Position in STAG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$282,443
+$21,874 QoQ
Shares Held
7,421
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 541 holders
Holding Since
Mar 2025
6 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, 2026NewEdge Wealth, LLC holds $3,242,271 across 6 REIT - Industrial names. STAG ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,978 | $1,622,659 | |
| 2 | EGP |
Eastgroup Properties Inc
|
2,345 | $474,932 | |
| 3 | PSA |
Public Storage
|
1,006 | $320,219 | |
| 4 | STAG |
STAG Industrial, Inc.
This page
|
7,421 | $282,443 | |
| 5 | TRNO |
Terreno Realty Corp
|
4,207 | $272,487 | |
| 6 | EXR |
Extra Space Storage Inc.
|
1,855 | $269,531 |
All Filings in STAG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,443 | 7,421 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $260,569 | 7,226 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,515 | 7,631 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $271,027 | 7,680 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $278,630 | 7,680 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $284,625 | 7,880 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||