Position in MDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,664,849
+$487,761 QoQ
Shares Held
95,681
+16.4% QoQ
Ownership
0.927%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 91 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in MDV Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,666,631,449 across 16 REIT - Industrial names. MDV ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,540,071 | $1,563,333,416 | |
| 2 | PSA |
Public Storage
|
2,281,126 | $726,105,215 | |
| 3 | EXR |
Extra Space Storage Inc.
|
3,237,600 | $470,423,278 | |
| 4 | EGP |
Eastgroup Properties Inc
|
801,279 | $162,283,034 | |
| 5 | CUBE |
CubeSmart
|
3,352,420 | $133,325,740 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
2,010,476 | $123,262,281 | |
| 7 | STAG |
STAG Industrial, Inc.
|
2,979,868 | $113,413,774 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
3,307,189 | $110,790,830 |
All Filings in MDV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,849 | 95,681 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,177,088 | 82,199 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,003,845 | 69,760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $997,320 | 68,123 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,678 | 45,858 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $653,538 | 40,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $527,555 | 35,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $483,032 | 28,752 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $324,215 | 22,929 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $245,385 | 14,615 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||