Raymond James Financial
MDV

Raymond James Financial’s Modiv Industrial MDV Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-469
Closed -$6.6K – 6002
2025
Q2 		$6.6K Buy
+469
New +$6.96K ﹤0.01% 6076

Other funds holding MDV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's MDV Position: Q3 2025 in Review

Raymond James Financial sold out of Modiv Industrial (MDV) in Q3 2025, closing a stake of 469 shares — an estimated $6.6K sold.

Raymond James Financial first reported a position in MDV in Q2 2025 and held it in 1 quarter. The position peaked at $6.6K in Q2 2025. 77 funds tracked by Wall St. Rank hold MDV as of Q3 2025.

  • Raymond James Financial reported no remaining Modiv Industrial position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 469 Modiv Industrial shares in Q3 2025, an estimated $6.6K.
  • Raymond James Financial first reported a position in Modiv Industrial in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Modiv Industrial position peaked at $6.6K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.