Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Modiv Industrial Inc (MDV)

84 + Investors. Track Smart Money conviction in MDV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — MDV

Based on 85 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
85 hedge funds hold MDV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +52% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+52% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

44 buying22 selling
Last quarter: 44 funds were net buyers (17 opened a brand new position + 27 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new MDV position: 23 → 17 → 7 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 33% entered in last year

21% conviction (2yr+) 46% medium 33% new
Only 18 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

9 → 23 → 17 → 7 → 17 new funds/Q
New funds entering each quarter: 23 → 17 → 7 → 17. MDV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 26% veterans, 48% new entrants

26% veterans 26% 1-2yr 48% new
Of 85 current holders: 22 (26%) held 2+ years, 22 held 1–2 years, 41 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
26 of 85 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MDV

In 2026 Q1, 44 hedge funds were net buyers of MDV (17 opened a new position, 27 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 30% of total institutional value in MDV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: MDV

How many hedge funds hold MDV — quarterly history vs. share price
Quarterly hedge fund ownership of MDV vs. share price

Market Analysis: MDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Modiv Industrial Inc (MDV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MDV has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
MDV
+25.4%
XLRE
+7.4%

MDV outperformed XLRE by +18.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
MDV
+2.0%
XLRE
+1.5%

Since the filing became public, MDV outperformed XLRE by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: MDV
84 + Investors

Track Smart Money conviction in MDV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 75 12.0%
13F Shares 3M 2M 14.51%
Total Value $39M $35M 10.44%
New Positions 16 7 +9
Increased Positions 27 20 +7
Closed Positions 7 7 -
Reduced Positions 15 24 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MDV

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Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meixler Investment Management, Ltd. 1.37% 171,423 $2.5M
2 Alessandra Capital Management, LLC 0.18% 13,700 $197K
3 AlphaCentric Advisors LLC 0.14% 10,000 $143K
4 Militia Capital Management LLC 0.08% 24,552 $352K
5 North Star Investment Management Corp. 0.05% 60,000 $859K
6 Blankinship & Foster, LLC 0.05% 15,217 $218K
7 J. Derek Lewis & Associates Inc. 0.03% 10,179 $146K
8 Regatta Capital Group, LLC 0.03% 12,061 $173K
9 Crossingbridge Advisors, LLC 0.03% 10,000 $143K
10 Globeflex Capital L P 0.03% 11,695 $167K
11 Private Management Group Inc 0.01% 15,914 $228K
12 State of New Jersey Common Pension Fund D 0.01% 105,000 $1.5M
13 Reyes Financial Architecture, Inc. 0.00% 415 $6K
14 Ameriflex Group, INC. 0.00% 404 $6K
15 Hollencrest Capital Management 0.00% 5,378 $77K
16 Renaissance Technologies LLC 0.00% 75,700 $1.1M
17 Two Sigma Advisers, LP 0.00% 49,600 $714K
18 Integrated Wealth Concepts LLC 0.00% 10,781 $154K
19 Team Financial Group, LLC 0.00% 182 $3K
20 Two Sigma Investments, LP 0.00% 95,433 $1.4M
21 Bard Associates Inc 0.00% 200 $3K
22 Los Angeles Capital Management LLC 0.00% 10,710 $153K
23 Asset Management One Co., Ltd. 0.00% 12,598 $180K
24 Nomura Asset Management Co Ltd 0.00% 14,100 $202K
25 Ameritas Investment Partners, Inc. 0.00% 955 $14K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Modiv Industrial Inc (MDV)

What does the Smart Money Trend signal show for MDV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MDV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MDV?

More buyers than sellers — 67% buying: Last quarter: 44 funds were net buyers (17 opened a brand new position + 27 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MDV holders?

Strong quality — 30% AUM from major funds: 26 of 85 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MDV?

Mostly new holders — 33% entered in last year: Only 18 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Modiv Industrial Inc (MDV) following the 2026 Q1 hedge fund 13F filings?

As of today, MDV has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), MDV has gained +25.4% vs +7.4% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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