Morgan Stanley
MDV

Morgan Stanley’s Modiv Industrial MDV Stock Holding History

Morgan Stanley’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 		$623K Buy
43,502
+6,735
+18% +$100K ﹤0.01% 5379
2025
Q4 		$529K Buy
36,767
+8,040
+28% +$117K ﹤0.01% 5484
2025
Q3 		$421K Sell
28,727
-2,056
-7% -$30.4K ﹤0.01% 5578
2025
Q2 		$433K Buy
30,783
+5,536
+22% +$82.2K ﹤0.01% 5533
2025
Q1 		$405K Buy
25,247
+4,808
+24% +$72.8K ﹤0.01% 5427
2024
Q4 		$304K Buy
20,439
+2,774
+16% +$45.1K ﹤0.01% 5632
2024
Q3 		$297K Buy
17,665
+1,093
+7% +$16.8K ﹤0.01% 5611
2024
Q2 		$234K Buy
16,572
+964
+6% +$14.6K ﹤0.01% 5597
2024
Q1 		$262K Buy
15,608
+10,849
+228% +$163K ﹤0.01% 5622
2023
Q4 		$65.5K Buy
4,759
+3,931
+475% +$55.1K ﹤0.01% 6297
2023
Q3 		$12.8K Buy
+828
New +$10.5K ﹤0.01% 6644
2023
Q1 		– Sell
-131
Closed -$1.45K – 7790
2022
Q4 		$1.45K Sell
131
-1,035
-89% -$11.2K ﹤0.01% 7418
2022
Q3 		$16K Sell
1,166
-79
-6% -$1.14K ﹤0.01% 6889
2022
Q2 		$20K Buy
1,245
+528
+74% +$8.5K ﹤0.01% 6990
2022
Q1 		$12K Buy
+717
New +$14K ﹤0.01% 7351

Other funds holding MDV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's MDV Position: Q1 2026 in Review

Morgan Stanley increased its Modiv Industrial (MDV) stake by 18% in Q1 2026, buying an estimated $100K and bringing the position to 43,502 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #5379.

Morgan Stanley first reported a position in MDV in Q1 2022 and has held it in 15 quarters since. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Morgan Stanley held 43,502 shares of Modiv Industrial worth $623K as of Q1 2026.
  • Morgan Stanley bought 6,735 Modiv Industrial shares in Q1 2026, an estimated $100K.
  • Modiv Industrial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5379 holding.
  • Morgan Stanley first reported a position in Modiv Industrial in Q1 2022 and has held it in 15 quarters since.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.