Modiv Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 521.74 K | $7.64 M | 7.70% | 5.15% |
| VANGUARD GROUP INC | 11/07/2025 | 494.73 K | $7.24 M | -2.37% | 4.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 226.55 K | $3.32 M | 0.98% | 2.24% |
| STATE STREET CORP | 11/14/2025 | 107.82 K | $1.59 M | 10.02% | 1.07% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/07/2025 | 75.00 K | $1.10 M | 50.00% | 0.74% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 74.97 K | $1.10 M | 3.50% | 0.74% |
| NORTHERN TRUST CORP | 11/14/2025 | 73.40 K | $1.07 M | 2.78% | 0.73% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 71.75 K | $1.05 M | 1.05% | 0.71% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 68.12 K | $997.32 K | 48.55% | 0.67% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 56.31 K | $824.39 K | 100.00% | 0.56% |
| BARD ASSOCIATES INC | 11/14/2025 | 52.93 K | $777.17 K | -48.93% | 0.52% |
| UBS GROUP AG | 11/13/2025 | 31.09 K | $455.22 K | 234.81% | 0.31% |
| MORGAN STANLEY | 11/14/2025 | 28.73 K | $420.56 K | -6.68% | 0.28% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 28.70 K | $420.17 K | 100.00% | 0.28% |
| LPL FINANCIAL LLC | 11/12/2025 | 28.07 K | $410.96 K | 8.51% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 26.34 K | $385.66 K | 0.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 23.69 K | $346.84 K | 8.23% | 0.23% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 23.00 K | $336.72 K | 0.00% | 0.23% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 17.30 K | $253.32 K | 100.00% | 0.17% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 16.30 K | $239.00 K | 0.00% | 0.16% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 15.91 K | $232.98 K | 0.00% | 0.16% |
| MARINER, LLC | 11/14/2025 | 15.75 K | $230.60 K | 100.00% | 0.16% |
| RHUMBLINE ADVISERS | 11/06/2025 | 14.34 K | $209.86 K | -6.09% | 0.14% |
| NOMURA ASSET MANAGEMENT CO LTD | 11/12/2025 | 14.10 K | $206.42 K | 15.57% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 11/14/2025 | 13.96 K | $204.44 K | 1.13% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 13.23 K | $193.61 K | -21.60% | 0.13% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/22/2025 | 12.60 K | $184.44 K | 0.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 12.48 K | $182.63 K | 100.00% | 0.12% |
| NUVEEN, LLC | 11/12/2025 | 12.20 K | $178.59 K | 0.00% | 0.12% |
| REGATTA CAPITAL GROUP, LLC | 10/17/2025 | 12.06 K | $176.57 K | 0.00% | 0.12% |
| GLOBEFLEX CAPITAL L P | 11/12/2025 | 11.70 K | $171.22 K | 0.00% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 11.61 K | $169.96 K | 100.00% | 0.11% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 11.17 K | $163.53 K | -3.45% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 11.02 K | $161.36 K | 123.34% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2025 | 10.86 K | $159.01 K | -49.56% | 0.11% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 10.71 K | $156.79 K | -78.23% | 0.11% |
| JANE STREET GROUP, LLC | 11/14/2025 | 10.59 K | $155.02 K | 100.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 10.48 K | $153.46 K | 248.24% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.17 K | $104.98 K | 19.46% | 0.07% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 5.96 K | $87.20 K | 0.00% | 0.06% |
| CWM, LLC | 10/15/2025 | 5.80 K | $85.00 K | 6.37% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 5.40 K | $79.06 K | -23.94% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 5.38 K | $78.73 K | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 4.35 K | $63.74 K | -14.84% | 0.04% |
| RESONA ASSET MANAGEMENT CO.,LTD. | 10/31/2025 | 4.06 K | $59.70 K | 0.00% | 0.04% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 3.17 K | $46.00 K | 19.28% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.19 K | $31.99 K | 65.66% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 11/12/2025 | 2.12 K | $31.01 K | 0.00% | 0.02% |
| FMR LLC | 11/13/2025 | 1.98 K | $29.01 K | 89.12% | 0.02% |
| STRS OHIO | 10/30/2025 | 1.80 K | $26.35 K | 0.00% | 0.02% |
Modiv Inc. institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of Modiv Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 521,743
VANGUARD GROUP INC: 494,730
GEODE CAPITAL MANAGEMENT, LLC: 226,545
STATE STREET CORP: 107,817
State of New Jersey Common Pension Fund D: 75,000
Penserra Capital Management LLC: 74,973
22.86% of Modiv Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.43 M shares in the last 24 months. This purchase volume represents approximately $35.93 M in transactions.