MODIV INDUSTRIAL, INC. - Common Stock (MDV)

CUSIP: 60784B101

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 6 signals
Share change
+123,236
SEC-reported price per share
$16.69
Number of holders
20
Value change
+$2,087,077
Number of buys
13
Number of sells
4
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
10,158,727

Security key

60784B101

Report period

Q3 2023

Institutions

20

Top holders

10

Ownership snapshot

Top reported holders of MDV - MODIV INDUSTRIAL, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
Raymond E. Wirta
Comparable rows
13/15
Latest evidence
30 Jun 2023
13F 3/4/5 Lead comparable stake: 3.1% 2 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC leads the comparable SEC ownership view at 3.1%.

13 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership Top 5
VANGUARD GROUP INC 3.1%
BlackRock Finance, Inc. 0.91%
GEODE CAPITAL MANAGEMENT, LLC 0.55%
State of New Jersey Common Pensio... 0.38%
Integrated Wealth Concepts LLC 0.13%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
3.1%
$4,735,290
315,686 shares
30 Jun 2023
BlackRock Finance, Inc.
13F
Company
13F
0.91%
$1,379,895
91,993 shares
30 Jun 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.55%
$833,490
55,566 shares
30 Jun 2023
State of New Jersey Common Pension Fund D
13F
Company
13F
0.38%
$585,975
39,065 shares
30 Jun 2023
Integrated Wealth Concepts LLC
13F
Company
13F
0.13%
$192,047
12,803 shares
30 Jun 2023
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
13F
0.12%
$183,000
12,198 shares
30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
20
Shares
674,514
Rows available
20
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q1 2026 Across Filers

Q1 2026 holders
86
Q3 2023 holders
20
Holder diff
-66
Investor Q1 2026 Shares Q3 2023 Shares Share Diff Share Chg % Q1 2026 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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