Marshall Wace’s Modiv Industrial MDV Stock Holding History

Marshall Wace’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 Q1	$261K	Buy	+18,220	New	+$270K	﹤0.01%	2697
2025 Q3	–	Sell	-57,982	Closed	-$816K	–	3195
2025 Q2	$816K	Sell	57,982 -1,554	-3%	-$23.1K	﹤0.01%	1938
2025 Q1	$956K	Buy	59,536 +36,725	+161%	+$556K	﹤0.01%	1801
2024 Q4	$339K	Buy	+22,811	New	+$371K	﹤0.01%	2193
2024 Q3	–	Sell	-10,097	Closed	-$143K	–	2782
2024 Q2	$143K	Buy	+10,097	New	+$153K	﹤0.01%	2355

Other funds holding MDV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace's MDV Position: Q1 2026 in Review

Marshall Wace opened a new position in Modiv Industrial (MDV) in Q1 2026: 18,220 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #2697 among its holdings. This is a return to the name: Marshall Wace previously reported a position in MDV as recently as Q2 2025.

Marshall Wace first reported a position in MDV in Q2 2024 and has held it in 5 quarters since. The position peaked at $956K in Q1 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

Marshall Wace held 18,220 shares of Modiv Industrial worth $261K as of Q1 2026.
Modiv Industrial was a new Marshall Wace position in Q1 2026.
Modiv Industrial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2697 holding.
Marshall Wace first reported a position in Modiv Industrial in Q2 2024 and has held it in 5 quarters since.
Marshall Wace's Modiv Industrial position peaked at $956K in Q1 2025.
86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.