NW
MDV

Naviter Wealth’s Modiv Industrial MDV Stock Holding History

Naviter Wealth’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
2024
Q4 		– Sell
-10,500
Closed -$177K – 295
2024
Q3 		$177K Buy
+10,500
New +$161K 0.02% 232

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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Naviter Wealth's MDV Position: Q4 2024 in Review

Naviter Wealth sold out of Modiv Industrial (MDV) in Q4 2024, closing a stake of 10,500 shares — an estimated $177K sold.

Naviter Wealth first reported a position in MDV in Q3 2024 and held it in 1 quarter. The position peaked at $177K in Q3 2024. 51 funds tracked by Wall St. Rank hold MDV as of Q4 2024.

  • Naviter Wealth reported no remaining Modiv Industrial position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 10,500 Modiv Industrial shares in Q4 2024, an estimated $177K.
  • Naviter Wealth first reported a position in Modiv Industrial in Q3 2024 and held it in 1 quarter.
  • Naviter Wealth's Modiv Industrial position peaked at $177K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Modiv Industrial as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.