Position in STAG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,689,607
+$140,868 QoQ
Shares Held
280,862
-4.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#73
of 544 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $13,716,124 across 8 REIT - Industrial names. STAG ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
This page
|
280,862 | $10,689,607 | |
| 2 | PLD |
Prologis, Inc.
|
7,162 | $970,236 | |
| 3 | PSA |
Public Storage
|
2,028 | $645,532 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,818 | $570,729 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
5,617 | $344,378 | |
| 6 | CUBE |
CubeSmart
|
7,019 | $279,145 | |
| 7 | EXR |
Extra Space Storage Inc.
|
1,490 | $216,497 | |
| 8 | 5,900 | $0 |
All Filings in STAG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,689,607 | 280,862 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $10,548,739 | 292,533 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $9,082,146 | 247,066 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $8,909,419 | 252,463 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,553,031 | 263,314 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $9,608,028 | 266,003 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $9,431,620 | 278,877 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $11,390,786 | 291,399 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $10,584,186 | 293,516 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $11,374,549 | 295,904 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $11,448,844 | 291,616 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,123,957 | 293,363 | Shares | Other | 2023-11-15 | |
| 2022-03-31 | $237,514 | 5,744 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $275,482 | 5,744 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $275,417 | 7,017 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $262,646 | 7,017 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $235,841 | 7,017 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $219,772 | 7,017 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $213,948 | 7,017 | 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. | ||||||