Position in STAG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,968
+$156 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#497
of 541 holders
Holding Since
Sep 2022
16 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, 2026Capital Advisors, Ltd. LLC holds $228,722 across 9 REIT - Industrial names. STAG ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
692 | $93,745 | |
| 2 | PSA |
Public Storage
|
291 | $92,628 | |
| 3 | EXR |
Extra Space Storage Inc.
|
183 | $26,589 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
223 | $7,470 | |
| 5 | LXP |
LXP Industrial Trust
|
63 | $3,394 | |
| 6 | STAG |
STAG Industrial, Inc.
This page
|
78 | $2,968 | |
| 7 | EGP |
Eastgroup Properties Inc
|
4 | $810 | |
| 8 | CUBE |
CubeSmart
|
20 | $795 |
All Filings in STAG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,968 | 78 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,812 | 78 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,867 | 78 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,752 | 78 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,829 | 78 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,997 | 83 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3 | 78 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,049 | 78 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,812 | 78 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,998 | 78 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,062 | 78 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3 | 78 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,798 | 78 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3 | 78 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,717 | 146 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,553 | 125 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||