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Modiv Inc Cl C shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Modiv Inc Cl C

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All positions including Modiv Inc Cl C held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Modiv Inc Cl C by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 955 14.64
2025-06-30 $13k 955 14.08

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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
Northern Trust
Renaissance Technologies
Dimensional Fund Advisors
Two Sigma Investments
Bard Associates
UBS Group
Morgan Stanley
Two Sigma Advisers
LPL Financial

View all funds holding Modiv Inc Cl C