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STAG · STAG Industrial, Inc. · Held by Funds

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$37.01 +0.70 (+1.91%) Q3 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$7.13B
Shares
192.82M
Volume · Oct 29 699.33K Avg daily vol (3M) 1.55M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of STAG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 26.26% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.13% 7,965,043
Index ETFs 22.13% 42,675,475
Active ETFs 0.61% 1,176,293
Active funds 15.44% 29,775,413
Unclassified 0.88% 1,705,290
All registered funds 43.20% 83,297,514
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding STAG

480 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 7,272,247 $278,236,170 0.38%
iShares Core S&P Mid-Cap ETF 6,537,218 $248,806,517 0.20%
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,074,826 $231,207,878 0.01%
VANGUARD SMALL-CAP INDEX FUND 4,386,598 $166,953,920 0.09%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,777,780 $105,722,307 0.16%
Fidelity Real Estate Investment Portfolio 2,219,745 $84,927,444 2.49%
VANGUARD EXTENDED MARKET INDEX FUND 2,192,762 $83,456,522 0.09%
Fidelity SAI Real Estate Fund 2,076,894 $79,461,964 2.48%
BlackRock Equity Dividend Fund 2,034,799 $77,851,410 0.38%
Schwab U.S. REIT ETF 1,505,939 $56,096,228 0.50%
State Street SPDR S&P MidCap 400SM ETF Trust 1,471,160 $55,992,350 0.20%
Carillon Scout Mid Cap Fund 1,416,781 $53,922,685 1.26%
VANGUARD REAL ESTATE II INDEX FUND 1,276,274 $48,830,243 0.45%
Fidelity Low-Priced Stock Fund 1,147,633 $43,908,439 0.18%
College Retirement Equities Fund - Total Global Stock Account 1,118,042 $42,552,679 0.03%
DFA REAL ESTATE SECURITIES PORTFOLIO 993,049 $37,994,055 0.53%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 967,842 $36,836,067 0.20%
Fidelity Extended Market Index Fund 938,672 $34,965,532 0.09%
Schwab U.S. Small-Cap ETF 908,818 $33,853,471 0.15%
Nuveen Real Estate Securities Select Fund 871,280 $33,160,917 1.26%
Harbor Small Cap Value Fund 822,380 $31,464,259 1.25%
iShares Russell Mid-Cap ETF 799,831 $30,441,568 0.05%
Fidelity Mid Cap Index Fund 724,974 $27,737,505 0.05%
DFA Global Real Estate Securities Portfolio 720,908 $27,581,940 0.35%
iShares Core U.S. REIT ETF 717,389 $27,447,303 0.59%
iShares S&P Mid-Cap 400 Growth ETF 696,376 $26,504,071 0.23%
Touchstone Strategic Trust-Touchstone Small Company Fund 671,953 $25,574,531 1.49%
iShares U.S. Real Estate ETF 660,225 $25,128,164 0.54%
Nuveen Mid Cap Value Fund 647,318 $24,766,387 1.47%
ProShares S&P MidCap 400 Dividend Aristocrats ETF 658,303 $24,521,787 1.39%
AB Discovery Value Fund 544,936 $20,740,264 0.81%
iShares Global REIT ETF 523,451 $20,027,235 0.39%
Janus Henderson Mid Cap Value Fund 524,639 $19,967,760 0.99%
Schwab U.S. Mid-Cap ETF 528,906 $19,701,749 0.13%
Permanent Portfolio 500,000 $19,130,000 0.27%
Boston Trust Walden Small Cap Fund 486,346 $18,510,329 1.75%
Strategic Advisers Fidelity U.S. Total Stock Fund 493,100 $18,367,975 0.01%
VANGUARD STRATEGIC EQUITY FUND 480,298 $18,280,142 0.15%
Janus Henderson Small Cap Value Fund 476,953 $18,152,831 1.43%
Franklin Small Cap Value Fund 453,732 $17,359,786 0.40%
iShares Russell 1000 Value ETF 428,178 $16,296,455 0.02%
Fidelity Real Estate Index Fund 376,148 $14,391,422 0.44%
iShares S&P Mid-Cap 400 Value ETF 371,614 $14,143,629 0.16%
Dimensional Global Real Estate ETF 357,283 $13,669,648 0.35%
Fidelity Total Market Index Fund 366,861 $13,665,572 0.01%
Schwab Fundamental U.S. Small Company ETF 355,999 $13,260,963 0.15%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 331,371 $12,611,980 0.68%
Fidelity Enhanced Mid Cap Core ETF 323,445 $12,310,317 0.17%
Fidelity Series Intrinsic Opportunities Fund 313,300 $11,986,858 0.43%
VANGUARD S&P MID-CAP 400 INDEX FUND 304,780 $11,542,019 0.21%
Showing 1–50 of 480 positions
Key facts CIK 1479094 CUSIP 85254J102 13F (30d) 162 filings 154 filers Visit website Investor relations