Modiv Ownership | Who Owns Modiv?
Modiv Ownership Summary
Modiv is owned by 24.67% institutional investors, 8.69% insiders, and 66.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.79% 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 | 24.67% | 8.69% | 66.64% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Diversified REIT Stocks | 62.09% | 5.58% | 32.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 484.43K | 4.79% | $6.82M |
| Vanguard group | 441.37K | 4.68% | $6.57M |
| Millennium management | 124.25K | 1.25% | $1.99M |
| Blackrock | 95.55K | 1.12% | $1.35M |
| Bard associates | 103.64K | 1.02% | $1.46M |
| 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 | 72.44K | 0.72% | $1.02M |
| Marshall wace, llp | 57.98K | 0.57% | $816.39K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bard associates | 103.64K | 0.47% | $1.46M |
| Perritt capital management | 23.00K | 0.17% | $323.84K |
| Regatta capital group | 12.06K | 0.03% | $169.82K |
| Penserra capital management | 72.44K | 0.01% | $1.02M |
| Globeflex capital l p | 11.70K | 0.01% | $164.67K |
| Hillsdale investment management | 16.70K | 0.01% | $248.50K |
| Hollencrest capital management | 5.38K | 0.00% | $80.03K |
| State of new jersey common pension fund d | 50.00K | 0.00% | $704.00K |
| Los angeles capital management | 49.20K | 0.00% | $692.67K |
| Integrated wealth concepts | 13.54K | 0.00% | $201.47K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 484.43K | 0.00% | 376.70K |
| 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 |
| Los angeles capital management | 49.20K | 0.00% | 49.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -45.49K |
| 683 capital management | - | - | -21.57K |
| Schonfeld strategic advisors | - | - | -21.29K |
| Renaissance | 69.60K | 0.00% | -19.10K |
| Qube research | - | - | -18.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Los angeles capital management | 49.20K | 0.00% | 49.20K | $692.67K |
| Goldman sachs group | 24.94K | 0.00% | 24.94K | $371.14K |
| Hillsdale investment management | 16.70K | 0.01% | 16.70K | $248.50K |
| Lsv asset management | 16.30K | 0.00% | 16.30K | $230.00K |
| Man group | 11.77K | 0.00% | 11.77K | $175.08K |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -20.00 |
| Tower research capital llc (trc) | -609.00 |
| Mascoma wealth management | -937.00 |
| Advisor group | -3.32K |
| Balyasny asset management | -10.09K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 29 | 11.54% | 823,155 | 1.84% | 9 | 8.40% | 19 | 26.67% | 8 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 259.16K | 2.55% | -5.72K |
| iShares Russell 2000 ETF | 140.37K | 1.39% | -2.63K |
| 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 | 80.64K | 0.80% | 60.00 |
| Hoya Capital High Dividend Yield ETF | 71.68K | 0.71% | - |
| Fidelity Extended Market Index | 50.71K | 0.50% | -132.00 |
| Vanguard Russell 2000 ETF | 44.82K | 0.44% | -2.79K |
| State St Russell Sm Cap® Indx SL Cl I | 33.00K | 0.33% | - |
| 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 Q3 | - | - |
| 2025 Q2 | 10 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | 2 |
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