Modiv Ownership 2024 | Who Owns Modiv Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

9.61%

Insider Ownership

8.96%

Retail Ownership

81.44%

Institutional Holders

29.00

Modiv Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	3.78%	0.00%	323,898	2,363	0.73%	4,579,918	Jun 30, 2024
BARD ASSOCIATES INC	1.25%	0.58%	106,940	-25	-0.02%	1,522,059	Jun 30, 2024
BLACKROCK INC.	1.12%	-	95,547	4,577	5.03%	1,351,034	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.85%	0.00%	73,228	11,460	18.55%	1,035,677	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	47,100	7,900	20.15%	665,994	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.27%	0.00%	22,929	8,314	56.89%	324,217	Jun 30, 2024
MORGAN STANLEY	0.19%	-	16,572	964	6.18%	234,341	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	13,955	2,854	25.71%	197,324,000	Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC	0.16%	0.00%	13,300	126	0.96%	188,065	Jun 30, 2024
STATE STREET CORP	0.15%	-	13,014	800	6.55%	185,265,000	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.15%	0.00%	12,961	-21,154	-62.01%	183,269	Jun 30, 2024
REGATTA CAPITAL GROUP, LLC	0.14%	0.04%	12,061	12,061	100.00%	170,543	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.13%	0.09%	11,000	-	-	155,540	Jun 30, 2024
BAILARD, INC.	0.12%	0.00%	10,517	10,517	100.00%	148,710	Jun 30, 2024
MARSHALL WACE, LLP	0.12%	0.00%	10,097	10,097	100.00%	142,771	Jun 30, 2024
GLOBEFLEX CAPITAL L P	0.07%	0.01%	6,198	-2,474	-28.53%	87,640	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.04%	0.00%	3,322	3,322	100.00%	46,973	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	0.00%	2,740	-	-	39,006	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,833	676	58.43%	25,918	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	309	250	423.73%	4,000	Jun 30, 2024

Modiv's largest institutional shareholder is VANGUARD GROUP INC, holding 3.78% of the company's total share outstanding, currently valued at $4.58M. The top 10 institutional shareholders own together 8.48% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARD ASSOCIATES INC	1.25%	0.58%	106,940	-25	-0.02%	1,522,059	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.13%	0.09%	11,000	-	-	155,540	Jun 30, 2024
REGATTA CAPITAL GROUP, LLC	0.14%	0.04%	12,061	12,061	100.00%	170,543	Jun 30, 2024
GLOBEFLEX CAPITAL L P	0.07%	0.01%	6,198	-2,474	-28.53%	87,640	Jun 30, 2024
BAILARD, INC.	0.12%	0.00%	10,517	10,517	100.00%	148,710	Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC	0.16%	0.00%	13,300	126	0.96%	188,065	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	47,100	7,900	20.15%	665,994	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,833	676	58.43%	25,918	Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC	0.00%	0.00%	52	1	1.96%	729	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	0.00%	2,740	-	-	39,006	Jun 30, 2024
MARSHALL WACE, LLP	0.12%	0.00%	10,097	10,097	100.00%	142,771	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.04%	0.00%	3,322	3,322	100.00%	46,973	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.85%	0.00%	73,228	11,460	18.55%	1,035,677	Jun 30, 2024
VANGUARD GROUP INC	3.78%	0.00%	323,898	2,363	0.73%	4,579,918	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.15%	0.00%	12,961	-21,154	-62.01%	183,269	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.27%	0.00%	22,929	8,314	56.89%	324,217	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	13,955	2,854	25.71%	197,324,000	Jun 30, 2024
BLACKROCK INC.	1.12%	-	95,547	4,577	5.03%	1,351,034	Jun 30, 2024
MORGAN STANLEY	0.19%	-	16,572	964	6.18%	234,341	Jun 30, 2024
STATE STREET CORP	0.15%	-	13,014	800	6.55%	185,265,000	Jun 30, 2024

