Crestwood Advisors Group, LLC

Position in STAG — STAG Industrial, Inc.

CIK 1426853 BOSTON, MA

Position in STAG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$10,548,739

+$1,466,593 QoQ

Shares Held

292,533

+18.4% QoQ

Ownership

0.153%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 99.3163141126441.ToString("F0")% Shared 0.6836858873559132.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $12,282,102 across 5 REIT - Industrial names. STAG ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc. This page	292,533	$10,548,739
2	PLD	Prologis, Inc.	6,127	$809,866
3	EGP	Eastgroup Properties Inc	2,251	$416,637
4	PSA	Public Storage	990	$268,171
5	FR	First Industrial Realty Trust Inc	4,126	$238,689

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,548,739	292,533	+18.4%	Shares	Other	2026-05-05
2025-12-31	$9,082,146	247,066	-2.1%	Shares	Other	2026-02-03
2025-09-30	$8,909,419	252,463	-4.1%	Shares	Other	2025-11-07
2025-06-30	$9,553,031	263,314	-1.0%	Shares	Other	2025-08-05
2025-03-31	$9,608,028	266,003	-4.6%	Shares	Other	2025-05-05
2024-12-31	$9,431,620	278,877	-4.3%	Shares	Other	2025-02-04
2024-09-30	$11,390,786	291,399	-0.7%	Shares	Other	2024-10-30
2024-06-30	$10,584,186	293,516	-0.8%	Shares	Other	2024-08-01
2024-03-31	$11,374,549	295,904	+1.5%	Shares	Other	2024-05-08
2023-12-31	$11,448,844	291,616	-0.6%	Shares	Other	2024-02-13
2023-09-30	$10,123,957	293,363	+5007.3%	Shares	Other	2023-11-15
2022-03-31	$237,514	5,744	0.0%	Shares	Sole	2022-04-12
2021-12-31	$275,482	5,744	-18.1%	Shares	Sole	2022-02-15
2021-09-30	$275,417	7,017	0.0%	Shares	Sole	2021-11-03
2021-06-30	$262,646	7,017	0.0%	Shares	Sole	2021-08-13
2021-03-31	$235,841	7,017	0.0%	Shares	Sole	2021-04-21
2020-12-31	$219,772	7,017	0.0%	Shares	Sole	2021-02-09
2020-09-30	$213,948	7,017	0.0%	Shares	Sole	2020-10-06
2020-06-30	$205,738	7,017	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.