Position in STAG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$597,389
-$12,926 QoQ
Shares Held
15,696
-7.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#275
of 541 holders
Holding Since
Dec 2020
22 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, 2026Kaizen Financial Strategies holds $827,219 across 2 REIT - Industrial names. STAG ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
This page
|
15,696 | $597,389 | |
| 2 | CUBE |
CubeSmart
|
5,779 | $229,830 |
All Filings in STAG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,389 | 15,696 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $610,315 | 16,925 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $615,619 | 16,747 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $587,754 | 16,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,499 | 16,414 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $595,618 | 16,490 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $564,557 | 16,693 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $674,263 | 17,249 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $665,631 | 18,459 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $702,529 | 18,276 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $710,645 | 18,101 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $703,037 | 20,372 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $707,768 | 19,726 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $661,147 | 19,549 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $632,306 | 19,570 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $619,205 | 21,780 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $659,102 | 21,344 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $868,846 | 21,012 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,001,836 | 20,889 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $813,103 | 20,716 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $693,609 | 20,637 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $639,178 | 20,408 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||