Position in STAG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,017,952
+$299,529 QoQ
Shares Held
26,746
+34.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 534 holders
Holding Since
Mar 2020
20 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, 2026Integrated Wealth Concepts LLC holds $9,140,797 across 17 REIT - Industrial names. STAG ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
20,302 | $2,750,311 | |
| 2 | PSA |
Public Storage
|
6,359 | $2,024,133 | |
| 3 | STAG |
STAG Industrial, Inc.
This page
|
26,746 | $1,017,952 | |
| 4 | CUBE |
CubeSmart
|
22,409 | $891,205 | |
| 5 | LINE |
Lineage, Inc.
|
15,039 | $650,436 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,735 | $397,395 | |
| 7 | COLD |
Americold Realty Trust
|
21,735 | $341,674 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,710 | $288,770 |
All Filings in STAG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,952 | 26,746 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $718,423 | 19,923 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $260,299 | 7,376 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $269,814 | 7,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $713,550 | 19,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $794,871 | 23,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $729,302 | 18,657 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $717,269 | 19,891 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $783,945 | 20,394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $800,511 | 20,390 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $808,672 | 23,433 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $804,716 | 22,428 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $702,847 | 20,782 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $671,110 | 16,230 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $721,750 | 15,049 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $577,681 | 14,718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $381,187 | 10,184 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $368,898 | 12,099 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $363,509 | 12,398 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $306,519 | 13,611 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||