Position in STAG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,642
+$1,400 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 541 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $6,064,772 across 7 REIT - Industrial names. STAG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
39,907 | $5,406,201 | |
| 2 | PSA |
Public Storage
|
1,396 | $444,360 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,110 | $161,283 | |
| 4 | STAG |
STAG Industrial, Inc.
This page
|
700 | $26,642 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
215 | $13,325 | |
| 6 | EGP |
Eastgroup Properties Inc
|
64 | $12,961 | |
| 7 | NSA |
National Storage Affiliates Trust
|
270 | $0 |
All Filings in STAG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,642 | 700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,242 | 700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,246 | 850 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $35,290 | 1,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $97,448 | 2,686 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $101,605 | 2,813 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,167 | 892 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $35,532 | 909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,666 | 1,100 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $43,475 | 1,131 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $43,186 | 1,100 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $40,894 | 1,185 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $42,517 | 1,185 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $37,202 | 1,100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $38,287 | 1,185 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $33,689 | 1,185 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,968 | 1,100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,485 | 1,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,756 | 1,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $43,175 | 1,100 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $41,173 | 1,100 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $38,785 | 1,154 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $23,615 | 754 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $21,373 | 701 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $20,524 | 700 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||