Position in STAG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$203,050
-$29,248 QoQ
Shares Held
5,335
-17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#388
of 541 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026RICHARDS, MERRILL & PETERSON, INC. holds $514,089 across 2 REIT - Industrial names. STAG ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,296 | $311,039 | |
| 2 | STAG |
STAG Industrial, Inc.
This page
|
5,335 | $203,050 |
All Filings in STAG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,050 | 5,335 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $232,298 | 6,442 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $231,771 | 6,305 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,256 | 6,298 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $257,624 | 7,101 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $256,199 | 7,093 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $259,940 | 7,686 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||