SEC 13F Intelligence

MDVMODIV INDUSTRIAL INC

CUSIP 60784B101 · Yahoo Finance ↗ · Google Finance ↗

Modiv Industrial Inc (MDV) has 85 institutional holders in Filings Flow’s 13F database, together reporting 2.72M shares worth $38M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
85
Q1 2026
Reported Value
$38M
Ticker
MDV
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 10Q4 ’22Q4 ’25: 75Q4 ’25Q1 ’26: 85Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $290,435Q4 ’22Q4 ’25: $34MQ4 ’25Q1 ’26: $38MQ1 ’26Q2 ’26: $410,246Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Meixler Investment Management, Ltd.$186M AUM1.37%$3M171.4KQ1 2026OLDER
Alessandra Capital Management, LLC$113M AUM0.18%$197,14313.7KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.14%$143,20010.0KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.08%$351,58524.6KQ2 2026
North Star Investment Management Corp.$1.7B AUM0.05%$859,20060.0KQ1 2026OLDER
Blankinship & Foster, LLC$452M AUM0.05%$217,90715.2KQ1 2026OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.03%$145,76410.2KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$330,97023.0KQ4 2025OLDER
REGATTA CAPITAL GROUP, LLC$661M AUM0.03%$172,71412.1KQ1 2026OLDER
Crossingbridge Advisors, LLC$553M AUM0.03%$143,20010.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$167,47211.7KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.01%$227,88815.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M105.0KQ1 2026OLDER
Reyes Financial Architecture, Inc.$122M AUM0.00%$5,943415Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$5,785404Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$77,0135.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M75.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$154,38110.8KQ1 2026OLDER
Team Financial Group, LLC$220M AUM0.00%$2,611182Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M95.4KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.00%$2,864200Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$153,36710.7KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$180,40312.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$201,91214.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$13,676955Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$15,5091.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$213,81214.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$230,59815.8KQ3 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$57,6704.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$7,221415Q2 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$260,91018.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$30,3302.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$1M82.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$867,14860.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$4M246.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$82,1115.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$171,46212.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$6M385.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$8M540.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M70.2KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$45,7813.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$82,6425.7KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$412,27828.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$77,3285.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$159,74011.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$7M490.9KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$25,7761.8KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$67638Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,726330Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$63,7814.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$166,39011.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$658,63446.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$415,73829.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$2M125.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$317,47222.2KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$85,2906.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$371,31725.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$196,41313.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,456236Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$12,733883Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$785,43854.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$37,0192.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$148,26910.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$529,08936.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$58,0534.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$159,00510.9KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$155,02310.6KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$301,85121.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$59,9724.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$3,823267Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$166,72811.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$50035Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$29,2272.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$20,8831.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$51,4403.6KQ2 2026
True Wealth Design, LLC$360M AUM0.00%$292Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$7,246506Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,246506Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$64,6494.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$17212Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$12,100845Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6,544457Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$14710Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$725Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$141Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18713Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4,000260Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$5,517385Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$28820Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$141Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.