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 | 70.14% | 9.14% | 20.72% |
| 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% | $176.57K |
| 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 |
| Integrated wealth concepts | 13.54K | 0.00% | $201.47K |
| Renaissance | 69.60K | 0.00% | $1.04M |
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 |
| Goldman sachs group | 24.94K | 0.00% | 24.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -45.49K |
| Los angeles capital management | 10.71K | 0.00% | -38.48K |
| 683 capital management | - | - | -21.57K |
| Schonfeld strategic advisors | - | - | -21.29K |
| Renaissance | 69.60K | 0.00% | -19.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Raymond james financial | 469.00 | - | 469.00 | $6.60K |
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 | 143.40K | 1.41% | - |
| 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 | 81.13K | 0.80% | - |
| Hoya Capital High Dividend Yield ETF | 72.93K | 0.72% | -380.00 |
| Fidelity Extended Market Index | 53.63K | 0.53% | 2.92K |
| Vanguard Russell 2000 ETF | 44.82K | 0.44% | -2.79K |
| State St Russell Sm Cap® Indx SL Cl I | 33.00K | 0.32% | - |
| 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 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 10 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
MDV Ownership FAQ
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