Position in STAG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,806
+$3,803 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 541 holders
Holding Since
Mar 2022
18 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, 2026Avion Wealth holds $63,544 across 7 REIT - Industrial names. STAG ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
250 | $33,867 | |
| 2 | PSA |
Public Storage
|
32 | $10,185 | |
| 3 | EXR |
Extra Space Storage Inc.
|
51 | $7,410 | |
| 4 | IIPR |
Innovative Industrial Properties Inc
|
100 | $6,198 | |
| 5 | STAG |
STAG Industrial, Inc.
This page
|
100 | $3,806 | |
| 6 | CUBE |
CubeSmart
|
27 | $1,073 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
30 | $1,005 |
All Filings in STAG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806 | 100 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3 | 100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3 | 100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3 | 100 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3 | 100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3 | 100 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3 | 100 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3 | 100 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,844 | 100 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,926 | 100 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3 | 114 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3 | 100 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3 | 100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2 | 100 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,843 | 100 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,088 | 100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,135 | 100 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||