Synergy Investment Management, LLC

Position in STAG — STAG Industrial, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in STAG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,800

+$5,026 QoQ

Shares Held

494

+29.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#443

of 541 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $41,737 across 6 REIT - Industrial names. STAG ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc. This page	494	$18,800
2	PLD	Prologis, Inc.	83	$11,243
3	PSA	Public Storage	17	$5,411
4	EXR	Extra Space Storage Inc.	22	$3,196
5	TRNO	Terreno Realty Corp	42	$2,720
6	FR	First Industrial Realty Trust Inc	6	$367

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,800	494	+29.3%	Shares	Sole	2026-08-14
2026-03-31	$13,774	382	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.