Position in STAG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$384,529
+$12,491 QoQ
Shares Held
10,664
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 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, 2026AE Wealth Management LLC holds $10,802,907 across 9 REIT - Industrial names. STAG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
62,435 | $2,888,243 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
73,096 | $2,392,410 | |
| 3 | PLD |
Prologis, Inc.
|
13,372 | $1,767,492 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
46,217 | $1,399,437 | |
| 5 | EGP |
Eastgroup Properties Inc
|
4,114 | $761,446 | |
| 6 | TRNO |
Terreno Realty Corp
|
6,959 | $427,407 | |
| 7 | PSA |
Public Storage
|
1,568 | $424,732 | |
| 8 | STAG |
STAG Industrial, Inc.
This page
|
10,664 | $384,529 |
All Filings in STAG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||