Position in STAG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,141
+$60 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 541 holders
Holding Since
Dec 2025
3 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, 2026Morton Brown Family Wealth, LLC holds $5,668 across 3 REIT - Industrial names. STAG ranks #3 (20.1% of the industry book) .
All Filings in STAG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,081 | 30 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,102 | 30 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||