Position in STAG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,615
New position
Shares Held
95
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 541 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LifeSteps Financial, Inc. holds $8,220 across 2 REIT - Industrial names. STAG ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
34 | $4,605 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
95 | $3,615 |
All Filings in STAG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,615 | 95 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||