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

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MDV on NYSE
Shares outstanding
10,158,727
Price per share
$14.39
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,331,940
Total reported value
$34,154,376
% of total 13F portfolios
0%
Share change
+19,959
Value change
+$377,448
Number of holders
76
Price from insider filings
$14.39
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MODIV INDUSTRIAL, INC. - Common Stock (MDV) based on Schedule 13D/G filings

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 Sep 2025, 76 institutional investors reported holding 2,331,940 shares of MODIV INDUSTRIAL, INC. - Common Stock (MDV). This represents 23% of the company’s total 10,158,727 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MODIV INDUSTRIAL, INC. - Common Stock (MDV) together control 21% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.1% 521,743 +7.7% 0% $7,638,317
VANGUARD GROUP INC 4.9% 494,730 -2.4% 0% $7,242,848
GEODE CAPITAL MANAGEMENT, LLC 2.2% 226,545 +0.98% 0% $3,317,449
STATE STREET CORP 1.1% 107,817 +10% 0% $1,588,953
State of New Jersey Common Pension Fund D 0.74% 75,000 +50% 0% $1,098,000
Penserra Capital Management LLC 0.74% 74,973 +3.5% 0.01% $1,097,000
NORTHERN TRUST CORP 0.72% 73,395 +2.8% 0% $1,074,503
RENAISSANCE TECHNOLOGIES LLC 0.71% 71,749 +1.1% 0% $1,050,405
DIMENSIONAL FUND ADVISORS LP 0.67% 68,123 +49% 0% $997,320
TWO SIGMA INVESTMENTS, LP 0.55% 56,311 0% $824,393
BARD ASSOCIATES INC 0.52% 52,925 -49% 0.21% $777,165
UBS Group AG 0.31% 31,094 +235% 0% $455,216
MORGAN STANLEY 0.28% 28,727 -6.7% 0% $420,563
TWO SIGMA ADVISERS, LP 0.28% 28,700 0% $420,168
LPL Financial LLC 0.28% 28,071 +8.5% 0% $410,956
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% 26,343 0% 0% $385,662
Bank of New York Mellon Corp 0.23% 23,691 +8.2% 0% $346,843
Perritt Capital Management Inc 0.23% 23,000 0% 0.16% $336,720
Allworth Financial LP 0.17% 17,303 0% $253,316
LSV ASSET MANAGEMENT 0.16% 16,300 0% 0% $239,000
PRIVATE MANAGEMENT GROUP INC 0.16% 15,914 0% 0.01% $232,981
Mariner, LLC 0.16% 15,751 0% $230,598
RHUMBLINE ADVISERS 0.14% 14,335 -6.1% 0% $209,859
NOMURA ASSET MANAGEMENT CO LTD 0.14% 14,100 +16% 0% $206,424
Integrated Wealth Concepts LLC 0.14% 13,964 +1.1% 0% $204,436

Institutional Holders of MODIV INDUSTRIAL, INC. - Common Stock (MDV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,838 $199,257 +$1,481 $14.39 5
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