Position in STAG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$30,067
+$1,580 QoQ
Shares Held
790
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#424
of 534 holders
Holding Since
Dec 2023
11 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, 2026HHM Wealth Advisors, LLC holds $223,363 across 7 REIT - Industrial names. STAG ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
772 | $112,171 | |
| 2 | PLD |
Prologis, Inc.
|
277 | $37,525 | |
| 3 | STAG |
STAG Industrial, Inc.
This page
|
790 | $30,067 | |
| 4 | LXP |
LXP Industrial Trust
|
412 | $22,198 | |
| 5 | CUBE |
CubeSmart
|
360 | $14,317 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
100 | $6,198 | |
| 7 | ILPT |
Industrial Logistics Properties Trust
|
100 | $887 |
All Filings in STAG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,067 | 790 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $28,487 | 790 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $29,040 | 790 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $27,879 | 790 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $28,661 | 790 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,534 | 790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,717 | 790 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,881 | 790 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $28,487 | 790 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $30,367 | 790 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,015 | 790 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||