Institutional Ownership Modiv Care Inc (MODV)
This table provides information about the institutional ownership of Modiv Care Inc (MODV). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 9.65 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
680
shares
|
$224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
596
shares
|
$196
0.0% of portfolio
|
Q1 2025
Reduced 72.9%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
591
shares
|
$195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
530
shares
|
$174
0.0% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
380
shares
|
$125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
330
shares
|
$108
0.0% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
300
shares
|
$99
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
237
shares
|
$78
0.0% of portfolio
|
Q2 2025
Reduced 95.46%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
170
shares
|
$56
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$13
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
21
shares
|
$6
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
14
shares
|
$4
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$3
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|