Position in STAG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,994,614
+$3,713,877 QoQ
Shares Held
166,240
+167.9% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.6875601539942252.ToString("F0")%
Shared 0.ToString("F0")%
None 99.31243984600577.ToString("F0")%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. STAG ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
This page
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
60,194 | $3,482,222 |
All Filings in STAG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,994,614 | 166,240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,280,737 | 62,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,073,357 | 58,752 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $872,605 | 24,052 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,363,602 | 37,752 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,019,841 | 30,155 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $762,527 | 19,507 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $662,240 | 18,365 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $670,662 | 17,447 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $534,092 | 13,604 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $470,957 | 13,647 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $465,255 | 12,967 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $384,634 | 11,373 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $351,855 | 10,890 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $365,695 | 12,863 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $261,553 | 8,470 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $354,286 | 8,568 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $246,466 | 5,139 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||