Position in STAG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,020,502
+$43,745 QoQ
Shares Held
26,813
-1.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#229
of 541 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $11,128,136 across 8 REIT - Industrial names. STAG ranks #7 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
24,960 | $3,381,331 | |
| 2 | PSA |
Public Storage
|
3,929 | $1,250,639 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
19,418 | $1,190,517 | |
| 4 | EGP |
Eastgroup Properties Inc
|
5,745 | $1,163,534 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
17,061 | $1,057,440 | |
| 6 | TRNO |
Terreno Realty Corp
|
16,132 | $1,044,869 | |
| 7 | STAG |
STAG Industrial, Inc.
This page
|
26,813 | $1,020,502 | |
| 8 | CUBE |
CubeSmart
|
25,630 | $1,019,304 |
All Filings in STAG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,502 | 26,813 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $976,757 | 27,087 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,339,166 | 36,430 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,287,661 | 36,488 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,341,017 | 36,963 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,329,179 | 36,799 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,229,796 | 36,363 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,473,067 | 37,684 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,354,485 | 37,562 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,495,546 | 38,906 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,525,879 | 38,866 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||