Position in STAG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$893,458
-$187,873 QoQ
Shares Held
23,475
-21.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 545 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $26,227,854 across 9 REIT - Industrial names. STAG ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
70,809 | $9,592,495 | |
| 2 | CUBE |
CubeSmart
|
136,186 | $5,416,117 | |
| 3 | PSA |
Public Storage
|
14,955 | $4,760,326 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
73,883 | $2,401,197 | |
| 5 | EXR |
Extra Space Storage Inc.
|
13,133 | $1,908,224 | |
| 6 | STAG |
STAG Industrial, Inc.
This page
|
23,475 | $893,458 | |
| 7 | COLD |
Americold Realty Trust
|
42,952 | $675,205 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,876 | $298,947 |
All Filings in STAG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,458 | 23,475 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,081,331 | 29,987 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $912,419 | 24,821 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $698,036 | 19,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,832 | 7,658 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $306,172 | 9,053 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $702,556 | 19,483 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $848,524 | 22,074 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||