Jim Simons
MDV

Jim Simons’s Modiv Industrial MDV Stock Holding History

Jim Simons’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 		$623K Sell
35,800
-39,900
-53% -$685K ﹤0.01% 2519
2026
Q1 		$1.08M Buy
75,700
+9,702
+15% +$144K ﹤0.01% 2233
2025
Q4 		$950K Sell
65,998
-5,751
-8% -$83.8K ﹤0.01% 2313
2025
Q3 		$1.05M Buy
71,749
+749
+1% +$11.1K ﹤0.01% 2458
2025
Q2 		$1000K Buy
71,000
+6,300
+10% +$93.5K ﹤0.01% 2519
2025
Q1 		$1.04M Sell
64,700
-4,900
-7% -$74.2K ﹤0.01% 2402
2024
Q4 		$1.04M Sell
69,600
-19,100
-22% -$310K ﹤0.01% 2478
2024
Q3 		$1.49M Buy
88,700
+41,600
+88% +$639K ﹤0.01% 2210
2024
Q2 		$666K Buy
47,100
+7,900
+20% +$119K ﹤0.01% 2549
2024
Q1 		$658K Buy
39,200
+13,425
+52% +$201K ﹤0.01% 2742
2023
Q4 		$355K Buy
+25,775
New +$361K ﹤0.01% 2914
2023
Q2 		– Sell
-11,696
Closed -$115K – 4133
2023
Q1 		$115K Buy
+11,696
New +$128K ﹤0.01% 3446

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
ABC Arbitrage
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 $3.38T AUM 44.17% 1-Year Est. Return
North Star Investment Management
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
Gardner Lewis Asset Management
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jim Simons's MDV Position: Q2 2026 in Review

Jim Simons reduced its Modiv Industrial (MDV) stake by 53% in Q2 2026, selling an estimated $685K and leaving 35,800 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Jim Simons first reported a position in MDV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q3 2024. 92 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • Jim Simons held 35,800 shares of Modiv Industrial worth $623K as of Q2 2026.
  • Jim Simons sold 39,900 Modiv Industrial shares in Q2 2026, an estimated $685K.
  • Modiv Industrial made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2519 holding.
  • Jim Simons first reported a position in Modiv Industrial in Q1 2023 and has held it in 12 quarters since.
  • Jim Simons's Modiv Industrial position peaked at $1.49M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.