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% 5048
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

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

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 #5048.

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. 86 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 #5048 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.
  • 86 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.