ELEVATION POINT WEALTH PARTNERS, LLC

Position in STAG — STAG Industrial, Inc.

CIK 1744349 DENVER, CO

Position in STAG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$389,582

+$38,971 QoQ

Shares Held

10,236

+5.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#317

of 541 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $6,984,844 across 6 REIT - Industrial names. STAG ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	25,769	$3,490,926
2	COLD	Americold Realty Trust	77,801	$1,223,031
3	PSA	Public Storage	2,864	$911,639
4	EXR	Extra Space Storage Inc.	3,568	$518,430
5	EGP	Eastgroup Properties Inc	2,228	$451,236
6	STAG	STAG Industrial, Inc. This page	10,236	$389,582

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,582	10,236	+5.3%	Shares	Sole	2026-08-12
2026-03-31	$350,611	9,723	+18.8%	Shares	Sole	2026-04-27
2023-12-31	$321,343	8,185	-0.7%	Shares	Sole	2024-02-13
2023-09-30	$284,569	8,246	-2.3%	Shares	Sole	2023-10-11
2023-06-30	$302,719	8,437	-1.4%	Shares	Sole	2023-08-14
2023-03-31	$289,465	8,559	+16.0%	Shares	Sole	2023-05-11
2022-12-31	$238,447	7,380	-6.0%	Shares	Sole	2023-02-14
2022-09-30	$223,232	7,852	-1.3%	Shares	Sole	2022-11-07
2022-06-30	$245,557	7,952	+10.6%	Shares	Sole	2022-08-02
2022-03-31	$297,430	7,193	-0.8%	Shares	Sole	2022-05-03
2021-12-31	$347,757	7,251	-1.6%	Shares	Sole	2022-02-02
2021-09-30	$289,154	7,367	+31.9%	Shares	Sole	2021-11-02
2021-06-30	$209,121	5,587	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.