Position in STAG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$390,838
-$30,811 QoQ
Shares Held
10,269
-12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#316
of 541 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $10,592,811 across 5 REIT - Industrial names. STAG ranks #4 (3.7% of the industry book) .
All Filings in STAG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,838 | 10,269 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $421,649 | 11,693 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $437,186 | 11,893 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $454,782 | 12,887 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $449,690 | 12,395 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $229,036 | 6,341 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $452,139 | 13,369 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $209,052 | 5,348 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $201,178 | 5,579 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $190,431 | 4,954 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||