Position in STAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$455,996
+$45,571 QoQ
Shares Held
11,981
+7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#302
of 541 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $1,642,916 across 7 REIT - Industrial names. STAG ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
|
11,585 | $460,735 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
11,981 | $455,996 | |
| 3 | PLD |
Prologis, Inc.
|
2,536 | $343,551 | |
| 4 | PSA |
Public Storage
|
974 | $310,033 | |
| 5 | COLD |
Americold Realty Trust
|
2,000 | $31,440 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
500 | $30,990 | |
| 7 | EXR |
Extra Space Storage Inc.
|
70 | $10,171 |
All Filings in STAG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,996 | 11,981 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $410,425 | 11,165 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $392,354 | 11,118 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $390,626 | 10,767 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $355,565 | 9,844 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $324,874 | 9,606 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $338,891 | 9,398 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $405,123 | 10,319 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $349,965 | 10,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $361,383 | 10,072 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $271,236 | 8,020 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $259,707 | 8,038 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $246,687 | 8,677 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $266,834 | 8,641 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $368,469 | 8,911 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $464,780 | 9,691 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $381,039 | 9,708 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $365,279 | 9,759 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $311,127 | 9,257 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $280,971 | 8,971 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $277,641 | 9,106 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $265,844 | 9,067 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $202,432 | 8,989 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||