Position in STAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$195,476
+$39,048 QoQ
Shares Held
5,136
+18.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 541 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $12,101,907 across 7 REIT - Industrial names. STAG ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
42,000 | $5,689,740 | |
| 2 | PSA |
Public Storage
|
13,627 | $4,337,610 | |
| 3 | EXR |
Extra Space Storage Inc.
|
7,357 | $1,068,972 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,371 | $277,668 | |
| 5 | CUBE |
CubeSmart
|
6,867 | $273,100 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
4,230 | $259,341 | |
| 7 | STAG |
STAG Industrial, Inc.
This page
|
5,136 | $195,476 |
All Filings in STAG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,476 | 5,136 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $156,428 | 4,338 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $779,863 | 21,215 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $894,701 | 24,661 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,155 | 32 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||