Modiv Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 441,374 | $6.57 M | 32.58% | 4.68% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 104,637 | $1.56 M | 7.60% | 1.11% |
BARD ASSOCIATES INC | 02/06/2025 | 103,940 | $1.56 M | -1.89% | 1.10% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 96,344 | $1.43 M | 205.50% | 1.02% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 92,407 | $1.38 M | 0.69% | 0.98% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 69,600 | $1.04 M | -21.53% | 0.74% |
PENSERRA CAPITAL MANAGEMENT LLC | 02/13/2025 | 56,375 | $838,000 | 100.00% | 0.60% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 43,153 | $642,117 | 84.86% | 0.46% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 38,344 | $570,559 | 154.05% | 0.41% |
STATE STREET CORP | 02/14/2025 | 36,899 | $552,593 | 143.80% | 0.39% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 35,454 | $527,555 | 23.31% | 0.38% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 24,942 | $371,137 | 100.00% | 0.26% |
MARSHALL WACE, LLP | 02/13/2025 | 22,811 | $339,427 | 100.00% | 0.24% |
683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 21,565 | $320,887 | 100.00% | 0.23% |
JANE STREET GROUP, LLC | 02/14/2025 | 19,849 | $295,353 | 100.00% | 0.21% |
LPL FINANCIAL LLC | 02/11/2025 | 18,770 | $279,303 | 0.70% | 0.20% |
HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 16,700 | $248,496 | 100.00% | 0.18% |
BARCLAYS PLC | 02/13/2025 | 15,247 | $227,000 | 192.87% | 0.16% |
CITIGROUP INC | 02/12/2025 | 14,907 | $221,816 | 35.49% | 0.16% |
INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 13,540 | $201,471 | 0.89% | 0.14% |
BAILARD, INC. | 02/05/2025 | 13,302 | $197,934 | 5.68% | 0.14% |
ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 12,598 | $188,340 | 0.00% | 0.13% |
NOMURA ASSET MANAGEMENT CO LTD | 02/12/2025 | 12,200 | $181,536 | 0.00% | 0.13% |
REGATTA CAPITAL GROUP, LLC | 01/21/2025 | 12,061 | $179,468 | 0.00% | 0.13% |
MAN GROUP PLC | 02/14/2025 | 11,766 | $175,078 | 100.00% | 0.12% |
SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 11,764 | $175,047 | 100.00% | 0.12% |
GLOBEFLEX CAPITAL L P | 02/10/2025 | 11,695 | $174,022 | 0.00% | 0.12% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 11,569 | $172,147 | 100.00% | 0.12% |
PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 11,000 | $163,680 | 0.00% | 0.12% |
02/13/2025 | 10,600 | $157,660 | 100.00% | 0.11% | |
CWM, LLC | 02/04/2025 | 6,230 | $93,000 | 100.00% | 0.07% |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 5,956 | $88,625 | 0.00% | 0.06% |
HOLLENCREST CAPITAL MANAGEMENT | 02/10/2025 | 5,378 | $80,025 | 0.00% | 0.06% |
UBS GROUP AG | 02/14/2025 | 3,880 | $57,734 | -68.63% | 0.04% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 3,322 | $49,431 | 0.00% | 0.04% |
02/13/2025 | 3,321 | $49,624 | 0.00% | 0.04% | |
DAIWA SECURITIES GROUP INC. | 02/07/2025 | 2,656 | $40,000 | 0.00% | 0.03% |
MASCOMA WEALTH MANAGEMENT LLC | 02/10/2025 | 937 | $13,943 | 100.00% | 0.01% |
JPMORGAN CHASE & CO | 02/12/2025 | 537 | $7,990 | 0.00% | 0.01% |
02/14/2025 | 415 | $6,175 | 100.00% | 0.00% | |
02/24/2025 | 404 | $5,915 | 100.00% | 0.00% | |
METLIFE INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 257 | $3,824 | -1.91% | 0.00% |
JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 256 | $3,809 | 100.00% | 0.00% |
ROBLE, BELKO & COMPANY, INC | 01/14/2025 | 101 | $1,000 | 2.02% | 0.00% |
IRON HORSE WEALTH MANAGEMENT, LLC | 01/28/2025 | 53 | $795 | 0.00% | 0.00% |
FMR LLC | 02/13/2025 | 36 | $529 | 0.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $9 | 0.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
NAVITER WEALTH, LLC | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
Modiv Inc. institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Modiv Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 441,374
BlackRock Funding, Inc. /DE: 104,637
BARD ASSOCIATES INC: 103,940
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 96,344
GEODE CAPITAL MANAGEMENT, LLC: 92,407
RENAISSANCE TECHNOLOGIES LLC: 69,600
15.68% of Modiv Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.57 M shares in the last 24 months. This purchase volume represents approximately $23.43 M in transactions.