Security Snapshot

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

CUSIP: 60784B101

13F Institutional Holders and Ownership History from Q1 2022 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

91

Shares (Excl. Options)

3,615,693

Price

$17.40

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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
$18.05
Insider filing price
$18.05
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.
  • 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 $39,368,096 to $62,928,187.

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

Latest holder 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 3,615,693 shares of MODIV INDUSTRIAL, INC. - Common Stock (MDV). This represents 36% 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
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
18
Latest
Q2 2026
Rows shown
1-18 of 18
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,615,693 $62,928,187 +$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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