Aegis Wealth Management, Inc.

Position in STAG — STAG Industrial, Inc.

CIK 2096565 Guthrie Center, IA

Position in STAG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,598,558

+$34,564 QoQ

Shares Held

42,001

-3.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

5.26%

of 13F equity value

Holder Rank

#191

of 541 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aegis Wealth Management, Inc. holds $2,805,962 across 3 REIT - Industrial names. STAG ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc. This page	42,001	$1,598,558
2	EXR	Extra Space Storage Inc.	5,372	$780,551
3	PSA	Public Storage	1,341	$426,853

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,598,558	42,001	-3.2%	Shares	Sole	2026-07-16
2026-03-31	$1,563,994	43,372	-0.8%	Shares	Sole	2026-04-20
2025-12-31	$1,607,110	43,719	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.