Position in STAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$646,372
+$8,615 QoQ
Shares Held
16,983
-4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#271
of 541 holders
Holding Since
Jun 2025
5 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, 202644 WEALTH MANAGEMENT LLC holds $1,471,945 across 3 REIT - Industrial names. STAG ranks #1 (43.9% of the industry book) .
All Filings in STAG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,372 | 16,983 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $637,757 | 17,686 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $654,033 | 17,792 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $405,799 | 11,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,068 | 11,358 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||