UBS Group
MDV

UBS Group’s Modiv Industrial MDV Stock Holding History

UBS 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 		$371K Sell
25,930
-2,498
-9% -$37.1K ﹤0.01% 6281
2025
Q4 		$409K Sell
28,428
-2,666
-9% -$38.8K ﹤0.01% 6196
2025
Q3 		$455K Buy
31,094
+21,807
+235% +$322K ﹤0.01% 6168
2025
Q2 		$131K Buy
9,287
+3,478
+60% +$51.6K ﹤0.01% 7016
2025
Q1 		$93.2K Buy
5,809
+1,929
+50% +$29.2K ﹤0.01% 7091
2024
Q4 		$57.7K Sell
3,880
-8,488
-69% -$138K ﹤0.01% 7211
2024
Q3 		$208K Buy
12,368
+12,322
+26,787% +$189K ﹤0.01% 5847
2024
Q2 		$651 Sell
46
-647
-93% -$9.78K ﹤0.01% 8827
2024
Q1 		$11.6K Sell
693
-824
-54% -$12.3K ﹤0.01% 7170
2023
Q4 		$20.9K Buy
+1,517
New +$21.3K ﹤0.01% 7082
2023
Q2 		– Sell
-2,037
Closed -$20K – 9359
2023
Q1 		$20K Sell
2,037
-987
-33% -$10.8K ﹤0.01% 7080
2022
Q4 		$33.5K Sell
3,024
-7,832
-72% -$85K ﹤0.01% 7127
2022
Q3 		$146K Buy
10,856
+9,716
+852% +$140K ﹤0.01% 5381
2022
Q2 		$19K Buy
1,140
+105
+10% +$1.69K ﹤0.01% 6944
2022
Q1 		$17K Buy
+1,035
New +$20.2K ﹤0.01% 7659

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

UBS Group's MDV Position: Q1 2026 in Review

UBS Group reduced its Modiv Industrial (MDV) stake by 8.8% in Q1 2026, selling an estimated $37.1K and leaving 25,930 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #6281.

UBS Group first reported a position in MDV in Q1 2022 and has held it in 15 quarters since. The position peaked at $455K in Q3 2025. 86 funds tracked by Wall St. Rank hold MDV as of Q1 2026.

  • UBS Group held 25,930 shares of Modiv Industrial worth $371K as of Q1 2026.
  • UBS Group sold 2,498 Modiv Industrial shares in Q1 2026, an estimated $37.1K.
  • Modiv Industrial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6281 holding.
  • UBS Group first reported a position in Modiv Industrial in Q1 2022 and has held it in 15 quarters since.
  • UBS Group's Modiv Industrial position peaked at $455K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.