DaveManuel.com · Institutional Ownership · Who Owns It
MODIV INDUSTRIAL INC (MDV)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
92
Reporting holders
$62.9M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $11.0M | 632,441 | 0.00% | 8q | +16.9%+$1.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 429,796 | 0.00% | 2q | +11.5%+$769.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.5M | 256,505 | 0.00% | 16q | +4.0%+$171.8K |
| ABC ARBITRAGE SA | $3.2M | 183,822 | 0.35% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $2.5M | 141,067 | 0.00% | 4q | +47.8%+$794.0K |
| STATE STREET CORP | $2.3M | 132,860 | 0.00% | 11q | +5.6%+$123.5K |
| North Star Investment Management Corp. | $2.1M | 122,000 | 0.12% | 2q | +103.3%+$1.1M |
| Meixler Investment Management, Ltd. | $2.1M | 121,162 | 1.16% | 3q | -29.3%-$874.5K |
| GARDNER LEWIS ASSET MANAGEMENT L P | $1.9M | 109,593 | 0.42% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 96,216 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $1.7M | 95,681 | 0.00% | 10q | +16.4%+$234.6K |
| GLAZER CAPITAL, LLC | $1.5M | 86,034 | 0.04% | new | NEW |
| NORTHERN TRUST CORP | $1.3M | 76,680 | 0.00% | 15q | +9.2%+$112.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $1.2M | 68,900 | 0.09% | new | NEW |
| Penserra Capital Management LLC | $1.2M | 67,441 | 0.01% | 7q | -15.9%-$221.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1M | 65,428 | 0.00% | 2q | +19.3%+$184.1K |
| State of New Jersey Common Pension Fund D | $1.1M | 65,000 | 0.00% | 6q | -38.1%-$696.0K |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 64,151 | 0.00% | 2q | +5.9%+$62.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 59,233 | 0.00% | 2q | +408.7%+$828.1K |
| MORGAN STANLEY | $1.0M | 59,085 | 0.00% | 12q | +35.8%+$271.1K |
| ALPINE ASSOCIATES MANAGEMENT INC. | $870.0K | 50,000 | 0.05% | new | NEW |
| LMR Partners LLP | $754.4K | 43,356 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $622.9K | 35,800 | 0.00% | 11q | -52.7%-$694.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $581.1K | 33,399 | 0.00% | 5q | +15.0%+$76.0K |
| Polar Asset Management Partners Inc. | $527.5K | 30,317 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $479.0K | 27,528 | 0.00% | 4q | -40.1%-$321.3K |
| Bank of New York Mellon Corp | $419.6K | 24,115 | 0.00% | 5q | +8.8%+$33.8K |
| Alessandra Capital Management, LLC | $417.5K | 23,995 | 0.30% | 3q | HELD |
| LPL Financial LLC | $416.2K | 23,921 | 0.00% | 8q | -16.9%-$84.7K |
| Schonfeld Strategic Advisors LLC | $390.4K | 22,437 | 0.00% | new | NEW |
| Nuveen, LLC | $347.3K | 19,960 | 0.00% | 5q | +45.5%+$108.6K |
| UBS Group AG | $309.5K | 17,790 | 0.00% | 11q | -31.4%-$141.6K |
| LSV ASSET MANAGEMENT | $284.0K | 16,300 | 0.00% | 5q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $276.9K | 15,914 | 0.01% | 5q | HELD |
| Bridgewater Associates, LP | $275.4K | 15,825 | 0.00% | new | NEW |
| Mariner, LLC | $265.2K | 15,243 | 0.00% | new | NEW |
| Blankinship & Foster, LLC | $264.8K | 15,217 | 0.05% | 3q | HELD |
| XTX Topco Ltd | $255.2K | 14,667 | 0.00% | new | NEW |
| NOMURA ASSET MANAGEMENT CO LTD | $245.3K | 14,100 | 0.00% | 8q | HELD |
| Asset Management One Co., Ltd. | $219.2K | 12,598 | 0.00% | 8q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $215.3K | 12,374 | 0.00% | 4q | +6.5%+$13.1K |
| PenderFund Capital Management Ltd. | $214.9K | 12,350 | 0.03% | new | NEW |
| RHUMBLINE ADVISERS | $211.1K | 12,133 | 0.00% | 5q | +1.3%+$2.8K |
| REGATTA CAPITAL GROUP, LLC | $209.9K | 12,061 | 0.03% | 9q | HELD |
| CITADEL ADVISORS LLC | $205.4K | 11,803 | 0.00% | new | NEW |
| Verition Fund Management LLC | $197.4K | 11,344 | 0.00% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $194.1K | 11,155 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $177.7K | 10,211 | 0.00% | 5q | +1108.4%+$163.0K |
| Integrated Wealth Concepts LLC | $177.4K | 10,197 | 0.00% | 2q | -5.4%-$10.2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $169.1K | 9,716 | 0.00% | 8q | +63.1%+$65.4K |
| DEUTSCHE BANK AG\ | $164.7K | 9,466 | 0.00% | 2q | +126.0%+$91.8K |
