Concurrent Investment Advisors, LLC

Position in STAG — STAG Industrial, Inc.

CIK 2001015 Tampa, FL

Position in STAG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$408,155

+$10,631 QoQ

Shares Held

10,724

-2.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#312

of 541 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $9,554,590 across 4 REIT - Industrial names. STAG ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	45,820	$6,207,234
2	PSA	Public Storage	6,578	$2,093,842
3	EGP	Eastgroup Properties Inc	4,174	$845,359
4	STAG	STAG Industrial, Inc. This page	10,724	$408,155

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,155	10,724	-2.7%	Shares	Sole	2026-07-27
2026-03-31	$397,524	11,024	-26.6%	Shares	Sole	2026-04-21
2025-12-31	$551,987	15,016	+39.6%	Shares	Sole	2026-01-29
2025-09-30	$379,543	10,755	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$388,703	10,714	-1.6%	Shares	Sole	2025-07-25
2025-03-31	$393,310	10,889	+8.3%	Shares	Sole	2025-04-29
2024-12-31	$340,161	10,058	-0.3%	Shares	Sole	2025-02-03
2024-09-30	$394,418	10,090	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$363,232	10,073	-7.4%	Shares	Sole	2024-07-30
2024-03-31	$418,150	10,878	+0.0%	Shares	Sole	2024-05-07
2023-12-31	$427,031	10,877	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.