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
$15.39
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,434,879
Total reported value
$35,055,788
% of total 13F portfolios
0%
Share change
+102,993
Value change
+$1,463,654
Number of holders
75
Price from insider filings
$15.39
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 31 Dec 2025, 75 institutional investors reported holding 2,434,879 shares of MODIV INDUSTRIAL, INC. - Common Stock (MDV). This represents 24% 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 22% 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. 5.4% 545,772 +4.6% 0% $7,853,660
VANGUARD GROUP INC 4.8% 490,878 -0.78% 0% $7,063,734
GEODE CAPITAL MANAGEMENT, LLC 2.2% 226,507 -0.02% 0% $3,260,212
STATE STREET CORP 1.2% 120,787 +12% 0% $1,749,862
State of New Jersey Common Pension Fund D 0.89% 90,000 +20% 0% $1,295,100
Penserra Capital Management LLC 0.77% 77,923 +3.9% 0.01% $1,121,000
Meixler Investment Management, Ltd. 0.7% 71,086 0.62% $1,022,928
DIMENSIONAL FUND ADVISORS LP 0.69% 69,760 +2.4% 0% $1,003,846
NORTHERN TRUST CORP 0.68% 69,152 -5.8% 0% $995,097
RENAISSANCE TECHNOLOGIES LLC 0.65% 65,998 -8% 0% $949,711
TWO SIGMA INVESTMENTS, LP 0.59% 60,439 +7.3% 0% $869,717
TWO SIGMA ADVISERS, LP 0.49% 49,600 +73% 0% $713,744
MORGAN STANLEY 0.36% 36,766 +28% 0% $529,063
GOLDMAN SACHS GROUP INC 0.31% 31,777 +155% 0% $457,271
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.31% 31,343 +19% 0% $451,026
UBS Group AG 0.28% 28,428 -8.6% 0% $409,078
LPL Financial LLC 0.28% 28,177 +0.38% 0% $405,465
Bank of New York Mellon Corp 0.23% 23,509 -0.77% 0% $338,297
Perritt Capital Management Inc 0.23% 23,000 0% 0.55% $330,970
Rothschild Wealth LLC 0.23% 23,000 0.03% $330,970
BARCLAYS PLC 0.18% 18,088 +37% 0% $260,286
BANK OF AMERICA CORP /DE/ 0.16% 16,493 +57% 0% $237,335
LSV ASSET MANAGEMENT 0.16% 16,300 0% 0% $235,000
PRIVATE MANAGEMENT GROUP INC 0.16% 15,914 0% 0.01% $229,002
Blankinship & Foster, LLC 0.15% 15,217 0.05% $218,973

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 2,434,879 $35,055,788 +$1,463,654 $14.39 75
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