Position in STAG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$439,465
+$54,936 QoQ
Shares Held
11,547
+8.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 545 holders
Holding Since
Dec 2020
19 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, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. STAG ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
This page
|
11,547 | $439,465 |
All Filings in STAG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,465 | 11,547 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $384,529 | 10,664 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $372,038 | 10,121 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $355,573 | 10,076 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $363,046 | 10,007 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $388,028 | 10,743 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $2,207,864 | 56,237 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,884,867 | 54,618 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,359,242 | 37,883 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $851,114 | 25,166 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $730,335 | 22,604 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $562,089 | 19,771 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $695,170 | 22,512 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $914,703 | 22,121 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,317,892 | 27,479 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,289,715 | 32,859 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,329,700 | 35,525 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $252,276 | 7,506 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $214,698 | 6,855 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||