Sumitomo Mitsui Trust Group
MDV

Sumitomo Mitsui Trust Group’s Modiv Industrial MDV Stock Holding History

Sumitomo Mitsui Trust Group’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 		$160K Sell
11,155
-15
-0.1% -$223 ﹤0.01% 1040
2025
Q4 		$161K Hold
11,170
– – ﹤0.01% 1041
2025
Q3 		$164K Sell
11,170
-399
-3% -$5.89K ﹤0.01% 1044
2025
Q2 		$163K Hold
11,569
– – ﹤0.01% 1023
2025
Q1 		$186K Hold
11,569
– – ﹤0.01% 1021
2024
Q4 		$172K Buy
+11,569
New +$188K ﹤0.01% 1034

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

Sumitomo Mitsui Trust Group's MDV Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Modiv Industrial (MDV) stake by 0.13% in Q1 2026, selling an estimated $223 and leaving 11,155 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Sumitomo Mitsui Trust Group first reported a position in MDV in Q4 2024 and has held it in 6 quarters since. The position peaked at $186K in Q1 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 11,155 shares of Modiv Industrial worth $160K as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 15 Modiv Industrial shares in Q1 2026, an estimated $223.
  • Modiv Industrial made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #1040 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Modiv Industrial in Q4 2024 and has held it in 6 quarters since.
  • Sumitomo Mitsui Trust Group's Modiv Industrial position peaked at $186K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.