EP
MDV

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essential Partners's MDV Position: Q2 2026 in Review

Essential Partners reduced its Modiv Industrial (MDV) stake by 86% in Q2 2026, selling an estimated $515 and leaving 5 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Essential Partners first reported a position in MDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.19K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • Essential Partners held 5 shares of Modiv Industrial worth $87 as of Q2 2026.
  • Essential Partners sold 30 Modiv Industrial shares in Q2 2026, an estimated $515.
  • Modiv Industrial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2753 holding.
  • Essential Partners first reported a position in Modiv Industrial in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Modiv Industrial position peaked at $4.19K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.