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
Q2 		$1.03M Buy
59,085
+15,583
+36% +$268K ﹤0.01% 5194
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 $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

Morgan Stanley's MDV Position: Q2 2026 in Review

Morgan Stanley increased its Modiv Industrial (MDV) stake by 36% in Q2 2026, buying an estimated $268K and bringing the position to 59,085 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #5194.

Morgan Stanley first reported a position in MDV in Q1 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • Morgan Stanley held 59,085 shares of Modiv Industrial worth $1.03M as of Q2 2026.
  • Morgan Stanley bought 15,583 Modiv Industrial shares in Q2 2026, an estimated $268K.
  • Modiv Industrial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5194 holding.
  • Morgan Stanley first reported a position in Modiv Industrial in Q1 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.