Institutional Ownership Modiv Inc. (MDV)
This table provides information about the institutional ownership of Modiv Inc. (MDV). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
12,061
shares
|
$187,910
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
11,766
shares
|
$183,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,764
shares
|
$183,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
11,695
shares
|
$182,208
0.01% of portfolio
|
Q3 2024
Added 88.69%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
11,569
shares
|
$180,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,000
shares
|
$171,380
0.09% of portfolio
|
Q2 2023
Added 21.28%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
10,600
shares
|
$165,148
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,230
shares
|
$97,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
5,956
shares
|
$92,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
5,378
shares
|
$83,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,880
shares
|
$60,450
0.0% of portfolio
|
Q4 2024
Reduced 68.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,322
shares
|
$51,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
3,321
shares
|
$51,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,740
shares
|
$42,689
0.0% of portfolio
|
Q3 2023
Added 448.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
2,656
shares
|
$41,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
937
shares
|
$14,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
537
shares
|
$8,366
0.0% of portfolio
|
Q3 2024
Added 2457.14%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
415
shares
|
$6,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
404
shares
|
$6,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
257
shares
|
$4,004
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
256
shares
|
$3,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
101
shares
|
$1,573
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
71
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
53
shares
|
$825
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2024
Reduced 97.92%
|