Modiv Ownership | Who Owns Modiv?
Modiv Ownership Summary
Modiv is owned by 18.45% institutional investors, 8.54% insiders, and 73.00% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.26% of MDV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.07% of its assets in Modiv shares.
MDV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Modiv | 18.45% | 8.54% | 73.00% |
| Sector | Real Estate Stocks | 49.59% | 9.70% | 40.71% |
| Industry | Industrial REIT Stocks | 61.84% | 6.73% | 31.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 540.87K | 5.26% | $7.75M |
| Vanguard group | 490.88K | 4.81% | $7.06M |
| Geode capital management | 246.63K | 2.40% | $3.53M |
| Meixler investment management | 171.42K | 1.67% | $2.54M |
| Millennium management | 124.25K | 1.25% | $1.99M |
| State street | 125.80K | 1.22% | $1.81M |
| Blackrock | 95.55K | 1.12% | $1.35M |
| State of new jersey common pension fund d | 105.00K | 1.02% | $1.50M |
| Two sigma investments, lp | 95.43K | 0.93% | $1.37M |
| Dimensional fund advisors lp | 82.20K | 0.80% | $1.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Meixler investment management | 171.42K | 1.37% | $2.54M |
| Perritt capital management | 23.00K | 0.16% | $336.72K |
| Alphacentric advisors | 10.00K | 0.14% | $143.20K |
| North star investment management | 60.00K | 0.05% | $859.20K |
| Blankinship & foster | 15.22K | 0.05% | $217.91K |
| Regatta capital group | 12.06K | 0.03% | $172.71K |
| Crossingbridge advisors | 10.00K | 0.03% | $143.20K |
| Globeflex capital l p | 11.70K | 0.03% | $167.47K |
| Penserra capital management | 80.19K | 0.01% | $1.15M |
| Private management group | 15.91K | 0.01% | $227.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Meixler investment management | 171.42K | 1.37% | 100.34K |
| Millennium management | 124.25K | 0.00% | 85.90K |
| Vanguard fiduciary trust | 60.55K | 0.00% | 60.55K |
| North star investment management | 60.00K | 0.05% | 60.00K |
| Two sigma investments, lp | 95.43K | 0.00% | 34.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sentinus | - | - | -23.00K |
| 683 capital management | - | - | -21.57K |
| Schonfeld strategic advisors | - | - | -21.29K |
| Qube research | - | - | -18.81K |
| Mariner | - | - | -15.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 60.55K | 0.00% | 60.55K | $867.15K |
| North star investment management | 60.00K | 0.05% | 60.00K | $859.20K |
| Two sigma advisers, lp | 28.70K | 0.00% | 28.70K | $420.17K |
| Marshall wace, llp | 18.22K | 0.00% | 18.22K | $260.91K |
| Man group | 14.93K | 0.00% | 14.93K | $213.81K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -2.00 |
| Gradient investments | -20.00 |
| Northwestern mutual wealth management | -20.00 |
| Federated hermes | -34.00 |
| Roble, belko & company | -107.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 57 | -25.97% | 1,897,223 | -22.84% | 18 | 3.17% | 25 | -10.71% | 11 | -54.17% |
| Dec 31, 2025 | 57 | -25.00% | 2,092,093 | -10.29% | 20 | 3.87% | 18 | -60.00% | 16 | 33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 316.61K | 3.07% | 43.62K |
| iShares Russell 2000 ETF | 258.39K | 2.50% | 1.52K |
| Fidelity Small Cap Index | 107.58K | 1.04% | -151.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 104.45K | 1.01% | - |
| iShares Russell 2000 Value ETF | 85.19K | 0.83% | -585.00 |
| Hoya Capital High Dividend Yield ETF | 67.44K | 0.65% | - |
| North Star Dividend I | 62.00K | 0.60% | - |
| North Star Micro Cap I | 60.00K | 0.58% | - |
| Fidelity Extended Market Index | 58.73K | 0.57% | - |
| Vanguard Russell 2000 ETF | 56.24K | 0.54% | 7.62K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 30, 2026 | Halfacre Aaron Scott | CEO and President | Buy | $38.77K |
| Jun 30, 2026 | Halfacre Aaron Scott | CEO and President | Buy | $23.39K |
| Jun 26, 2026 | Halfacre Aaron Scott | CEO and President | Buy | $83.41K |
| Jun 26, 2026 | Halfacre Aaron Scott | CEO and President | Buy | $17.45K |
| Jun 27, 2025 | Halfacre Aaron Scott | CEO and President | Buy | $7.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 4 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 10 | - |
MDV Ownership FAQ
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