Position in STAG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$248,341
+$11,067 QoQ
Shares Held
6,525
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#354
of 534 holders
Holding Since
Mar 2020
23 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, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. STAG ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
This page
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in STAG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,341 | 6,525 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $237,274 | 6,580 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,498 | 6,624 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,881 | 110 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $27,536 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $577 | 16 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $845 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $653 | 17 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $33,957 | 984 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $50,267 | 1,401 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $31,046 | 918 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $93 | 3,300 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $98,282 | 3,457 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $56,880 | 1,842 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $75,174 | 1,818 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $41,293 | 861 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $33,794 | 861 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $32,227 | 861 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $28,938 | 861 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,463 | 366 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,159 | 366 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,867 | 166 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,895 | 173 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||