Position in STAG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$375,024
-$204,019 QoQ
Shares Held
10,400
-34.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026CHOREO, LLC holds $10,621,131 across 9 REIT - Industrial names. STAG ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMA |
SmartStop Self Storage REIT, Inc.
|
178,739 | $5,412,216 | |
| 2 | PLD |
Prologis, Inc.
|
19,087 | $2,522,919 | |
| 3 | PSA |
Public Storage
|
2,136 | $578,599 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
9,550 | $552,467 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,269 | $419,969 | |
| 6 | STAG |
STAG Industrial, Inc.
This page
|
10,400 | $375,024 | |
| 7 | NSA |
National Storage Affiliates Trust
|
9,573 | $361,285 | |
| 8 | LXP |
LXP Industrial Trust
|
4,405 | $203,775 |
All Filings in STAG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,024 | 10,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $579,043 | 15,752 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,488 | 15,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $584,108 | 16,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $443,950 | 12,291 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $573,046 | 16,944 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $466,187 | 11,926 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $410,723 | 11,390 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||