Modiv Ownership | Who Owns Modiv?
Modiv Ownership Summary
Modiv is owned by 1.70% institutional investors, 8.67% insiders, and 89.63% retail investors. Vanguard group is the largest institutional shareholder, holding 4.68% of MDV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.62% of its assets in Modiv shares.
MDV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Modiv | 1.70% | 8.67% | 89.63% |
| Sector | Real Estate Stocks | 46.97% | 8.43% | 44.59% |
| Industry | Diversified REIT Stocks | 46.84% | 5.53% | 47.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 441.37K | 4.68% | $6.57M |
| Millennium management | 124.25K | 1.25% | $1.99M |
| Blackrock | 95.55K | 1.12% | $1.35M |
| Blackrock funding, inc. /de | 104.64K | 1.11% | $1.56M |
| Bard associates | 103.94K | 1.10% | $1.56M |
| Susquehanna group, llp | 96.34K | 1.02% | $1.43M |
| Geode capital management | 92.41K | 0.98% | $1.38M |
| Renaissance | 69.60K | 0.74% | $1.04M |
| Penserra capital management | 56.38K | 0.60% | $838.00K |
| Qube research | 43.15K | 0.46% | $642.12K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 103.94K | 0.53% | $1.56M |
| Perritt capital management | 11.00K | 0.09% | $163.68K |
| Regatta capital group | 12.06K | 0.03% | $179.47K |
| Penserra capital management | 56.38K | 0.02% | $838.00K |
| Globeflex capital l p | 11.70K | 0.01% | $174.02K |
| Hillsdale investment management | 16.70K | 0.01% | $248.50K |
| Hollencrest capital management | 5.38K | 0.00% | $80.03K |
| Integrated wealth concepts | 13.54K | 0.00% | $201.47K |
| Renaissance | 69.60K | 0.00% | $1.04M |
| Millennium management | 124.25K | 0.00% | $1.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 441.37K | 0.00% | 108.47K |
| Millennium management | 124.25K | 0.00% | 85.90K |
| Susquehanna group, llp | 96.34K | 0.00% | 64.81K |
| Penserra capital management | 56.38K | 0.02% | 56.38K |
| Jane street group | 45.49K | 0.00% | 25.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 683 capital management | - | - | -21.57K |
| Renaissance | 69.60K | 0.00% | -19.10K |
| Bailard | - | - | -13.30K |
| Naviter wealth | - | - | -10.50K |
| Ubs group | 3.88K | - | -8.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penserra capital management | 56.38K | 0.02% | 56.38K | $838.00K |
| Goldman sachs group | 24.94K | 0.00% | 24.94K | $371.14K |
| Hillsdale investment management | 16.70K | 0.01% | 16.70K | $248.50K |
| Man group | 11.77K | 0.00% | 11.77K | $175.08K |
| Schonfeld strategic advisors | 11.76K | 0.00% | 11.76K | $175.05K |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -20.00 |
| Tower research capital llc (trc) | -609.00 |
| Mascoma wealth management | -937.00 |
| Advisor group | -3.32K |
| Naviter wealth | -10.50K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 29 | 11.54% | 823,155 | 1.84% | 9 | 8.40% | 19 | 26.67% | 8 | 33.33% |
| Mar 31, 2024 | 26 | - | 808,278 | 7.40% | 10 | 10.76% | 15 | -16.67% | 6 | 500.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 264.88K | 2.62% | 4.10K |
| Vanguard Institutional Extnd Mkt Idx Tr | 178.95K | 1.77% | - |
| Hoya Capital High Dividend Yield ETF | 72.31K | 0.71% | - |
| Fidelity Extended Market Index | 51.55K | 0.52% | -77.00 |
| Perritt MicroCap Opportunities Investor | 25.00K | 0.25% | 14.00K |
| iShares Micro-Cap ETF | 19.46K | 0.19% | - |
| Fidelity Total Market Index | 17.01K | 0.17% | - |
| Bailard Small Cap Value | 13.30K | 0.14% | 715.00 |
| Bailard Micrcap Value | 13.30K | 0.14% | 715.00 |
| Fidelity Series Total Market Index | 12.52K | 0.13% | 591.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $44.01K |
| May 14, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $9.58K |
| May 14, 2025 | Gingras Christopher Raymond | - | Buy | $14.59K |
| May 08, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $25.36K |
| May 08, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $3.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 5 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | 2 |
| 2024 Q2 | - | - |
MDV Ownership FAQ
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