Position in STAG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$79,469
+$4,176 QoQ
Shares Held
2,088
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 541 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $101,328 across 3 REIT - Industrial names. STAG ranks #1 (78.4% of the industry book) .
All Filings in STAG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,469 | 2,088 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $75,293 | 2,088 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $76,754 | 2,088 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $73,685 | 2,088 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $75,752 | 2,088 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $94,778 | 2,624 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $103,286 | 3,054 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $129,192 | 3,305 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $142,833 | 3,961 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $152,260 | 3,961 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $155,508 | 3,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $136,694 | 3,961 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $142,120 | 3,961 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $140,725 | 4,161 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $134,441 | 4,161 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $118,297 | 4,161 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $128,491 | 4,161 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $182,229 | 4,407 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $211,359 | 4,407 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $197,035 | 5,020 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $187,898 | 5,020 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $135,112 | 4,020 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $125,906 | 4,020 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||