Modiv Industrial, Inc.
MDVDelisted Aug 12, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001645873
Modiv Industrial, Inc. was delisted on Aug 12, 2026; its insiders filed their last Form 4 on Aug 12, 2026; 92 institutions reported holding it in 13F filings for Q2 2026, worth $62.9M in total; no superinvestor held it.
13F holders, Q1 2025
Institutional positions in Modiv Industrial, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 57
- +6 vs. Q4 2024
- Shares held
- 1.72M
- +243.2K (+16.4%) vs. Q4 2024
- Total value
- $27.6M
- +$5.62M (+25.5%) vs. Q4 2024
- New holders
- 10
- 25 more added
- Sold out
- 4
- 10 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 92 | $62.9M |
| Q1 2026 | 86 | $39.4M |
| Q4 2025 | 78 | $35.4M |
| Q3 2025 | 77 | $34.2M |
| Q2 2025 | 70 | $32.6M |
| Q1 2025 | 57 | $27.6M |
| Q4 2024 | 51 | $22.0M |
| Q3 2024 | 40 | $17.7M |
| Q2 2024 | 30 | $11.7M |
| Q1 2024 | 27 | $13.6M |
| Q4 2023 | 26 | $11.2M |
| Q3 2023 | 20 | $11.3M |
| Q2 2023 | 13 | $8.27M |
| Q1 2023 | 13 | $5.35M |
| Q4 2022 | 14 | $5.65M |
| Q3 2022 | 12 | $6.73M |
| Q2 2022 | 12 | $4.58M |
| Q1 2022 | 4 | $258.0K |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Modiv Industrial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $16 | 0.00% | +1 | New |
| Iron Horse Wealth Management, LLC | 54 | $874 | 0.00% | +1+1.9% | Added |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | +42 | New |
| Bank of America Corp | 75 | $1.20K | 0.00% | +4+5.6% | Added |
| Roble, Belko & Company, Inc | 103 | $2.00K | 0.00% | +2+2.0% | Added |
| FMR LLC | 206 | $3.30K | 0.00% | +170+472.2% | Added |
| MetLife Investment Management | 250 | $4.01K | 0.00% | −7−2.7% | Reduced |
| Wells Fargo & Company | 317 | $5.09K | 0.00% | +316+31,600.0% | Added |
| Ameriflex Group, Inc. | 404 | $6.48K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 415 | $6.66K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 515 | $8.27K | 0.00% | −22−4.1% | Reduced |
| Jones Financial Companies LLLP | 643 | $10.1K | 0.00% | +387+151.2% | Added |
| Citigroup Inc | 945 | $15.2K | 0.00% | −13,962−93.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,267 | $20.3K | 0.00% | +1,267 | New |
| Nisa Investment Advisors, LLC | 2,080 | $33.7K | 0.00% | −660−24.1% | Reduced |
| Daiwa Securities Group Inc. | 2,656 | $43.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 4,055 | $64.0K | 0.00% | +734+22.1% | Added |
| Hollencrest Capital Management | 5,378 | $86.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,809 | $93.2K | 0.00% | +1,929+49.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,956 | $95.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,000 | $112.0K | 0.00% | +770+12.4% | Added |
| Barclays PLC | 7,535 | $120.9K | 0.00% | −7,712−50.6% | Reduced |
| Raffa Wealth Management, LLC | 9,143 | $146.7K | 0.03% | +9,143 | New |
| TT Capital Management LLC | 10,000 | $160.5K | 0.14% | −600−5.7% | Reduced |
| Balyasny Asset Management LLC | 10,090 | $161.9K | 0.00% | +10,090 | New |
| Jain Global LLC | 10,672 | $171.3K | 0.00% | +10,672 | New |
| Jefferies Financial Group Inc. | 10,766 | $172.8K | 0.00% | +10,766 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,569 | $185.7K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 11,695 | $187.7K | 0.02% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 12,061 | $193.6K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 12,200 | $195.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,393 | $198.0K | 0.00% | +12,393 | New |
| Asset Management One Co.,Ltd. | 12,598 | $202.2K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,672 | $219.4K | 0.00% | +132+1.0% | Added |
| Hillsdale Investment Management Inc. | 13,700 | $219.9K | 0.01% | −3,000−18.0% | Reduced |
| Crossingbridge Advisors, LLC | 16,989 | $272.7K | 0.15% | +16,989 | New |
| Northern Trust Corp | 18,753 | $301.0K | 0.00% | +2,066+12.4% | Added |
| Qube Research & Technologies Ltd | 18,808 | $301.9K | 0.00% | −24,345−56.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,287 | $341.7K | 0.00% | +9,523+81.0% | Added |
| Man Group plc | 22,516 | $361.4K | 0.00% | +10,750+91.4% | Added |
| Perritt Capital Management Inc | 25,000 | $401.3K | 0.22% | +14,000+127.3% | Added |
| Morgan Stanley | 25,247 | $405.2K | 0.00% | +4,808+23.5% | Added |
| LPL Financial LLC | 25,820 | $414.4K | 0.00% | +7,050+37.6% | Added |
| Goldman Sachs Group Inc | 34,557 | $554.6K | 0.00% | +9,615+38.5% | Added |
| State Street Corp | 36,899 | $595.8K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 40,719 | $653.5K | 0.00% | +5,265+14.9% | Added |
| State of New Jersey Common Pension Fund D | 41,250 | $662.1K | 0.00% | +41,250 | New |
| Jane Street Group, LLC | 45,494 | $730.2K | 0.00% | +25,645+129.2% | Added |
| Marshall Wace, LLP | 59,536 | $955.6K | 0.00% | +36,725+161.0% | Added |
| Renaissance Technologies LLC | 64,700 | $1.04M | 0.00% | −4,900−7.0% | Reduced |
| Penserra Capital Management LLC | 68,128 | $1.09M | 0.02% | +11,753+20.8% | Added |
| Susquehanna International Group, LLP | 69,401 | $1.11M | 0.00% | −26,943−28.0% | Reduced |
| Geode Capital Management, LLC | 97,501 | $1.57M | 0.00% | +5,094+5.5% | Added |
| Bard Associates Inc | 103,940 | $1.67M | 0.62% | 00.0% | Unchanged |
| BlackRock, Inc. | 107,730 | $1.73M | 0.00% | +3,093+3.0% | Added |
| Millennium Management LLC | 124,247 | $1.99M | 0.00% | +85,903+224.0% | Added |
| Vanguard Group Inc | 457,469 | $7.34M | 0.00% | +16,095+3.6% | Added |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −21,565−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,302−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −937−100.0% | Sold out |