The largest Modiv shareholder by % of total assets is BARD ASSOCIATES INC. The company owns 106.94K shares of Modiv (MDV), representing 0.58% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
REGATTA CAPITAL GROUP, LLC	0.14%	0.04%	12,061	12,061	100.00%	170,543	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.85%	0.00%	73,228	11,460	18.55%	1,035,677	Jun 30, 2024
BAILARD, INC.	0.12%	0.00%	10,517	10,517	100.00%	148,710	Jun 30, 2024
MARSHALL WACE, LLP	0.12%	0.00%	10,097	10,097	100.00%	142,771	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.27%	0.00%	22,929	8,314	56.89%	324,217	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.55%	0.00%	47,100	7,900	20.15%	665,994	Jun 30, 2024
BLACKROCK INC.	1.12%	-	95,547	4,577	5.03%	1,351,034	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.04%	0.00%	3,322	3,322	100.00%	46,973	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	13,955	2,854	25.71%	197,324,000	Jun 30, 2024
VANGUARD GROUP INC	3.78%	0.00%	323,898	2,363	0.73%	4,579,918	Jun 30, 2024
MORGAN STANLEY	0.19%	-	16,572	964	6.18%	234,341	Jun 30, 2024
STATE STREET CORP	0.15%	-	13,014	800	6.55%	185,265,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,833	676	58.43%	25,918	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	309	250	423.73%	4,000	Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC	0.16%	0.00%	13,300	126	0.96%	188,065	Jun 30, 2024
FMR LLC	0.00%	-	116	80	222.22%	1,641	Jun 30, 2024
GRADIENT INVESTMENTS LLC	0.00%	-	20	5	33.33%	283	Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC	0.00%	0.00%	52	1	1.96%	729	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	0.00%	2,740	-	-	39,006	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.13%	0.09%	11,000	-	-	155,540	Jun 30, 2024

As of Jun 30 2024, Modiv's largest institutional buyer is REGATTA CAPITAL GROUP, LLC. The company purchased 12.06K stocks of MDV, valued at $170.54K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MILLENNIUM MANAGEMENT LLC	0.15%	0.00%	12,961	-21,154	-62.01%	183,269	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.00%	-	155	-19,787	-99.22%	2,192	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	21	-3,707	-99.44%	297	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	63	-2,635	-97.66%	891	Jun 30, 2024
GLOBEFLEX CAPITAL L P	0.07%	0.01%	6,198	-2,474	-28.53%	87,640	Jun 30, 2024
UBS GROUP AG	0.00%	-	46	-647	-93.36%	651	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-47	-97.92%	12	Jun 30, 2024
BARD ASSOCIATES INC	1.25%	0.58%	106,940	-25	-0.02%	1,522,059	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.13%	0.09%	11,000	-	-	155,540	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	0.00%	2,740	-	-	39,006	Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC	0.00%	0.00%	52	1	1.96%	729	Jun 30, 2024
GRADIENT INVESTMENTS LLC	0.00%	-	20	5	33.33%	283	Jun 30, 2024
FMR LLC	0.00%	-	116	80	222.22%	1,641	Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC	0.16%	0.00%	13,300	126	0.96%	188,065	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	309	250	423.73%	4,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,833	676	58.43%	25,918	Jun 30, 2024
STATE STREET CORP	0.15%	-	13,014	800	6.55%	185,265,000	Jun 30, 2024
MORGAN STANLEY	0.19%	-	16,572	964	6.18%	234,341	Jun 30, 2024
VANGUARD GROUP INC	3.78%	0.00%	323,898	2,363	0.73%	4,579,918	Jun 30, 2024
NORTHERN TRUST CORP	0.16%	-	13,955	2,854	25.71%	197,324,000	Jun 30, 2024

As of Jun 30 2024, Modiv's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -21.15K shares of MDV, valued at $183.27K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
REGATTA CAPITAL GROUP, LLC	0.14%	0.04%	12,061	12,061	100.00%	170,543	Jun 30, 2024
BAILARD, INC.	0.12%	0.00%	10,517	10,517	100.00%	148,710	Jun 30, 2024
MARSHALL WACE, LLP	0.12%	0.00%	10,097	10,097	100.00%	142,771	Jun 30, 2024

Modiv's largest new institutional shareholder by number of shares is REGATTA CAPITAL GROUP, LLC, purchased 12.06K shares, valued at $170.54K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Modiv Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	0.09%	11,000	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.01%	7,600	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	306,150	-81,502	-21.02%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	55,490	3,459	6.65%	Feb 29, 2024
BAIRD FUNDS INC	0.00%	295,000	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	6,088	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	3,196	-	-	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	7,300	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	4,454	4,454	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	1,609	777	93.39%	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	825	825	-	Jan 31, 2024
iSHARES TRUST	0.00%	16,588	129	0.78%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	1,167	-122	-9.46%	Mar 31, 2024

Modiv's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 11.00K shares, compromising 0.09% of its total assets.

