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Modiv Inc Cl C shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Modiv Inc Cl C

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All positions including Modiv Inc Cl C held by J. Derek Lewis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Modiv Inc Cl C by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $147k 10k 14.39

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding Modiv Inc Cl C

BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
State of New Jersey Common Pension Fund D
Penserra Capital Management
Meixler Investment Management
Dimensional Fund Advisors
Northern Trust
Renaissance Technologies
Two Sigma Investments
Goldman Sachs Group
Charles Schwab Investment Management
Two Sigma Advisers
UBS Group

View all funds holding Modiv Inc Cl C