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MDV

Modiv Industrial
MDV

51 hedge funds and large institutions have $22M invested in Modiv Industrial in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

28% more funds holding

Funds holding: 40 → 51 (+11)

25% more capital invested

Capital invested by funds: $17.7M → $22M (+$4.35M)

4.17% more ownership

Funds ownership: 11.16% → 15.33% (+4.2%)

Holders
51
Holders Change
+11
Holders Change %
+27.5%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.76M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
3
PCM
Penserra Capital Management
California
+$916K
4
Goldman Sachs
Goldman Sachs
New York
+$405K
5
Millennium Management
Millennium Management
New York
+$378K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$352K
2
Renaissance Technologies
Renaissance Technologies
New York
-$310K
3
NW
Naviter Wealth
Arkansas
-$177K
4
UBS Group
UBS Group
Switzerland
-$138K
5
BA
Bard Associates
Illinois
-$32.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
26
Regatta Capital Group
California
$179K – – –
Man Group
27
Man Group
United Kingdom
$175K +$191K +11,766 New
SSA
28
Schonfeld Strategic Advisors
New York
$175K +$191K +11,764 New
GC
29
Globeflex Capital
California
$174K – – –
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$172K +$188K +11,569 New
PCM
31
Perritt Capital Management
Illinois
$164K – – –
TCM
32
TT Capital Management
California
$158K +$172K +10,600 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$93K +$101K +6,230 New
Mitsubishi UFJ Asset Management
34
Mitsubishi UFJ Asset Management
Japan
$88.6K – – –
HCM
35
Hollencrest Capital Management
California
$80K – – –
UBS Group
36
UBS Group
Switzerland
$57.7K -$138K -8,488 -69%
RAM
37
Resona Asset Management
Japan
$49.6K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$49.4K – – –
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
$41K – – –
Daiwa Securities Group
40
Daiwa Securities Group
Japan
$40K – – –
MWM
41
Mascoma Wealth Management
New Hampshire
$13.9K +$15.2K +937 New
JP Morgan Chase
42
JP Morgan Chase
New York
$7.99K – – –
RFA
43
Reyes Financial Architecture
California
$6.17K +$6.75K +415 New
AG
44
AmeriFlex Group
Nevada
$5.92K +$6.57K +404 New
MIM
45
MetLife Investment Management
New Jersey
$3.82K -$81 -5 -2%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$3.81K +$4.16K +256 New
Bank of America
47
Bank of America
North Carolina
$1.06K +$16 +1 +1%
RBC
48
Roble Belko & Company
Pennsylvania
$1K +$33 +2 +2%
IHWM
49
Iron Horse Wealth Management
Iowa
$795 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$529 – – –
1
2
3

MDV Hedge Fund Activity: Q4 2024 in Review

51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q4 2024, worth a combined $22M — up 25% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MDV positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $352K sold.

  • 51 institutional investors held Modiv Industrial (MDV) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $22M of Modiv Industrial stock for Q4 2024, up 25% quarter-over-quarter.
  • 15 funds opened new Modiv Industrial positions in Q4 2024 and 4 closed out, a net change of +11 holders.
  • The largest Modiv Industrial buyer in Q4 2024 was Vanguard Group, an estimated $1.76M added.
  • The largest Modiv Industrial seller in Q4 2024 was Citadel Advisors, an estimated $352K sold.

Based on aggregated 13F filings for Q4 2024.