Position in STAG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$488,043
+$25,502 QoQ
Shares Held
12,823
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 148 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,527,329 across 9 REIT - Industrial names. STAG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
110,640 | $5,961,282 | |
| 2 | PLD |
Prologis, Inc.
|
22,724 | $3,078,419 | |
| 3 | CUBE |
CubeSmart
|
24,085 | $957,860 | |
| 4 | PSA |
Public Storage
|
2,804 | $892,540 | |
| 5 | TRNO |
Terreno Realty Corp
|
9,507 | $615,768 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
9,770 | $598,998 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2,916 | $590,577 | |
| 8 | STAG |
STAG Industrial, Inc.
This page
|
12,823 | $488,043 |
All Filings in STAG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,043 | 12,823 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $462,541 | 12,827 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $471,373 | 12,823 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $452,770 | 12,830 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $443,232 | 12,217 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $478,842 | 13,257 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $399,786 | 11,821 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $528,457 | 13,519 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $462,253 | 12,819 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $395,124 | 10,279 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $403,553 | 10,279 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $356,488 | 10,330 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $370,640 | 10,330 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $349,360 | 10,330 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $332,857 | 10,302 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||