,433 +58% 0% $1,366,601
DIMENSIONAL FUND ADVISORS LP 0.81% 82,199 +18% 0% $1,177,090
Penserra Capital Management LLC 0.79% 80,189 +2.9% 0.01% $1,148,000
RENAISSANCE TECHNOLOGIES LLC 0.75% 75,700 +15% 0% $1,084,024
NORTHERN TRUST CORP 0.69% 70,220 +1.5% 0% $1,005,550
VANGUARD FIDUCIARY TRUST CO 0.6% 60,555 0% 0% $867,148
North Star Investment Management Corp. 0.59% 60,000 0.05% $859,200
VANGUARD PORTFOLIO MANAGEMENT LLC 0.54% 54,849 0% 0% $785,438
GOLDMAN SACHS GROUP INC 0.45% 45,994 +45% 0% $658,634
MORGAN STANLEY 0.43% 43,502 +18% 0% $622,950
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.29% 29,032 -7.4% 0% $415,738
LPL Financial LLC 0.28% 28,790 +2.2% 0% $412,278
UBS Group AG 0.26% 25,930 -8.8% 0% $371,317
Militia Capital Management LLC 0.24% 24,552 0% 0.08% $351,585
Alessandra Capital Management, LLC 0.24% 23,995 +75% 0.29% $343,608
Bank of New York Mellon Corp 0.22% 22,170 -5.7% 0% $317,472
BANK OF AMERICA CORP /DE/ 0.21% 21,079 +28% 0% $301,851
MARSHALL WACE, LLP 0.18% 18,220 0% $260,910
LSV ASSET MANAGEMENT 0.16% 16,300 0% 0% $233,000

Quarter history

Institutional holders across reporting periods

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

Periods
17
Latest
Q1 2026
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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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