Recent Quarter Total Invested
$11.65 M
Recent Quarter Institutional Ownership Percentage
9.61%
Total Invested of Last Quarter
$13.58 M
Ownership Percentage of Last Quarter
10.69%
Modiv Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 323,898 | $4.58 M | 0.73% | 3.78% |
| BARD ASSOCIATES INC | 08/12/2024 | 106,940 | $1.52 M | -0.02% | 1.25% |
| BLACKROCK INC. | 08/13/2024 | 95,547 | $1.35 M | 5.03% | 1.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 73,228 | $1.04 M | 18.55% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 47,100 | $665,994 | 20.15% | 0.55% |
| CITADEL ADVISORS LLC | 08/14/2024 | 25,160 | $355,763 | 26.81% | 0.29% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 22,929 | $324,217 | 56.89% | 0.27% |
| MORGAN STANLEY | 10/17/2024 | 16,572 | $234,341 | 6.18% | 0.19% |
| NORTHERN TRUST CORP | 08/14/2024 | 13,955 | $197,324 | 25.71% | 0.16% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 13,300 | $188,065 | 0.96% | 0.16% |
| STATE STREET CORP | 08/14/2024 | 13,014 | $185,265 | 6.55% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 12,961 | $183,269 | -62.01% | 0.15% |
| REGATTA CAPITAL GROUP, LLC | 08/02/2024 | 12,061 | $170,543 | 100.00% | 0.14% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 11,000 | $155,540 | 0.00% | 0.13% |
| BAILARD, INC. | 07/25/2024 | 10,517 | $148,710 | 100.00% | 0.12% |
| MARSHALL WACE, LLP | 08/14/2024 | 10,097 | $142,771 | 100.00% | 0.12% |
| GLOBEFLEX CAPITAL L P | 08/13/2024 | 6,198 | $87,640 | -28.53% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 3,322 | $46,973 | 100.00% | 0.04% |
| NISA INVESTMENT ADVISORS, LLC | 07/19/2024 | 2,740 | $39,006 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,833 | $25,918 | 58.43% | 0.02% |
| ROYAL BANK OF CANADA | 11/06/2024 | 309 | $4,000 | 423.73% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 155 | $2,192 | -99.22% | 0.00% |
| FMR LLC | 08/13/2024 | 116 | $1,641 | 222.22% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 63 | $891 | -97.66% | 0.00% |
| IRON HORSE WEALTH MANAGEMENT, LLC | 07/22/2024 | 52 | $729 | 1.96% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 46 | $651 | -93.36% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 21 | $297 | -99.44% | 0.00% |
| GRADIENT INVESTMENTS LLC | 07/18/2024 | 20 | $283 | 33.33% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1 | $12 | -97.92% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
Modiv Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of MDV shares?
During the previous two years, 15 institutional investors and hedge funds held shares of Modiv Inc.. The most heavily invested institutionals were:
Gradient Investments LLC: 0
MARSHALL WACE, LLP: 0
BlackRock Inc.: 95,547
GEODE CAPITAL MANAGEMENT, LLC: 73,228
CITADEL ADVISORS LLC: 25,160
DIMENSIONAL FUND ADVISORS LP: 22,929
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What percentage of Modiv Inc. stock is owned by institutional investors?
9.61% of Modiv Inc. stock is owned by institutional investors.
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How much institutional buying is happening at MDV ?
Institutional investors have bought a total of 259,851 shares in the last 24 months. This purchase volume represents approximately $4.20 M in transactions.