Position in STAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,865,577
+$2,135,408 QoQ
Shares Held
416,857
+9.5% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 544 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $166,141,574 across 17 REIT - Industrial names. STAG ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
798,570 | $108,182,277 | |
| 2 | PSA |
Public Storage
|
53,889 | $17,153,406 | |
| 3 | STAG |
STAG Industrial, Inc.
This page
|
416,857 | $15,865,577 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
345,361 | $11,569,593 | |
| 5 | COLD |
Americold Realty Trust
|
440,899 | $6,930,932 | |
| 6 | EGP |
Eastgroup Properties Inc
|
14,913 | $3,020,329 | |
| 7 | EXR |
Extra Space Storage Inc.
|
8,437 | $1,225,896 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
17,670 | $1,083,347 |
All Filings in STAG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,865,577 | 416,857 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||