Modiv Ownership | Who Owns Modiv?

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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	47.13%	8.71%	44.16%
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%	-
Vanguard Institutional Extnd Mkt Idx Tr	178.95K	1.77%	-
iShares Russell 2000 ETF	149.87K	1.48%	8.80K
iShares Russell 2000 Value ETF	83.17K	0.82%	4.56K
Hoya Capital High Dividend Yield ETF	72.44K	0.72%	-
Fidelity Extended Market Index	50.84K	0.50%	-228.00
State St Russell Sm Cap® Indx SL Cl I	33.00K	0.33%	33.00K
Perritt MicroCap Opportunities Investor	25.00K	0.25%	14.00K
Schwab Small Cap Index	23.15K	0.23%	23.15K
NT R2000 Index Fund - NL	22.67K	0.22%	22.67K

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

Who Owns Modiv?

Modiv shareholders are primarily institutional investors at 1.70%, followed by 8.67% insiders and 89.63% retail investors. The average institutional ownership in Modiv's industry, Diversified REIT Stocks, is 46.84%, which Modiv falls below.

Who owns the most shares of Modiv?

Modiv’s largest shareholders are Vanguard group (441.37K shares, 4.68%), Millennium management (124.25K shares, 1.25%), and Blackrock (95.55K shares, 1.12%). Together, they hold 7.04% 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 0.53% of its assets in 103.94K Modiv shares, valued at 1.56M$.

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 2.62% of its total shares outstanding invested in 264.88K Modiv shares.

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