C
MDV

Covestor’s Modiv Industrial MDV Stock Holding History

Covestor’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-324
Closed -$5K – 2567
2025
Q4 		$5K Hold
324
– – ﹤0.01% 1845
2025
Q3 		$5K Buy
+324
New +$4.79K ﹤0.01% 1852

Other funds holding MDV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Covestor's MDV Position: Q1 2026 in Review

Covestor sold out of Modiv Industrial (MDV) in Q1 2026, closing a stake of 324 shares — an estimated $5K sold.

Covestor first reported a position in MDV in Q3 2025 and held it in 2 quarters. The position peaked at $5K in Q4 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Covestor reported no remaining Modiv Industrial position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 324 Modiv Industrial shares in Q1 2026, an estimated $5K.
  • Covestor first reported a position in Modiv Industrial in Q3 2025 and held it in 2 quarters.
  • Covestor's Modiv Industrial position peaked at $5K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.