Modiv Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	29	11.54%
31 Mar, 24	26	-
31 Dec, 23	26	30.00%
30 Sep, 23	20	53.85%
30 Jun, 23	13	-
31 Mar, 23	13	-7.14%
31 Dec, 22	14	16.67%
30 Sep, 22	12	-
30 Jun, 22	12	200.00%
31 Mar, 22	4	-

As of 30 Jun 24, 29 institutions are holding Modiv's shares, representing an increase of 11.54% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	823,155	1.84%
31 Mar, 24	808,278	7.40%
31 Dec, 23	752,555	11.57%
30 Sep, 23	674,515	22.39%
30 Jun, 23	551,128	9.52%
31 Mar, 23	503,207	6.77%
31 Dec, 22	471,292	2.23%
30 Sep, 22	461,031	77.96%
30 Jun, 22	259,064	1698.06%
31 Mar, 22	14,408	-

Modiv (MDV) has 823.15K shares outstanding as of 30 Jun 24, up 1.84% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	9.61%	8.40%
31 Mar, 24	10.69%	10.76%
31 Dec, 23	9.97%	12.43%
30 Sep, 23	8.96%	16.73%
30 Jun, 23	7.32%	16.39%
31 Mar, 23	6.68%	16.86%
31 Dec, 22	6.29%	16.44%
30 Sep, 22	6.19%	51.57%
30 Jun, 22	3.46%	9467.22%
31 Mar, 22	0.19%	-

As of 30 Jun 24, Modiv is held by 9.61% institutional shareholders, representing a 8.40% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	19	26.67%
31 Mar, 24	15	-16.67%
31 Dec, 23	18	28.57%
30 Sep, 23	14	100.00%
30 Jun, 23	7	16.67%
31 Mar, 23	6	-14.29%
31 Dec, 22	7	-22.22%
30 Sep, 22	9	-25.00%
30 Jun, 22	12	200.00%
31 Mar, 22	4	-

19 institutional shareholders have increased their position in MDV stock as of 30 Jun 24 compared to 15 in the previous quarter (a 26.67% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	8	33.33%
31 Mar, 24	6	500.00%
31 Dec, 23	1	-66.67%
30 Sep, 23	3	50.00%
30 Jun, 23	2	-
31 Mar, 23	2	-50.00%
31 Dec, 22	4	300.00%
30 Sep, 22	1	-
30 Jun, 22	-	-
31 Mar, 22	-	-

8 institutional shareholders have reduced their position in MDV stock as of 30 Jun 24 compared to 6 in the previous quarter (a 33.33% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	29	11.54%	823,155	1.84%	9.61%	8.40%	19	26.67%	8	33.33%
31 Mar, 24	26	-	808,278	7.40%	10.69%	10.76%	15	-16.67%	6	500.00%
31 Dec, 23	26	30.00%	752,555	11.57%	9.97%	12.43%	18	28.57%	1	-66.67%
30 Sep, 23	20	53.85%	674,515	22.39%	8.96%	16.73%	14	100.00%	3	50.00%
30 Jun, 23	13	-	551,128	9.52%	7.32%	16.39%	7	16.67%	2	-
31 Mar, 23	13	-7.14%	503,207	6.77%	6.68%	16.86%	6	-14.29%	2	-50.00%
31 Dec, 22	14	16.67%	471,292	2.23%	6.29%	16.44%	7	-22.22%	4	300.00%
30 Sep, 22	12	-	461,031	77.96%	6.19%	51.57%	9	-25.00%	1	-
30 Jun, 22	12	200.00%	259,064	1698.06%	3.46%	9467.22%	12	200.00%	-	-
31 Mar, 22	4	-	14,408	-	0.19%	-	4	-	-	-

Modiv Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	123,809	$14.80	$1.83M	530,135
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	656,191	-	-	-
Aug 02, 2024	First City Investment Group, LLC	10 percent owner	-	P-Purchase	Buy	5,000	$14.94	$74.71K	653,944

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 02, 2024	First City Investment Group, LLC	10 percent owner	-	P-Purchase	Buy	5,000	$14.94	$74.71K	653,944