| JPMORGAN CHASE & CO | $158.5K | 9,091 | 0.00% | 12q | +101.9%+$80.0K |
| Russell Investments Group, Ltd. | $156.7K | 9,005 | 0.00% | 4q | +248.4%+$111.7K |
| WELLS FARGO & COMPANY/MN | $141.3K | 8,123 | 0.00% | 16q | +126.1%+$78.8K |
| MetLife Investment Management, LLC | $113.2K | 6,503 | 0.00% | 8q | +2335.6%+$108.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $94.0K | 5,400 | 0.00% | 5q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $93.6K | 5,378 | 0.01% | 8q | HELD |
| CITIGROUP INC | $77.9K | 4,475 | 0.00% | 8q | +879.2%+$69.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $77.7K | 4,467 | 0.00% | 5q | HELD |
| FMR LLC | $76.5K | 4,394 | 0.00% | 10q | +1041.3%+$69.8K |
| Vanguard Global Advisers, LLC | $70.5K | 4,054 | 0.00% | 2q | HELD |
| Resona Asset Management Co.,Ltd. | $70.0K | 4,017 | 0.00% | 8q | HELD |
| Daiwa Securities Group Inc. | $61.6K | 3,542 | 0.00% | 8q | +10.8%+$6.0K |
| PNC Financial Services Group, Inc. | $45.7K | 2,625 | 0.00% | 4q | +418.8%+$36.9K |
| JONES FINANCIAL COMPANIES LLLP | $44.6K | 2,527 | 0.00% | 7q | +70.9%+$18.5K |
| Police & Firemen's Retirement System of New Jersey | $36.9K | 2,118 | 0.00% | 5q | HELD |
| STRS OHIO | $31.3K | 1,800 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $27.1K | 1,555 | 0.00% | 5q | -23.8%-$8.5K |
| BARCLAYS PLC | $26.0K | 1,492 | 0.00% | 8q | -85.6%-$154.2K |
| ROYAL BANK OF CANADA | $20.0K | 1,147 | 0.00% | 6q | +341.2%+$15.5K |
| Ameritas Investment Partners, Inc. | $16.6K | 955 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $15.9K | 913 | 0.00% | 6q | -15.7%-$3.0K |
| State of Alaska, Department of Revenue | $12.0K | 706 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $11.9K | 684 | 0.00% | new | NEW |
| Arax Advisory Partners | $7.7K | 440 | 0.00% | new | NEW |
| GAMMA Investing LLC | $7.2K | 415 | 0.00% | 3q | +11.9% |
| Reyes Financial Architecture, Inc. | $7.2K | 415 | 0.00% | 7q | HELD |
| AMERIFLEX GROUP, INC. | $7.0K | 404 | 0.00% | 7q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $3.8K | 216 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.1K | 178 | 0.00% | 5q | -46.1%-$2.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.3K | 134 | 0.00% | 5q | -73.5%-$6.5K |
| Cornerstone Planning Group LLC | $697 | 38 | 0.00% | 2q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $613 | 35 | 0.00% | 16q | -96.0%-$14.9K |
| Caitong International Asset Management Co., Ltd | $244 | 14 | 0.00% | new | NEW |
| Allworth Financial LP | $227 | 13 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $209 | 12 | 0.00% | 4q | -65.7% |
| Farther Finance Advisors, LLC | $191 | 11 | 0.00% | 4q | +10.0% |
| Essential Partners LLC | $87 | 5 | 0.00% | 4q | -85.7% |
| ROTHSCHILD INVESTMENT LLC | $35 | 2 | 0.00% | new | NEW |
| IFP Advisors, Inc | $35 | 2 | 0.00% | 4q | -83.3% |
| HUNTINGTON NATIONAL BANK | $17 | 1 | 0.00% | 6q | HELD |
| Covestor Ltd | $0 | 14 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-26 | Halfacre Aaron Scott | CEO and President | Bought | 5,766 | $100.9K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1 | $18 | 1 | 0 | 0 | 1 | 0.0% |
| Q2 2026 | 92 | $62.9M | 3,615,707 | 21 | 32 | 17 | 0.0% |
| Q1 2026 | 86 | $40.1M | 2,791,152 | 11 | 28 | 16 | 0.0% |
| Q4 2025 | 78 | $35.4M | 2,458,949 | 6 | 18 | 22 | 0.0% |
| Q3 2025 | 77 | $34.3M | 2,343,248 | 18 | 25 | 14 | 0.0% |
| Q2 2025 | 70 | $32.6M | 2,315,201 | 23 | 24 | 8 | 0.0% |
| Q1 2025 | 57 | $27.6M | 1,722,256 | 10 | 25 | 10 | 0.0% |
| Q4 2024 | 51 | $22.0M | 1,479,090 | 12 | 17 | 5 | 0.0% |
| Q3 2024 | 39 | $17.7M | 1,051,831 | 13 | 15 | 4 | 0.0% |
| Q2 2024 | 29 | $11.7M | 823,176 | 4 | 14 | 8 | 0.0% |
| Q1 2024 | 26 | $14.2M | 843,222 | 4 | 9 | 5 | 0.0% |
| Q4 2023 | 26 | $11.3M | 755,008 | 5 | 12 | 0 | 0.0% |
| Q3 2023 | 20 | $11.3M | 674,515 | 7 | 6 | 3 | 0.0% |
| Q2 2023 | 13 | $8.3M | 551,128 | 3 | 4 | 1 | 0.0% |
| Q1 2023 | 13 | $5.3M | 503,207 | 2 | 4 | 1 | 0.0% |
| Q4 2022 | 14 | $5.7M | 471,292 | 5 | 2 | 3 | 0.0% |
| Q3 2022 | 11 | $6.7M | 460,928 | 4 | 4 | 1 | 0.0% |
| Q2 2022 | 12 | $4.6M | 259,064 | 10 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $258.0K | 14,407 | 4 | 0 | 0 | 0.0% |