RWM
MDV

Raffa Wealth Management’s Modiv Industrial MDV Stock Holding History

Raffa Wealth Management’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
2025
Q2 		– Sell
-9,143
Closed -$147K – 1124
2025
Q1 		$147K Buy
+9,143
New +$138K 0.03% 95

Other funds holding MDV

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Raffa Wealth Management's MDV Position: Q2 2025 in Review

Raffa Wealth Management sold out of Modiv Industrial (MDV) in Q2 2025, closing a stake of 9,143 shares — an estimated $147K sold.

Raffa Wealth Management first reported a position in MDV in Q1 2025 and held it in 1 quarter. The position peaked at $147K in Q1 2025. 70 funds tracked by Wall St. Rank hold MDV as of Q2 2025.

  • Raffa Wealth Management reported no remaining Modiv Industrial position as of Q2 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 9,143 Modiv Industrial shares in Q2 2025, an estimated $147K.
  • Raffa Wealth Management first reported a position in Modiv Industrial in Q1 2025 and held it in 1 quarter.
  • Raffa Wealth Management's Modiv Industrial position peaked at $147K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.