Position in STAG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,421
+$390 QoQ
Shares Held
195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 541 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $2,100,813 across 11 REIT - Industrial names. STAG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
10,927 | $1,587,693 | |
| 2 | PLD |
Prologis, Inc.
|
2,302 | $311,851 | |
| 3 | PSA |
Public Storage
|
532 | $169,340 | |
| 4 | STAG |
STAG Industrial, Inc.
This page
|
195 | $7,421 | |
| 5 | CUBE |
CubeSmart
|
156 | $6,204 | |
| 6 | EGP |
Eastgroup Properties Inc
|
27 | $5,468 | |
| 7 | COLD |
Americold Realty Trust
|
300 | $4,716 | |
| 8 | 83 | $3,691 |
All Filings in STAG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,421 | 195 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,031 | 195 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,646 | 208 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,881 | 195 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,788 | 132 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,612 | 100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,382 | 100 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||