Position in STAG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,659,827
-$888,671 QoQ
Shares Held
212,419
-8.7% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.82034563763129.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1796543623687143.ToString("F0")%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $428,336,604 across 13 REIT - Industrial names. STAG ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,688,736 | $355,397,121 | |
| 2 | PSA |
Public Storage
|
107,214 | $29,042,125 | |
| 3 | EXR |
Extra Space Storage Inc.
|
119,089 | $15,616,138 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
331,368 | $10,845,673 | |
| 5 | STAG |
STAG Industrial, Inc.
This page
|
212,419 | $7,659,827 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
37,858 | $2,190,083 | |
| 7 | LINE |
Lineage, Inc.
|
51,726 | $1,694,542 | |
| 8 | CUBE |
CubeSmart
|
45,820 | $1,679,300 |
All Filings in STAG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,659,827 | 212,419 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,548,498 | 232,549 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,178,335 | 515,113 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,649,606 | 265,976 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $9,429,304 | 261,055 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,197,009 | 271,940 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $52,620,963 | 1,346,149 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,274,662 | 312,664 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,269,777 | 319,193 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,448,496 | 266,136 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $8,103,014 | 234,802 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $7,787,213 | 217,035 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $3,362,789 | 99,432 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,202,991 | 68,183 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,645,641 | 57,884 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,253,293 | 40,586 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,164,538 | 28,163 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,490,643 | 31,081 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $30,063,966 | 765,961 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $29,489,371 | 787,854 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $21,680,363 | 645,057 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,464,218 | 621,463 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,608,109 | 347,921 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,098,599 | 173,895 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,204,054 | 142,276 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||