Position in MDV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,861
+$37,148 QoQ
Shares Held
12,061
0.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#44
of 91 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDV Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026REGATTA CAPITAL GROUP, LLC holds $2,756,977 across 2 REIT - Industrial names. MDV ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
8,002 | $2,547,116 | |
| 2 | MDV |
Modiv Industrial, Inc.
This page
|
12,061 | $209,861 |
All Filings in MDV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,861 | 12,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $172,713 | 12,061 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $173,557 | 12,061 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $176,573 | 12,061 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $169,818 | 12,061 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $193,579 | 12,061 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $179,467 | 12,061 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $202,624 | 12,061 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $170,542 | 12,061 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||