Position in STAG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,324
+$8,716 QoQ
Shares Held
245
+1261.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 541 holders
Holding Since
Dec 2022
6 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, 2026Concord Wealth Partners holds $102,120 across 2 REIT - Industrial names. STAG ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
685 | $92,796 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
245 | $9,324 |
All Filings in STAG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,324 | 245 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $608 | 18 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $703 | 18 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 | $897 | 25 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $845 | 25 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $807 | 25 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||