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	123,809	$14.80	$1.83M	530,135
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	656,191	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	123,809	$14.80	$1.83M	530,135
Aug 05, 2024	First City Investment Group, LLC	10 percent owner	-	S-Sale	Sell	656,191	-	-	-
Aug 02, 2024	First City Investment Group, LLC	10 percent owner	-	P-Purchase	Buy	5,000	$14.94	$74.71K	653,944
Jul 29, 2024	MARKMAN ADAM SCOTT	director	-	J-Other	Buy	140	$14.80	$2.08K	22,878
Jul 26, 2024	Halfacre Aaron Scott	director, officer	CEO and President	J-Other	Buy	706	$14.44	$10.20K	107,102
Jul 26, 2024	NOLAN THOMAS H JR	director	-	J-Other	Buy	149	$14.39	$2.15K	22,681
Jul 26, 2024	SMITH KIMBERLY J	director	-	J-Other	Buy	63	$14.39	$913.92	9,631
Jul 01, 2024	NOLAN THOMAS H JR	director	-	A-Award	Buy	1,060	$14.14	$15.00K	22,531
Jul 01, 2024	McWilliams Curtis B	director	-	A-Award	Buy	1,060	$14.14	$15.00K	20,793
Jul 01, 2024	Tirondola Connie	director	-	A-Award	Buy	707	$14.14	$10.00K	8,792
Jul 01, 2024	SMITH KIMBERLY J	director	-	A-Award	Buy	884	$14.14	$12.50K	9,567
Jul 01, 2024	MARKMAN ADAM SCOTT	director	-	A-Award	Buy	1,060	$14.14	$15.00K	22,737
Jun 27, 2024	MARKMAN ADAM SCOTT	director	-	J-Other	Buy	144	$14.30	$2.06K	21,677
Jun 27, 2024	Halfacre Aaron Scott	director, officer	CEO and President	J-Other	Buy	711	$14.24	$10.13K	106,396
Jun 25, 2024	NOLAN THOMAS H JR	director	-	J-Other	Buy	143	$14.19	$2.04K	21,471
Jun 25, 2024	SMITH KIMBERLY J	director	-	J-Other	Buy	58	$14.19	$823.63	8,683
May 30, 2024	Halfacre Aaron Scott	director, officer	CEO and President	J-Other	Buy	654	$15.39	$10.07K	105,684
May 22, 2024	SMITH KIMBERLY J	director	-	J-Other	Buy	53	$15.34	$818.86	8,625
May 22, 2024	NOLAN THOMAS H JR	director	-	J-Other	Buy	131	$15.34	$2.02K	21,327
May 22, 2024	MARKMAN ADAM SCOTT	director	-	J-Other	Buy	128	$15.92	$2.05K	21,532

The last insider sell of Modiv's stock was made by First City Investment Group, LLC on Aug 05 2024, selling 123,809 shares at $14.80 per share (valued at $1.83M). The last insider buy of MDV was made by First City Investment Group, LLC on Aug 02 2024, buying 5,000 shares at $14.94 per share (worth $74.71K).

Modiv Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	5	-	-
Q2 2024	17	-	-
Q1 2024	28	23	121.74%
Q4 2023	17	-	-
Q3 2023	23	-	-
Q2 2023	24	-	-
Q1 2023	28	-	-
Q4 2022	26	-	-
Q3 2022	38	-	-
Q2 2022	24	1	2400.00%
Q1 2022	36	-	-
Q4 2021	22	6	366.67%
Q3 2021	24	-	-
Q2 2021	24	-	-
Q1 2021	33	-	-
Q4 2020	22	-	-
Q3 2020	31	-	-
Q2 2020	24	-	-
Q1 2020	27	-	-
Q4 2019	33	1	3300.00%

5 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Modiv's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	-	-	-
Q1 2024	11	5	220.00%
Q4 2023	12	-	-
Q3 2023	18	-	-
Q2 2023	18	-	-
Q1 2023	22	-	-
Q4 2022	20	-	-
Q3 2022	26	-	-
Q2 2022	24	-	-
Q1 2022	30	-	-
Q4 2021	16	-	-
Q3 2021	19	-	-
Q2 2021	18	-	-
Q1 2021	24	-	-
Q4 2020	18	-	-
Q3 2020	18	-	-
Q2 2020	19	-	-
Q1 2020	20	-	-
Q4 2019	12	-	-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Modiv's stocks.

Modiv Peer Ownership

Ticker	Company
MDRR	Medalist Diversified REIT, Inc.
GOOD	Gladstone Commercial Corporation
EPRT	Essential Properties Realty Trust, Inc.
OLP	One Liberty Properties, Inc.
BNL	Broadstone Net Lease, Inc.
CTO	CTO Realty Growth, Inc.
SQFT	Presidio Property Trust, Inc.

MDV Ownership FAQ

Who Owns Modiv?

Modiv is owned by institutional shareholders (9.61%), insiders (8.96%), and public (81.44%). The largest institutional shareholder of Modiv is VANGUARD GROUP INC (3.78% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.09% of total shares).

Who are the major institutional shareholders of Modiv?

Modiv's major institutional shareholders are VANGUARD GROUP INC, BARD ASSOCIATES INC, BLACKROCK INC., GEODE CAPITAL MANAGEMENT, LLC, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 7.55% of the company's share outstanding.

How many Modiv shareholders are there?

As of Jun 2024, there are 29 institutional shareholders of Modiv.

What percentage of Modiv is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 323.9K shares of Modiv, representing 3.78% of the company's total shares outstanding, valued at $4.58M (as of Jun 2024).

What percentage of Modiv is owned by BARD ASSOCIATES INC?

As of Jun 2024, BARD ASSOCIATES INC holds 106.94K shares of Modiv (MDV), compromising 1.25% of the company, valued at $1.52M.

What percentage of Modiv is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of Modiv. The company owns 95.55K of the company's shares outstanding (worth $1.35M).