JFG
MDV

Jefferies Financial Group’s Modiv Industrial MDV Stock Holding History

Jefferies Financial Group’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
2025
Q2 		– Sell
-10,766
Closed -$173K – 1623
2025
Q1 		$173K Buy
+10,766
New +$163K ﹤0.01% 1414

Other funds holding MDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Jefferies Financial Group's MDV Position: Q2 2025 in Review

Jefferies Financial Group sold out of Modiv Industrial (MDV) in Q2 2025, closing a stake of 10,766 shares — an estimated $173K sold.

Jefferies Financial Group first reported a position in MDV in Q1 2025 and held it in 1 quarter. The position peaked at $173K in Q1 2025. 70 funds tracked by Wall St. Rank hold MDV as of Q2 2025.

  • Jefferies Financial Group reported no remaining Modiv Industrial position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 10,766 Modiv Industrial shares in Q2 2025, an estimated $173K.
  • Jefferies Financial Group first reported a position in Modiv Industrial in Q1 2025 and held it in 1 quarter.
  • Jefferies Financial Group's Modiv Industrial position peaked at $173K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.