Independent Advisor Alliance

Position in STAG — STAG Industrial, Inc.

CIK 1696899 CHARLOTTE, NC

Position in STAG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$213,021

-$28,184 QoQ

Shares Held

5,597

-16.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#383

of 541 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $6,725,876 across 5 REIT - Industrial names. STAG ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	21,530	$2,916,668
2	PSA	Public Storage	6,093	$1,939,462
3	LXP	LXP Industrial Trust	24,519	$1,321,083
4	EXR	Extra Space Storage Inc.	2,310	$335,642
5	STAG	STAG Industrial, Inc. This page	5,597	$213,021

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,021	5,597	-16.3%	Shares	Sole	2026-08-12
2026-03-31	$241,205	6,689	-2.1%	Shares	Sole	2026-05-12
2025-12-31	$251,217	6,834	-3.9%	Shares	Sole	2026-02-04
2025-09-30	$250,840	7,108	-2.0%	Shares	Sole	2025-11-04
2025-06-30	$263,174	7,254	+6.3%	Shares	Sole	2025-08-11
2025-03-31	$246,446	6,823	+1.7%	Shares	Sole	2025-05-12
2024-12-31	$226,999	6,712	-3.2%	Shares	Sole	2025-02-07
2024-09-30	$270,971	6,932	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$253,249	7,023	-18.4%	Shares	Sole	2024-08-12
2024-03-31	$330,660	8,602	+6.7%	Shares	Sole	2024-05-08
2023-12-31	$316,435	8,060	+3.0%	Shares	Sole	2024-02-08
2023-09-30	$269,937	7,822	-2.8%	Shares	Sole	2023-10-24
2023-06-30	$288,690	8,046	-1.6%	Shares	Sole	2023-07-28
2023-03-31	$276,410	8,173	+3.8%	Shares	Sole	2023-05-12
2022-09-30	$223,829	7,873	-7.8%	Shares	Sole	2022-11-04
2022-06-30	$263,715	8,540	-3.4%	Shares	Sole	2022-08-04
2022-03-31	$365,534	8,840	+100.8%	Shares	Sole	2022-05-06
2021-12-31	$211,119	4,402	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.