Position in STAG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$966,419
+$68,417 QoQ
Shares Held
25,392
+2.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#233
of 541 holders
Holding Since
Dec 2022
15 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, 2026Everhart Financial Group, Inc. holds $1,953,588 across 2 REIT - Industrial names. STAG ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
7,287 | $987,169 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
25,392 | $966,419 |
All Filings in STAG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,419 | 25,392 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $898,002 | 24,903 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $825,445 | 22,455 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $731,455 | 20,727 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $758,106 | 20,896 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $681,512 | 18,868 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $526,205 | 15,559 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $812,524 | 20,786 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $634,800 | 17,604 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $501,103 | 13,036 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $441,086 | 11,235 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $362,044 | 10,491 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $345,919 | 9,641 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $285,609 | 8,445 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $257,122 | 7,958 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||