Position in STAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,730,169
+$13,284,822 QoQ
Shares Held
380,759
+3042.9% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 99.54354329116318.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4564567088368233.ToString("F0")%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $133,447,229 across 17 REIT - Industrial names. STAG ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
659,362 | $87,154,468 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
380,759 | $13,730,169 | |
| 3 | PSA |
Public Storage
|
50,099 | $13,570,816 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
342,055 | $11,195,459 | |
| 5 | COLD |
Americold Realty Trust
|
267,594 | $3,066,627 | |
| 6 | EGP |
Eastgroup Properties Inc
|
12,280 | $2,272,905 | |
| 7 | EXR |
Extra Space Storage Inc.
|
6,512 | $853,918 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
13,116 | $758,760 |
All Filings in STAG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,730,169 | 380,759 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $445,347 | 12,115 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $306,669 | 8,690 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $280,516 | 7,732 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,075 | 7,228 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $154,794 | 4,577 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,416 | 1,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,452 | 68 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||