Position in STAG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$75,929
+$26,965 QoQ
Shares Held
1,995
+49.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#412
of 541 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $182,835 across 6 REIT - Industrial names. STAG ranks #1 (41.5% of the industry book) .
All Filings in STAG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,929 | 1,995 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $48,964 | 1,332 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,823 | 80 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $36,352 | 1,002 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $36,120 | 1,000 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $33,820 | 1,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $39,090 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,060 | 1,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $38,440 | 1,000 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $39,260 | 1,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,510 | 1,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,880 | 1,000 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $113,364 | 3,352 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||