Modiv Industrial
MDV
12 hedge funds and large institutions have $4.58M invested in Modiv Industrial in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
1,674% more capital invested
Capital invested by funds: $258K → $4.58M (+$4.32M)
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
200% more funds holding
Funds holding: 4 → 12 (+8)
3.54% more ownership
Funds ownership: 0.21% → 3.75% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.42M |
| 2 |
BlackRock
New York
|
+$301K |
| 3 |
Millennium Management
New York
|
+$294K |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$213K |
| 5 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$220K |
| 2 |
SSG
Summit Securities Group
New York
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $3.47M | +$3.42M | +212,397 | New |
|
|
2
BlackRock
New York
| $305K | +$301K | +18,683 | New |
|
|
3
Millennium Management
New York
| $298K | +$294K | +18,279 | New |
|
|
LWAC
4
Laurel Wealth Advisors (California)
Solana Beach,
California
| $216K | +$213K | +13,252 | New |
|
|
LWM
5
Liberty Wealth Management
Oakland,
California
| $181K | +$179K | +11,116 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $44K | +$43.1K | +2,677 | New |
|
7
Morgan Stanley
New York
| $20K | +$8.5K | +528 | +74% |
|
8
UBS Group
Zurich,
Switzerland
| $19K | +$1.69K | +105 | +10% |
|
|
WWM
9
Wolff Wiese Magana
Carslbad,
California
| $18K | +$18K | +1,117 | New |
|
10
Citigroup
New York
| $5K | +$5.04K | +313 | New |
|
11
Asset Management One
Tokyo,
Japan
| $3K | +$3.49K | +217 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $2K | +$2.11K | +131 | New |
|
|
13
Ameriprise
Minneapolis,
Minnesota
| – | -$220K | -13,310 | Closed |
|
|
SSG
14
Summit Securities Group
New York
| – | -$9K | -542 | Closed |
|
MDV Hedge Fund Activity: Q2 2022 in Review
12 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q2 2022, worth a combined $4.58M — up 1,674% from $258K a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MDV positions and 2 closed out — a net gain of 8 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $3.42M. The largest seller was Ameriprise, exiting entirely with an estimated $220K sold.
- 12 institutional investors held Modiv Industrial (MDV) as of Q2 2022, up from 4 in Q1 2022.
- Funds reported $4.58M of Modiv Industrial stock for Q2 2022, up 1,674% quarter-over-quarter.
- 10 funds opened new Modiv Industrial positions in Q2 2022 and 2 closed out, a net change of +8 holders.
- The largest Modiv Industrial buyer in Q2 2022 was Vanguard Group, an estimated $3.42M added.
- The largest Modiv Industrial seller in Q2 2022 was Ameriprise, an estimated $220K sold.
Based on aggregated 13F filings for Q2 2022.