Position in STAG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$727,973
+$142,071 QoQ
Shares Held
19,127
+17.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#257
of 541 holders
Holding Since
Mar 2023
12 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, 2026Values First Advisors, Inc. holds $2,375,040 across 3 REIT - Industrial names. STAG ranks #3 (30.7% of the industry book) .
All Filings in STAG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,973 | 19,127 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $585,902 | 16,248 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $589,998 | 16,050 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $520,880 | 14,760 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $527,402 | 14,537 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $529,844 | 14,669 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $492,486 | 14,562 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $557,227 | 14,255 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $516,415 | 14,321 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $550,037 | 14,309 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $543,201 | 13,836 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $2,536 | 75 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||