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- $182.6MMarket Cap
- 33.31%1-Year Change
- REIT - IndustrialIndustry
Modiv Indl-C (MDV)
Key Performance
More- Earnings Score: N/A
- Momentum Score: 73
- True Yield: 19
- Financial Health Score: N/A
Latest Research & News
This REIT Stock Rose 16% in a Year, but a Major Holder Still Fully Exited a $35 Million Position
Conversant Capital fully exited its $35.8 million position in Global Net Lease (GNL) in Q1 2026, selling 3.8 million shares despite the stock rising 16% over the past year. The fund simultaneously massively expanded its position in senior living REIT SNDA (now 63.3% of AUM), suggesting a rotation away from office-heavy commercial real estate toward demographic-driven housing. While GNL has made progress reducing debt and repositioning toward industrial and retail assets, Q1 revenue and AFFO per share both declined due to asset dispositions.
05/16/2026, 1:12 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate. The Company actively acquires critical industrial manufacturing properties with long-term leases to tenants that fuel the national economy and strengthen the nation's supply chains. Modiv Industrial, Inc. was incorporated in 2015 and is based in Denver, United States.
Key Executives
- Raymond J. Pacini
- John C. Raney
- Aaron Scott Halfacre
- David F. Collins
- Sara R. Grisham
Current Ownership Distribution
- Institutions19.3M (61.00%)
- Mutual Funds11.3M (35.57%)
- Insiders1.1M (3.43%)
- Other0 (0.00%)