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Modiv Industrial

78 hedge funds and large institutions have $35.4M invested in Modiv Industrial in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7778 (+1)

4% more capital invested

Capital invested by funds: $34.2M → $35.4M (+$1.24M)

0.97% more ownership

Funds ownership: 22.96%23.93% (+0.97%)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.85M +$350K +24,029 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.06M -$56.1K -3,852 -0.8%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.26M -$554 -38 -0%
State Street
4
State Street
Massachusetts
$1.75M +$189K +12,970 +12%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$1.3M +$218K +15,000 +20%
PCM
6
Penserra Capital Management
California
$1.12M +$43K +2,950 +4%
MIM
7
Meixler Investment Management
Arizona
$1.02M +$1.04M +71,086 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1M +$23.8K +1,637 +2%
Northern Trust
9
Northern Trust
Illinois
$995K -$61.8K -4,243 -6%
Renaissance Technologies
10
Renaissance Technologies
New York
$950K -$83.8K -5,751 -8%
Two Sigma Investments
11
Two Sigma Investments
New York
$870K +$60.1K +4,128 +7%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$714K +$304K +20,900 +73%
Morgan Stanley
13
Morgan Stanley
New York
$529K +$117K +8,040 +28%
Goldman Sachs
14
Goldman Sachs
New York
$457K +$281K +19,302 +155%
Charles Schwab
15
Charles Schwab
California
$451K +$72.8K +5,000 +19%
UBS Group
16
UBS Group
Switzerland
$409K -$38.8K -2,666 -9%
LPL Financial
17
LPL Financial
California
$405K +$1.54K +106 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$338K -$2.65K -182 -0.8%
PCM
19
Perritt Capital Management
Illinois
$331K
SL
20
Sentinus LLC
Illinois
$331K +$335K +23,000 New
Barclays
21
Barclays
United Kingdom
$260K +$70.8K +4,863 +37%
Bank of America
22
Bank of America
North Carolina
$237K +$87.6K +6,011 +57%
LSV Asset Management
23
LSV Asset Management
Illinois
$235K
PMG
24
Private Management Group
California
$229K
BF
25
Blankinship & Foster
California
$219K +$222K +15,217 New