Position in MDV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$301,851
+$64,518 QoQ
Shares Held
21,079
+27.8% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDV Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,479,238,243 across 16 REIT - Industrial names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
10,535,587 | $1,427,255,967 | |
| 2 | PSA |
Public Storage
|
1,046,348 | $333,063,027 | |
| 3 | LINE |
Lineage, Inc.
|
3,607,975 | $156,044,918 | |
| 4 | EXR |
Extra Space Storage Inc.
|
708,547 | $102,951,876 | |
| 5 | EGP |
Eastgroup Properties Inc
|
466,624 | $94,505,356 | |
| 6 | REXR |
Rexford Industrial Realty, Inc.
|
2,374,523 | $79,546,519 | |
| 7 | STAG |
STAG Industrial, Inc.
|
1,449,914 | $55,183,724 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
857,737 | $52,587,852 |
All Filings in MDV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,851 | 21,079 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $237,333 | 16,493 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $153,456 | 10,482 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $42,380 | 3,010 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,203 | 75 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,056 | 71 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,176 | 70 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $890 | 63 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $45,299 | 2,698 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $59 | 4 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $166 | 14 | Shares | Defined | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||