TWD
MDV

True Wealth Design’s Modiv Industrial MDV Stock Holding History

True Wealth Design’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 		– Sell
-2
Closed -$29 – 2795
2026
Q1 		$29 Hold
2
– – ﹤0.01% 2613
2025
Q4 		$29 Sell
2
-4
-67% -$58 ﹤0.01% 2462
2025
Q3 		$88 Buy
+6
New +$89 ﹤0.01% 2473

Other funds holding MDV

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

True Wealth Design's MDV Position: Q2 2026 in Review

True Wealth Design sold out of Modiv Industrial (MDV) in Q2 2026, closing a stake of 2 shares — an estimated $29 sold.

True Wealth Design first reported a position in MDV in Q3 2025 and held it in 3 quarters. The position peaked at $88 in Q3 2025. 17 funds tracked by Wall St. Rank hold MDV as of Q2 2026.

  • True Wealth Design reported no remaining Modiv Industrial position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Modiv Industrial shares in Q2 2026, an estimated $29.
  • True Wealth Design first reported a position in Modiv Industrial in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's Modiv Industrial position peaked at $88 in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Modiv Industrial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.