Position in STAG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$667,039
+$56,327 QoQ
Shares Held
17,526
+3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#269
of 541 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $12,735,316 across 11 REIT - Industrial names. STAG ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
78,575 | $10,644,555 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
17,526 | $667,039 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
17,448 | $584,508 | |
| 4 | CUBE |
CubeSmart
|
10,476 | $416,630 | |
| 5 | PSA |
Public Storage
|
1,213 | $386,110 | |
| 6 | EXR |
Extra Space Storage Inc.
|
107 | $15,547 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
168 | $10,300 | |
| 8 | TRNO |
Terreno Realty Corp
|
82 | $5,311 |
All Filings in STAG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,039 | 17,526 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $610,712 | 16,936 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $589,887 | 16,047 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $382,437 | 10,837 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $367,770 | 10,137 | Shares | Defined | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||