Modiv Ownership | Who Owns Modiv?

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Modiv Ownership Summary

Modiv is owned by 15.68% institutional investors, 8.98% insiders, and 75.34% retail investors. Vanguard group is the largest institutional shareholder, holding 4.68% of MDV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.46% of its assets in Modiv shares.

MDV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Modiv	15.68%	8.98%	75.34%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Diversified REIT Stocks	47.05%	6.23%	46.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	441.37K	4.68%	$6.57M
Blackrock	95.55K	1.12%	$1.35M
Blackrock funding, inc. /de	104.64K	1.11%	$1.56M
Bard associates	103.94K	1.10%	$1.56M
Susquehanna group, llp	96.34K	1.02%	$1.43M
Geode capital management	92.41K	0.98%	$1.38M
Renaissance	69.60K	0.74%	$1.04M
Penserra capital management	56.38K	0.60%	$838.00K
Qube research	43.15K	0.46%	$642.12K
Millennium management	38.34K	0.41%	$570.56K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bard associates	103.94K	0.53%	$1.56M
Perritt capital management	11.00K	0.09%	$163.68K
Regatta capital group	12.06K	0.03%	$179.47K
683 capital management	21.57K	0.02%	$320.89K
Penserra capital management	56.38K	0.02%	$838.00K
Globeflex capital l p	11.70K	0.01%	$174.02K
Hillsdale investment management	16.70K	0.01%	$248.50K
Bailard	13.30K	0.01%	$197.93K
Mascoma wealth management	937.00	0.00%	$13.94K
Hollencrest capital management	5.38K	0.00%	$80.03K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	441.37K	0.00%	108.47K
Susquehanna group, llp	96.34K	0.00%	64.81K
Penserra capital management	56.38K	0.02%	56.38K
Goldman sachs group	24.94K	0.00%	24.94K
Millennium management	38.34K	0.00%	23.25K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	69.60K	0.00%	-19.10K
Naviter wealth	-	-	-10.50K
Ubs group	3.88K	-	-8.49K
Bank of america corp /de/	63.00	-	-2.63K
Bard associates	103.94K	0.53%	-2.00K

New Positions

Holder	Shares	% Assets	Change	Value
Penserra capital management	56.38K	0.02%	56.38K	$838.00K
Goldman sachs group	24.94K	0.00%	24.94K	$371.14K
683 capital management	21.57K	0.02%	21.57K	$320.89K
Jane street group	19.85K	0.00%	19.85K	$295.35K
Hillsdale investment management	16.70K	0.01%	16.70K	$248.50K

Sold Out

Holder	Change
Gradient investments	-20.00
Tower research capital llc (trc)	-609.00
Naviter wealth	-10.50K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	50	31.58%	1,478,686	41.10%	15	12.70%	32	14.29%	4	-
Sep 30, 2024	38	31.03%	1,047,973	27.31%	11	12.04%	28	47.37%	4	-50.00%
Jun 30, 2024	29	11.54%	823,155	1.84%	9	8.40%	19	26.67%	8	33.33%
Mar 31, 2024	26	-	808,278	7.40%	10	10.76%	15	-16.67%	6	500.00%
Dec 31, 2023	26	30.00%	752,555	11.57%	9	12.43%	18	28.57%	1	-66.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	244.78K	2.46%	377.00
Vanguard Institutional Extnd Mkt Idx Tr	179.23K	1.80%	-
Hoya Capital High Dividend Yield ETF	68.13K	0.68%	-
Fidelity Extended Market Index	51.63K	0.52%	1.40K
iShares Micro-Cap ETF	21.05K	0.21%	-
Fidelity Total Market Index	17.01K	0.17%	-14.00
Bailard Small Cap Value	13.30K	0.14%	715.00
Bailard Micrcap Value	13.30K	0.14%	715.00
Fidelity Series Total Market Index	11.93K	0.12%	108.00
Perritt Ultra MicroCap	11.00K	0.12%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 01, 2024	First City Investment Group, LLC	-	Sell	-
Aug 01, 2024	First City Investment Group, LLC	-	Sell	$1.83M
Jul 31, 2024	First City Investment Group, LLC	-	Buy	$74.71K
Mar 26, 2024	First City Investment Group, LLC	-	Sell	$62.18K
Mar 20, 2024	First City Investment Group, LLC	-	Sell	$9.42K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	1	2
2024 Q2	-	-
2024 Q1	11	5

MDV Ownership FAQ

Who Owns Modiv?

Modiv shareholders are primarily institutional investors at 15.68%, followed by 8.98% insiders and 75.34% retail investors. The average institutional ownership in Modiv's industry, Diversified REIT Stocks, is 47.05%, which Modiv falls below.

Who owns the most shares of Modiv?

Modiv’s largest shareholders are Vanguard group (441.37K shares, 4.68%), Blackrock (95.55K shares, 1.12%), and Blackrock funding, inc. /de (104.64K shares, 1.11%). Together, they hold 6.90% of Modiv’s total shares outstanding.

Does Blackrock own Modiv?

Yes, BlackRock owns 1.12% of Modiv, totaling 95.55K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.35M$. In the last quarter, BlackRock increased its holdings by 4.58K shares, a 5.03% change.

Who is Modiv’s biggest shareholder by percentage of total assets invested?

Bard associates is Modiv’s biggest shareholder by percentage of total assets invested, with 0.53% of its assets in 103.94K Modiv shares, valued at 1.56M$.

Who is the top mutual fund holder of Modiv shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Modiv shares, with 2.46% of its total shares outstanding invested in 244.78K Modiv shares.

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