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STAG in the 13F filings

Stag Industrial Inc · CUSIP 85254J102

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 14 May 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 3 listed it in both
Shares listed
13,363,901
combined, among listed positions
Reported value
$514m
combined, at the quarter end

Among the 93 comparable managers: 1 buyer (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -194,785.

Managers listing STAG in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
MFS Investment Management5,223,245$201m0.06%Trimmed-25,12814 May 2024 (the filing on sec.gov)
AllianceBernstein LP4,019,028$154m0.05%Trimmed-158,37114 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd3,992,506$153m0.08%Trimmed-140,40815 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP129,122$5.0munder 0.1%Newnew14 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
STAG by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$27mn.a.n.a.
Q3 20132$80mn.a.n.a.
Q4 20132$87mn.a.n.a.
Q1 20142$96mn.a.n.a.
Q2 20143$100mn.a.n.a.
Q3 20142$88mn.a.n.a.
Q4 20142$107mn.a.n.a.
Q1 20152$70mn.a.n.a.
Q2 20153$66mn.a.n.a.
Q3 20153$71mn.a.n.a.
Q4 20151$23mn.a.n.a.
Q1 20161$22mn.a.n.a.
Q2 20161$25mn.a.n.a.
Q3 20161$28mn.a.n.a.
Q4 20163$81mn.a.n.a.
Q1 20171$66mn.a.n.a.
Q2 20172$94mn.a.n.a.
Q3 20174$214mn.a.n.a.
Q4 20174$246mn.a.n.a.
Q1 20184$220mn.a.n.a.
Q2 20183$287mn.a.n.a.
Q3 20183$274mn.a.n.a.
Q4 20183$235mn.a.n.a.
Q1 20196$415mn.a.n.a.
Q2 20196$405mn.a.n.a.
Q3 20198$476mn.a.n.a.
Q4 20196$637mn.a.n.a.
Q1 20208$490mn.a.n.a.
Q2 20205$615mn.a.n.a.
Q3 20206$598mn.a.n.a.
Q4 20209$487mn.a.n.a.
Q1 20216$487mn.a.n.a.
Q2 20215$634mn.a.n.a.
Q3 20214$607mn.a.n.a.
Q4 20216$752mn.a.n.a.
Q1 20226$605mn.a.n.a.
Q2 20227$380mn.a.n.a.
Q3 20226$353mn.a.n.a.
Q4 20225$470mn.a.n.a.
Q1 20234$524mn.a.n.a.
Q2 20237$540mn.a.n.a.
Q3 20234$468mn.a.n.a.
Q4 20233$532m12
Q1 20244$514m13
Q2 20246$507m33
Q3 20245$485m05
Q4 20244$388m13
Q1 20257$234m61
Q2 20255$780m50
Q3 20254$220m14
Q4 20255$228m1415
Q1 20267$805m1610
Q2 20266$317m2110

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

STAG and WELL →STAG and EQIX →STAG and PLD →Choose a stock to compare with STAG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own STAG, latest filings →Back to the 13F Explorer →