Modiv Ownership | Who Owns Modiv?

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Modiv Ownership Summary

Modiv is owned by 20.51% institutional investors, 8.72% insiders, and 70.76% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.35% of MDV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.56% of its assets in Modiv shares.

MDV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Modiv	20.51%	8.72%	70.76%
Sector	Real Estate Stocks	42.56%	9.05%	48.39%
Industry	Diversified REIT Stocks	40.93%	5.39%	53.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	545.77K	5.35%	$7.85M
Vanguard group	490.88K	4.81%	$7.06M
Geode capital management	226.51K	2.22%	$3.26M
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	90.00K	0.88%	$1.30M
Penserra capital management	77.92K	0.76%	$1.12M
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
Blankinship & foster	15.22K	0.05%	$218.97K
Regatta capital group	12.06K	0.03%	$173.56K
Globeflex capital l p	11.70K	0.03%	$168.29K
Penserra capital management	77.92K	0.01%	$1.12M
Private management group	15.91K	0.01%	$229.00K
State of new jersey common pension fund d	90.00K	0.00%	$1.30M
Ameriflex group	808.00	0.00%	$11.83K
Reyes financial architecture	415.00	0.00%	$5.97K

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
Two sigma advisers, lp	28.70K	0.00%	28.70K
Blackrock funding, inc. /de	545.77K	0.00%	24.03K

Top Sellers

Holder	Shares	% Assets	Change
Marshall wace, llp	-	-	-57.98K
Bard associates	52.92K	0.21%	-50.72K
683 capital management	-	-	-21.57K
Schonfeld strategic advisors	-	-	-21.29K
Qube research	-	-	-18.81K

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
Blankinship & foster	15.22K	0.05%	15.22K	$218.97K
Russell investments group	1.03K	-	1.03K	$15.12K
State of alaska, department of revenue	706.00	0.00%	706.00	$10.00K

Sold Out

Holder	Change
Gradient investments	-20.00
Federated hermes	-34.00
Roble, belko & company	-107.00
Advisor group	-200.00
Srs capital advisors	-236.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	50	31.58%	1,478,686	41.10%	15	12.70%	32	14.29%	4	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	262.79K	2.56%	4.55K
iShares Russell 2000 ETF	196.35K	1.91%	196.35K
Vanguard Institutional Extnd Mkt Idx Tr	104.83K	1.02%	-
Fidelity Small Cap Index	102.82K	1.00%	-122.00
iShares Russell 2000 Value ETF	78.25K	0.76%	78.25K
Hoya Capital High Dividend Yield ETF	76.96K	0.75%	76.96K
Fidelity Extended Market Index	52.54K	0.51%	-239.00
Vanguard Russell 2000 ETF	44.51K	0.43%	-1.56K
State St Russell Sm Cap® Indx SL Cl I	32.80K	0.32%	-
DFA Real Estate Securities I	30.45K	0.30%	-

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

Who Owns Modiv?

Modiv shareholders are primarily institutional investors at 20.51%, followed by 8.72% insiders and 70.77% retail investors. The average institutional ownership in Modiv's industry, Diversified REIT Stocks, is 40.93%, which Modiv falls below.

Who owns the most shares of Modiv?

Modiv’s largest shareholders are Blackrock funding, inc. /de (545.77K shares, 5.35%), Vanguard group (490.88K shares, 4.81%), and Geode capital management (226.51K shares, 2.22%). Together, they hold 12.39% of Modiv’s total shares outstanding.

Does Blackrock own Modiv?

Yes, BlackRock owns 1.12% of Modiv, totaling 95.55K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.35M$. In the last quarter, BlackRock increased its holdings by 4.58K shares, a 5.03% change.

Who is Modiv’s biggest shareholder by percentage of total assets invested?

Bard associates is Modiv’s biggest shareholder by percentage of total assets invested, with 0.21% of its assets in 52.92K Modiv shares, valued at 777.16K$.

Who is the top mutual fund holder of Modiv shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Modiv shares, with 2.56% of its total shares outstanding invested in 262.79K Modiv shares.

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