MODIV INDUSTRIAL, INC. - MDV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 632,441 | 11,004 | 0.0% | 0.0% | 1 | +91,569 | 16.93% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 429,796 | 7,478 | 0.0% | 0.0% | 2 | +44,238 | 11.47% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 256,505 | 4,464 | 0.0% | 0.0% | 3 | +9,872 | 4.0% | Q2 2026 | Aug 12, 2026 |
| ABC ARBITRAGE SA | History | New | 183,822 | 3,198 | 0.35% | — | 4 | +183,822 | New | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 141,067 | 2,454 | 0.0% | 0.0% | 5 | +45,634 | 47.82% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 132,860 | 2,325 | 0.0% | 0.0% | 6 | +7,056 | 5.61% | Q2 2026 | Sep 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 122,000 | 2,122 | 0.12% | 0.05% | 7 | +62,000 | 103.33% | Q2 2026 | Jul 28, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 121,162 | 2,108 | 1.16% | 1.37% | 8 | -50,261 | -29.32% | Q2 2026 | Aug 03, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 109,593 | 1,906 | 0.42% | — | 9 | +109,593 | New | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 96,216 | 1,674 | 0.0% | — | 10 | +96,216 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 95,681 | 1,664 | 0.0% | 0.0% | 11 | +13,482 | 16.4% | Q2 2026 | Aug 11, 2026 |
| GLAZER CAPITAL, LLC | History | New | 86,034 | 1,497 | 0.04% | — | 12 | +86,034 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 76,680 | 1,334 | 0.0% | 0.0% | 13 | +6,460 | 9.2% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 68,900 | 1,198 | 0.09% | — | 14 | +68,900 | New | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Reduced | 67,441 | 1,173 | 0.01% | 0.01% | 15 | -12,748 | -15.9% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 65,428 | 1,138 | 0.0% | 0.0% | 16 | +10,579 | 19.29% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 65,000 | 1,131 | 0.0% | 0.01% | 17 | -40,000 | -38.1% | Q2 2026 | Aug 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 64,151 | 1,116 | 0.0% | 0.0% | 18 | +3,596 | 5.94% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,233 | 1,030 | 0.0% | 0.0% | 19 | +47,590 | 408.74% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 59,085 | 1,028 | 0.0% | 0.0% | 20 | +15,583 | 35.82% | Q2 2026 | Aug 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 50,000 | 870 | 0.05% | — | 21 | +50,000 | New | Q2 2026 | Aug 06, 2026 |
| LMR Partners LLP | History | New | 43,356 | 754 | 0.0% | — | 22 | +43,356 | New | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 35,800 | 622 | 0.0% | 0.0% | 23 | -39,900 | -52.71% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 33,399 | 581 | 0.0% | 0.0% | 24 | +4,367 | 15.04% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 30,317 | 527 | 0.01% | — | 25 | +30,317 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 27,528 | 478 | 0.0% | 0.0% | 26 | -18,466 | -40.15% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 24,115 | 419 | 0.0% | 0.0% | 27 | +1,945 | 8.77% | Q2 2026 | Aug 06, 2026 |
| Alessandra Capital Management, LLC | History | No change | 23,995 | 417 | 0.3% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | Reduced | 23,921 | 416 | 0.0% | 0.0% | 29 | -4,869 | -16.91% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 22,437 | 390 | 0.0% | — | 30 | +22,437 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 19,960 | 347 | 0.0% | 0.0% | 31 | +6,244 | 45.52% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 17,790 | 309 | 0.0% | 0.0% | 32 | -8,140 | -31.39% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 16,300 | 284 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 15,914 | 276 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bridgewater Associates, LP | History | New | 15,825 | 275 | 0.0% | — | 35 | +15,825 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | New | 15,243 | 265 | 0.0% | — | 36 | +15,243 | New | Q2 2026 | Aug 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 15,217 | 264 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | New | 14,667 | 255 | 0.0% | — | 38 | +14,667 | New | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 14,100 | 245 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | No change | 12,598 | 219 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,374 | 215 | 0.0% | 0.0% | 41 | +755 | 6.5% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | New | 12,350 | 214 | 0.03% | — | 42 | +12,350 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,133 | 211 | 0.0% | 0.0% | 43 | +159 | 1.33% | Q2 2026 | Aug 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 12,061 | 209 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,803 | 205 | 0.0% | — | 45 | +11,803 | New | Q2 2026 | Sep 02, 2026 |
| Verition Fund Management LLC | History | New | 11,344 | 197 | 0.0% | — | 46 | +11,344 | New | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 11,155 | 194 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | Added to | 10,211 | 177 | 0.0% | 0.0% | 48 | +9,366 | 1108.4% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,197 | 177 | 0.0% | 0.0% | 49 | -584 | -5.42% | Q2 2026 | Sep 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 9,716 | 169 | 0.0% | 0.0% | 50 | +3,760 | 63.13% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,466 | 164 | 0.0% | 0.0% | 51 | +5,278 | 126.03% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,091 | 158 | 0.0% | 0.0% | 52 | +4,589 | 101.93% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,005 | 156 | 0.0% | 0.0% | 53 | +6,420 | 248.36% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,123 | 141 | 0.0% | 0.0% | 54 | +4,531 | 126.14% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 6,503 | 113 | 0.0% | 0.0% | 55 | +6,236 | 2335.58% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,400 | 93 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,378 | 93 | 0.01% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 5,734 | 82 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 4,475 | 77 | 0.0% | 0.0% | 59 | +4,018 | 879.21% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,467 | 77 | 0.0% | 0.0% | 60 | +13 | 0.29% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 4,394 | 76 | 0.0% | 0.0% | 61 | +4,009 | 1041.3% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,054 | 70 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 4,017 | 70 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,542 | 61 | 0.0% | 0.0% | 64 | +345 | 10.79% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,625 | 45 | 0.0% | 0.0% | 65 | +2,119 | 418.77% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,527 | 44 | 0.0% | 0.0% | 66 | +1,048 | 70.86% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,118 | 36 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 1,800 | 31 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,555 | 27 | 0.0% | 0.0% | 69 | -486 | -23.81% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 1,492 | 25 | 0.0% | 0.0% | 70 | -8,862 | -85.59% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,147 | 20 | 0.0% | 0.0% | 71 | +887 | 341.15% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 955 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 913 | 15 | 0.0% | 0.0% | 73 | -170 | -15.7% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 706 | 12 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 684 | 11 | 0.0% | — | 75 | +684 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 440 | 7 | 0.0% | — | 79 | +440 | New | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 415 | 7 | 0.0% | 0.0% | 76 | +44 | 11.86% | Q2 2026 | Jul 07, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 415 | 7 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 404 | 7 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 216 | 3 | 0.0% | — | 81 | +216 | New | Q2 2026 | Aug 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 178 | 3 | 0.0% | 0.0% | 80 | -152 | -46.06% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 134 | 2 | 0.0% | 0.0% | 82 | -372 | -73.52% | Q2 2026 | Aug 24, 2026 |
| Militia Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -24,552 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -21,079 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,220 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -14,931 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.03% | — | -11,695 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,710 | -100.0% | Q2 2026 | Aug 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,179 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Crossingbridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,000 | -100.0% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -848 | -96.04% | Q2 2026 | Aug 10, 2026 |
| BARD ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Essential Partners LLC | History | Reduced | 5 | 0 | — | — | — | -30 | -85.71% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -23 | -65.71% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 2 | 0 | — | — | — | -10 | -83.33% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |