Position in STAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,101,524
-$38,918 QoQ
Shares Held
30,547
-1.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $34,950,255 across 13 REIT - Industrial names. STAG ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
80,916 | $10,695,476 | |
| 2 | PSA |
Public Storage
|
24,505 | $6,637,914 | |
| 3 | EXR |
Extra Space Storage Inc.
|
35,925 | $4,710,845 | |
| 4 | LXP |
LXP Industrial Trust
|
92,364 | $4,272,758 | |
| 5 | EGP |
Eastgroup Properties Inc
|
12,152 | $2,249,213 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
26,286 | $1,520,645 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
37,922 | $1,148,278 | |
| 8 | STAG |
STAG Industrial, Inc.
This page
|
30,547 | $1,101,524 |
All Filings in STAG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,101,524 | 30,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,140,442 | 31,024 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,117,563 | 31,668 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,030,025 | 28,391 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,135,612 | 31,440 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $953,690 | 28,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $957,705 | 24,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $851,737 | 23,620 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $969,879 | 25,231 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $785,239 | 20,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $501,533 | 14,533 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $295,579 | 8,238 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||