Essential Partners’s Modiv Industrial MDV Stock Holding History

Essential Partners’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 Q3	–	Sell	-5	Closed	-$87	–	2941
2026 Q2	$87	Sell	5 -30	-86%	-$515	﹤0.01%	2753
2026 Q1	$501	Sell	35 -155	-82%	-$2.3K	﹤0.01%	2437
2025 Q4	$2.73K	Sell	190 -96	-34%	-$1.4K	﹤0.01%	1692
2025 Q3	$4.19K	Buy	+286	New	+$4.22K	﹤0.01%	1494

Other funds holding MDV

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's MDV Position: Q3 2026 in Review

Essential Partners sold out of Modiv Industrial (MDV) in Q3 2026, closing a stake of 5 shares — an estimated $87 sold.

Essential Partners first reported a position in MDV in Q3 2025 and held it in 4 quarters. The position peaked at $4.19K in Q3 2025. 2 funds tracked by Wall St. Rank hold MDV as of Q3 2026.

Essential Partners reported no remaining Modiv Industrial position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 5 Modiv Industrial shares in Q3 2026, an estimated $87.
Essential Partners first reported a position in Modiv Industrial in Q3 2025 and held it in 4 quarters.
Essential Partners's Modiv Industrial position peaked at $4.19K in Q3 2025.
2 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.