MDV

Modiv Industrial
MDV

Overview Fund Activity

30 hedge funds and large institutions have $11.7M invested in Modiv Industrial in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
Regatta Capital Group
California
+$171K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$162K
3
B
Bailard
California
+$149K
4
Marshall Wace
Marshall Wace
United Kingdom
+$143K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$118K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$299K
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$280K
3
Jane Street
Jane Street
New York
-$274K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$52.4K
5
Bank of America
Bank of America
North Carolina
-$37.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.58M +$33.4K +2,363 +0.7%
BA
2
Bard Associates
Illinois
$1.52M -$356 -25 -0%
BlackRock
3
BlackRock
New York
$1.35M +$64.7K +4,577 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.04M +$162K +11,460 +19%
Renaissance Technologies
5
Renaissance Technologies
New York
$666K +$112K +7,900 +20%
Citadel Advisors
6
Citadel Advisors
Florida
$356K +$75.2K +5,319 +27%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$324K +$118K +8,314 +57%
Morgan Stanley
8
Morgan Stanley
New York
$234K +$13.6K +964 +6%
Northern Trust
9
Northern Trust
Illinois
$197K +$40.4K +2,854 +26%
IWC
10
Integrated Wealth Concepts
Massachusetts
$188K +$1.78K +126 +1%
State Street
11
State Street
Massachusetts
$185K +$11.4K +800 +7%
Millennium Management
12
Millennium Management
New York
$183K -$299K -21,154 -62%
RCG
13
Regatta Capital Group
California
$171K +$171K +12,061 New
PCM
14
Perritt Capital Management
Illinois
$156K – – –
B
15
Bailard
California
$149K +$149K +10,517 New
Marshall Wace
16
Marshall Wace
United Kingdom
$143K +$143K +10,097 New
GC
17
Globeflex Capital
California
$87.6K -$35K -2,474 -29%
Osaic Holdings
18
Osaic Holdings
Arizona
$47K +$47K +3,322 New
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$39K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$25.9K +$9.56K +676 +58%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$3.24K +250 +424%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$2.19K -$280K -19,787 -99%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.64K +$1.13K +80 +222%
Bank of America
24
Bank of America
North Carolina
$891 -$37.3K -2,635 -98%
IHWM
25
Iron Horse Wealth Management
Iowa
$729 +$14 +1 +2%
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