Position in STAG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,193,579
+$1,172,008 QoQ
Shares Held
162,732
+16.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 544 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. STAG ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
This page
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in STAG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,193,579 | 162,732 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,021,571 | 139,256 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,039,832 | 137,101 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,021,096 | 142,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,582,403 | 153,870 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,284,681 | 146,309 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,608,347 | 136,261 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,828,631 | 123,526 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,421,821 | 122,624 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,294,709 | 111,725 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,790,867 | 96,558 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,394,990 | 98,377 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,250,082 | 90,582 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,855,016 | 84,418 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,628,806 | 81,362 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,219,785 | 78,079 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,286,108 | 74,032 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,468,892 | 83,891 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,602,803 | 75,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,185,754 | 55,688 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,901,331 | 50,797 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,638,621 | 48,754 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,470,254 | 46,943 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $869,178 | 28,507 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $748,803 | 25,539 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $511,992 | 22,735 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||