Modiv Ownership | Who Owns Modiv?
Modiv Ownership Summary
Modiv is owned by 22.64% institutional investors, 8.76% insiders, and 68.60% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.15% of MDV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.55% of its assets in Modiv shares.
MDV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Modiv | 22.64% | 8.76% | 68.60% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Diversified REIT Stocks | 44.38% | 5.55% | 50.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 521.74K | 5.15% | $7.64M |
| Vanguard group | 494.73K | 4.89% | $7.24M |
| Geode capital management | 226.54K | 2.24% | $3.32M |
| Millennium management | 124.25K | 1.25% | $1.99M |
| Blackrock | 95.55K | 1.12% | $1.35M |
| State street | 107.82K | 1.06% | $1.59M |
| Susquehanna group, llp | 96.34K | 1.02% | $1.43M |
| State of new jersey common pension fund d | 75.00K | 0.74% | $1.10M |
| Penserra capital management | 74.97K | 0.74% | $1.10M |
| Northern trust | 73.39K | 0.72% | $1.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 52.92K | 0.21% | $777.16K |
| Perritt capital management | 23.00K | 0.16% | $336.72K |
| Regatta capital group | 12.06K | 0.03% | $176.57K |
| Globeflex capital l p | 11.70K | 0.03% | $171.22K |
| Penserra capital management | 74.97K | 0.01% | $1.10M |
| Private management group | 15.91K | 0.01% | $232.98K |
| Ameriflex group | 808.00 | 0.00% | $11.83K |
| Reyes financial architecture | 415.00 | 0.00% | $6.08K |
| State of new jersey common pension fund d | 75.00K | 0.00% | $1.10M |
| Covestor | 324.00 | 0.00% | $5.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 124.25K | 0.00% | 85.90K |
| Susquehanna group, llp | 96.34K | 0.00% | 64.81K |
| Two sigma investments, lp | 56.31K | 0.00% | 56.31K |
| Blackrock funding, inc. /de | 521.74K | 0.00% | 37.31K |
| Two sigma advisers, lp | 28.70K | 0.00% | 28.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | - | - | -57.98K |
| Bard associates | 52.92K | 0.21% | -50.72K |
| Los angeles capital management | 10.71K | 0.00% | -38.48K |
| 683 capital management | - | - | -21.57K |
| Schonfeld strategic advisors | - | - | -21.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma investments, lp | 56.31K | 0.00% | 56.31K | $824.39K |
| Two sigma advisers, lp | 28.70K | 0.00% | 28.70K | $420.17K |
| Mariner | 15.75K | 0.00% | 15.75K | $230.60K |
| Russell investments group | 1.03K | - | 1.03K | $15.12K |
| Covestor | 324.00 | 0.00% | 324.00 | $5.00K |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -20.00 |
| Federated hermes | -34.00 |
| Advisor group | -200.00 |
| Raymond james financial | -469.00 |
| Mascoma wealth management | -937.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 72 | 7.46% | 2,291,608 | 1.47% | 22 | 4.55% | 42 | -6.67% | 12 | 33.33% |
| Jun 30, 2025 | 69 | 23.21% | 2,497,837 | 45.81% | 24 | 8.36% | 48 | 41.18% | 9 | -10.00% |
| Mar 31, 2025 | 2 | -96.08% | 169,741 | -88.52% | 1 | 0.69% | 2 | -93.75% | - | -100.00% |
| Dec 31, 2024 | 50 | 31.58% | 1,478,686 | 41.10% | 15 | 12.70% | 32 | 14.29% | 4 | - |
| Sep 30, 2024 | 38 | 31.03% | 1,047,973 | 27.31% | 11 | 12.04% | 28 | 47.37% | 4 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 259.16K | 2.55% | -5.72K |
| iShares Russell 2000 ETF | 143.40K | 1.41% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 114.36K | 1.13% | -52.11K |
| Fidelity Small Cap Index | 102.69K | 1.01% | 102.69K |
| iShares Russell 2000 Value ETF | 81.13K | 0.80% | - |
| Hoya Capital High Dividend Yield ETF | 72.93K | 0.72% | -380.00 |
| Fidelity Extended Market Index | 53.63K | 0.53% | 2.92K |
| Vanguard Russell 2000 ETF | 44.82K | 0.44% | -2.79K |
| State St Russell Sm Cap® Indx SL Cl I | 33.00K | 0.32% | - |
| Schwab Small Cap Index | 23.15K | 0.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 27, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $7.05K |
| Jun 26, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $1.82K |
| Jun 25, 2025 | Gingras Christopher Raymond | - | Buy | $1.42K |
| Jun 25, 2025 | Gingras Christopher Raymond | - | Buy | $4.28K |
| Jun 13, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $605.87 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 10 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
MDV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools