MDV

Modiv Industrial
MDV

Overview Fund Activity

20 hedge funds and large institutions have $11.3M invested in Modiv Industrial in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Bard Associates
Illinois
+$1.78M
2
GC
Globeflex Capital
California
+$194K
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$116K
4
Osaic Holdings
Osaic Holdings
Arizona
+$55.4K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$38K

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$183K
2
TRCT
Tower Research Capital (TRC)
New York
-$14.3K
3
BlackRock
BlackRock
New York
-$13.7K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.32K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.31M +$38K +2,467 +0.7%
BA
2
Bard Associates
Illinois
$1.78M +$1.78M +114,663 New
BlackRock
3
BlackRock
New York
$1.52M -$13.7K -888 -0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$958K +$30.2K +1,960 +3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$768K +$116K +7,511 +18%
IWC
6
Integrated Wealth Concepts
Massachusetts
$216K +$2.19K +142 +1%
GC
7
Globeflex Capital
California
$194K +$194K +12,595 New
Northern Trust
8
Northern Trust
Illinois
$187K – – –
PCM
9
Perritt Capital Management
Illinois
$184K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$55.4K +$55.4K +3,598 New
Nisa Investment Advisors
11
Nisa Investment Advisors
Missouri
$45.7K +$37.4K +2,425 +447%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$32.6K +$32.6K +2,114 New
Morgan Stanley
13
Morgan Stanley
New York
$12.8K +$12.8K +828 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.46K +$3.46K +224 New
TFG
15
Team Financial Group
California
$2.53K +$2.53K +164 New
TRCT
16
Tower Research Capital (TRC)
New York
$1.4K -$14.3K -929 -91%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K -$1.32K -75 -57%
Wells Fargo
18
Wells Fargo
California
$760 +$15 +1 +2%
IHWM
19
Iron Horse Wealth Management
Iowa
$584 +$584 +38 New
GI
20
Gradient Investments
Minnesota
$250 – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
– -$183K -13,210 Closed