Pinnacle Wealth Planning Services, Inc.
Position in STAG — STAG Industrial, Inc.
CIK 1726752
MANSFIELD, OH
Position in STAG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$97,738
+$5,389 QoQ
Shares Held
2,568
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#405
of 541 holders
Holding Since
Dec 2020
7 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,133,327 across 14 REIT - Industrial names. STAG ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,660 | $631,290 | |
| 2 | TRNO |
Terreno Realty Corp
|
2,596 | $168,142 | |
| 3 | STAG |
STAG Industrial, Inc.
This page
|
2,568 | $97,738 | |
| 4 | LXP |
LXP Industrial Trust
|
1,275 | $68,697 | |
| 5 | PSA |
Public Storage
|
193 | $61,433 | |
| 6 | EXR |
Extra Space Storage Inc.
|
341 | $49,547 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
603 | $37,373 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
242 | $8,107 |
All Filings in STAG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,738 | 2,568 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $92,349 | 2,561 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $93,958 | 2,556 | Shares | Sole | 2026-02-13 | |
| 2023-06-30 | $254,890 | 7,104 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $245,803 | 7,268 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $234,828 | 7,268 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $35,328 | 1,128 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||