Institutional Ownership Modiv Inc. (MDV)
This table provides information about the institutional ownership of Modiv Inc. (MDV). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 1.7 Million shares, which have been reported (via 13F filing form) to have a value of $24.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
12,393
shares
|
$180,318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
12,200
shares
|
$177,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
12,061
shares
|
$175,487
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
11,695
shares
|
$170,162
0.02% of portfolio
|
Q3 2024
Added 88.69%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
11,569
shares
|
$168,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
10,766
shares
|
$156,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,672
shares
|
$155,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,090
shares
|
$146,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
10,000
shares
|
$145,500
0.14% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
7,535
shares
|
$109,634
0.0% of portfolio
|
Q1 2025
Reduced 50.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,000
shares
|
$101,850
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
5,956
shares
|
$86,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,809
shares
|
$84,520
0.0% of portfolio
|
Q1 2025
Added 49.72%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
5,378
shares
|
$78,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
4,055
shares
|
$59,000
0.0% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
2,656
shares
|
$38,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,080
shares
|
$30,264
0.0% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,267
shares
|
$18,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
945
shares
|
$13,749
0.0% of portfolio
|
Q1 2025
Reduced 93.66%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
643
shares
|
$9,355
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
515
shares
|
$7,493
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
415
shares
|
$6,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
404
shares
|
$5,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
317
shares
|
$4,612
0.0% of portfolio
|
Q1 2025
Added 31600.0%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
250
shares
|
$3,637
0.0% of portfolio
|
Q1 2025
Reduced 2.72%
|