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 96 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $41.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
485
shares
|
$1,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
466
shares
|
$1,486
0.0% of portfolio
|
Q1 2025
Reduced 42.18%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
461
shares
|
$1,470
0.0% of portfolio
|
Q2 2024
Reduced 88.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
380
shares
|
$1,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
300
shares
|
$957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
227
shares
|
$724
0.0% of portfolio
|
Q1 2025
Reduced 79.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
170
shares
|
$542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
105
shares
|
$334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
90
shares
|
$287
0.0% of portfolio
|
Q1 2025
Reduced 54.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$127
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21
shares
|
$66
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
12
shares
|
$38
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
11
shares
|
$35
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$31
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$9
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2
shares
|
$6
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$3
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1
shares
|
$3
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|