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MDV

Modiv Industrial
MDV

13 hedge funds and large institutions have $8.27M invested in Modiv Industrial in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

55% more capital invested

Capital invested by funds: $5.35M → $8.27M (+$2.92M)

0.69% more ownership

Funds ownership: 7.22% → 7.91% (+0.69%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$502K
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$157K
3
BlackRock
BlackRock
New York
+$147K
4
PCM
Perritt Capital Management
Illinois
+$24.8K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.3K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$115K
2
TRCT
Tower Research Capital (TRC)
New York
-$27.7K
3
UBS Group
UBS Group
Switzerland
-$20K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$14.4K
5
WWM
Wolff Wiese Magana
California
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.74M -$14.4K -1,217 -0.4%
BlackRock
2
BlackRock
New York
$1.38M +$147K +12,360 +14%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$833K – – –
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$586K +$502K +42,307 New
IWC
5
Integrated Wealth Concepts
Massachusetts
$192K +$2.3K +194 +1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$183K +$157K +13,210 New
Northern Trust
7
Northern Trust
Illinois
$168K – – –
PCM
8
Perritt Capital Management
Illinois
$165K +$24.8K +2,090 +21%
TRCT
9
Tower Research Capital (TRC)
New York
$14.1K -$27.7K -2,332 -70%
Nisa Investment Advisors
10
Nisa Investment Advisors
Missouri
$7.5K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2K +$1.57K +132 New
Wells Fargo
12
Wells Fargo
California
$668 +$47 +4 +9%
GI
13
Gradient Investments
Minnesota
$225 – – –
Renaissance Technologies
14
Renaissance Technologies
New York
– -$115K -11,696 Closed
UBS Group
15
UBS Group
Switzerland
– -$20K -2,037 Closed
WWM
16
Wolff Wiese Magana
California
– -$11K -1,117 Closed

MDV Hedge Fund Activity: Q2 2023 in Review

13 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q2 2023, worth a combined $8.27M — up 55% from $5.35M a quarter earlier.

Fund positioning in MDV was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $502K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115K sold.

  • 13 institutional investors held Modiv Industrial (MDV) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $8.27M of Modiv Industrial stock for Q2 2023, up 55% quarter-over-quarter.
  • 3 funds opened new Modiv Industrial positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Modiv Industrial buyer in Q2 2023 was State of New Jersey Common Pension Fund D, an estimated $502K added.
  • The largest Modiv Industrial seller in Q2 2023 was Renaissance Technologies, an estimated $115K sold.

Based on aggregated 13F filings for Q2 2023.