IA
MDV

IFP Advisors’s Modiv Industrial MDV Stock Holding History

IFP Advisors’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 		$35 Sell
2
-10
-83% -$172 ﹤0.01% 5050
2026
Q1 		$172 Hold
12
– – ﹤0.01% 4650
2025
Q4 		$173 Sell
12
-12
-50% -$175 ﹤0.01% 4504
2025
Q3 		$351 Buy
+24
New +$354 ﹤0.01% 4267

Other funds holding MDV

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors's MDV Position: Q2 2026 in Review

IFP Advisors reduced its Modiv Industrial (MDV) stake by 83% in Q2 2026, selling an estimated $172 and leaving 2 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #5050.

IFP Advisors first reported a position in MDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $351 in Q3 2025. 17 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • IFP Advisors held 2 shares of Modiv Industrial worth $35 as of Q2 2026.
  • IFP Advisors sold 10 Modiv Industrial shares in Q2 2026, an estimated $172.
  • Modiv Industrial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5050 holding.
  • IFP Advisors first reported a position in Modiv Industrial in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's Modiv Industrial position peaked at $351 in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.