STAG Industrial, Inc.
MX ˙ BMV ˙ US85254J1025
SecurityMX:STAG / STAG Industrial, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership66,148 shares
Latest Disclosed Value $ 2,385,555
Advisor Group Holdings, Inc. reports 29.59% decrease in ownership of STAG / STAG Industrial, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 66,148 shares of STAG Industrial, Inc. (MX:STAG) valued at $2,385,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 93,950 shares of STAG Industrial, Inc.. This represents a change in shares of -29.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F STAG INDUSTRIAL COM 85254J102 66,148 -27,802 -29.59 2,386 -30.93 0.0020
2026-02-17 2025-12-31 13F STAG INDL COM 85254J102 93,950 -22,871 -19.58 3,454 -17.59 0.0050
2025-11-14 2025-09-30 13F STAG INDL COM 85254J102 116,821 22,590 23.97 4,190 22.55 0.0059
2025-09-04 2025-06-30 13F/A-1 TAG INDL COM 85254J102 94,231 3,338 3.67 3,419 4.14 0.0061
2025-08-13 2025-06-30 13F TAG INDL COM 85254J102 85,721 -5,172 2,962 0.0034
2025-05-12 2025-03-31 13F STAG INDL COM 85254J102 90,893 7,103 8.48 3,283 15.88 0.0073
2025-06-06 2024-12-31 13F/A-1 STAG INDL COM 85254J102 83,790 -6,950 -7.66 2,834 -20.13 0.0064
2025-02-07 2024-12-31 13F STAG INDL COM 85254J102 82,016 -8,724 3,083 0.0079
2024-11-13 2024-09-30 13F STAG INDL COM 85254J102 90,740 -15,480 -14.57 3,547 -7.39 0.0080
2024-08-13 2024-06-30 13F STAG INDL COM 85254J102 106,220 -37,229 -25.95 3,831 -30.54 0.0091
2024-05-10 2024-03-31 13F STAG INDL COM 85254J102 143,449 -18,482 -11.41 5,514 -13.26 0.0123
2024-02-12 2023-12-31 13F STAG INDL COM 85254J102 161,931 -4,365 -2.62 6,358 10.77 0.0111
2023-11-13 2023-09-30 13F STAG INDL COM 85254J102 166,296 9,048 5.75 5,739 1.70 0.0085
2023-08-21 2023-06-30 13F/A-1 STAG INDL COM 85254J102 157,248 -966 -0.61 5,644 5.60 0.0101
2023-08-10 2023-06-30 13F STAG INDL COM 85254J102 157,248 -966 5,644 0.0015
2023-05-12 2023-03-31 13F STAG INDL COM 85254J102 158,214 13,148 9.06 5,344 14.02 0.0101
2023-02-10 2022-12-31 13F STAG INDL COM 85254J102 145,066 2,932 2.06 4,688 15.99 0.0095
2022-11-14 2022-09-30 13F STAG INDL COM 85254J102 142,134 -1,864 -1.29 4,041 -9.19 0.0092
2022-08-10 2022-06-30 13F STAG INDL COM 85254J102 143,998 9,825 7.32 4,450 -18.60 0.0098
2022-05-04 2022-03-31 13F STAG INDL COM 85254J102 134,173 10,230 8.25 5,467 -7.99 0.0106
2022-02-03 2021-12-31 13F STAG INDL COM 85254J102 123,943 16,373 15.22 5,942 40.64 0.0112
2021-11-05 2021-09-30 13F STAG INDL COM 85254J102 107,570 24,813 29.98 4,225 36.42 0.0088
2021-08-02 2021-06-30 13F STAG INDL COM 85254J102 82,757 907 1.11 3,097 12.37 0.0067
2021-05-13 2021-03-31 13F STAG INDL COM 85254J102 81,850 16,106 24.50 2,756 33.85 0.0066
2021-02-10 2020-12-31 13F STAG INDL COM 85254J102 65,744 -14,412 -17.98 2,059 -15.55 0.0055
2020-11-12 2020-09-30 13F STAG INDL COM 85254J102 80,156 2,070 2.65 2,438 6.51 0.0073
2020-08-14 2020-06-30 13F STAG INDL COM 85254J102 78,086 -14,603 -15.75 2,289 9.31 0.0077
2020-05-18 2020-03-31 13F STAG INDL COM 85254J102 92,689 92,689 2,094 0.0086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.