Steward Partners Investment Advisory, LLC
Position in STAG — STAG Industrial, Inc.
CIK 1723397
STAMFORD, CT
Position in STAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$193,382
+$19,429 QoQ
Shares Held
5,081
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 534 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $14,085,614 across 15 REIT - Industrial names. STAG ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
51,771 | $7,013,417 | |
| 2 | PSA |
Public Storage
|
8,960 | $2,852,057 | |
| 3 | LXP |
LXP Industrial Trust
|
30,301 | $1,632,617 | |
| 4 | EXR |
Extra Space Storage Inc.
|
10,316 | $1,498,914 | |
| 5 | CUBE |
CubeSmart
|
10,985 | $436,873 | |
| 6 | COLD |
Americold Realty Trust
|
14,886 | $234,007 | |
| 7 | STAG |
STAG Industrial, Inc.
This page
|
5,081 | $193,382 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,927 | $118,144 |
All Filings in STAG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,382 | 5,081 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $173,953 | 4,824 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $202,510 | 5,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $187,495 | 5,313 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $175,740 | 4,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $179,985 | 4,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $179,448 | 5,306 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $161,011 | 4,119 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $108,468 | 3,008 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $121,893 | 3,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $103,607 | 2,639 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $90,899 | 2,634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $95,117 | 2,651 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $245,939 | 7,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $237,575 | 7,353 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $238,698 | 8,396 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $159,124 | 5,153 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $232,717 | 5,628 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $271,117 | 5,653 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $232,674 | 5,928 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $221,885 | 5,928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $255,637 | 7,606 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $188,233 | 6,010 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $164,158 | 5,384 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $181,285 | 6,183 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $139,196 | 6,181 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||