STAG Industrial, Inc.
MX ˙ BMV ˙ US85254J1025
SecurityMX:STAG / STAG Industrial, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership139,256 shares
Latest Disclosed Value $ 5,021,568
LPL Financial LLC reports 1.57% increase in ownership of STAG / STAG Industrial, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 139,256 shares of STAG Industrial, Inc. (MX:STAG) valued at $5,021,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 137,101 shares of STAG Industrial, Inc.. This represents a change in shares of 1.57% 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)
2026-05-06 2026-03-31 13F STAG INDUSTRIAL COM 85254J102 139,256 2,155 1.57 5,022 -0.36 0.0013
2026-02-11 2025-12-31 13F STAG INDL COM 85254J102 137,101 -5,180 -3.64 5,040 0.36 0.0014
2025-11-12 2025-09-30 13F STAG INDL COM 85254J102 142,281 -11,589 -7.53 5,021 -10.05 0.0015
2025-08-12 2025-06-30 13F STAG INDL COM 85254J102 153,870 7,561 5.17 5,582 5.64 0.0019
2025-05-07 2025-03-31 13F STAG INDL COM 85254J102 146,309 10,048 7.37 5,285 14.67 0.0021
2025-02-11 2024-12-31 13F STAG INDL COM 85254J102 136,261 12,735 10.31 4,608 -4.56 0.0019
2024-11-08 2024-09-30 13F STAG INDL COM 85254J102 123,526 902 0.74 4,829 9.21 0.0022
2024-08-07 2024-06-30 13F STAG INDL COM 85254J102 122,624 10,899 9.76 4,422 2.96 0.0022
2024-05-10 2024-03-31 13F STAG INDL COM 85254J102 111,725 15,167 15.71 4,295 13.30 0.0023
2024-02-14 2023-12-31 13F STAG INDL COM 85254J102 96,558 -1,819 -1.85 3,791 11.63 0.0023
2023-11-13 2023-09-30 13F STAG INDL COM 85254J102 98,377 7,795 8.61 3,395 4.46 0.0024
2023-07-31 2023-06-30 13F STAG INDL COM 85254J102 90,582 6,164 7.30 3,250 13.84 0.0023
2023-05-10 2023-03-31 13F STAG INDL COM 85254J102 84,418 3,056 3.76 2,855 8.64 0.0022
2023-02-07 2022-12-31 13F STAG INDL COM 85254J102 81,362 3,283 4.20 2,629 18.38 0.0023
2022-11-14 2022-09-30 13F STAG INDL COM 85254J102 78,079 4,047 5.47 2,220 -2.89 0.0021
2022-08-12 2022-06-30 13F STAG INDL COM 85254J102 74,032 -9,859 -11.75 2,286 -34.10 0.0022
2022-05-16 2022-03-31 13F STAG INDL COM 85254J102 83,891 8,770 11.67 3,469 -3.72 0.0030
2022-02-14 2021-12-31 13F STAG INDL COM 85254J102 75,121 19,433 34.90 3,603 64.82 0.0030
2021-11-15 2021-09-30 13F STAG INDL COM 85254J102 55,688 4,891 9.63 2,186 14.99 0.0021
2021-08-13 2021-06-30 13F STAG INDL COM 85254J102 50,797 2,043 4.19 1,901 15.99 0.0019
2021-05-14 2021-03-31 13F STAG INDL COM 85254J102 48,754 1,811 3.86 1,639 11.50 0.0019
2021-02-12 2020-12-31 13F STAG INDL COM 85254J102 46,943 18,436 64.67 1,470 69.16 0.0019
2020-11-09 2020-09-30 13F STAG INDL COM 85254J102 28,507 2,968 11.62 869 16.02 0.0014
2020-08-13 2020-06-30 13F STAG INDL COM 85254J102 25,539 2,804 12.33 749 46.29 0.0013
2020-05-14 2020-03-31 13F STAG INDL COM 85254J102 22,735 1,143 5.29 512 -24.93 0.0011
2020-02-14 2019-12-31 13F STAG INDL COM 85254J102 21,592 1,584 7.92 682 15.59 0.0012
2019-11-13 2019-09-30 13F STAG INDL COM 85254J102 20,008 6,854 52.11 590 48.24 0.0012
2019-08-09 2019-06-30 13F STAG INDL COM 85254J102 13,154 1,243 10.44 398 12.75 0.0008
2019-05-08 2019-03-31 13F STAG INDL COM 85254J102 11,911 -4,401 -26.98 353 -13.05 0.0008
2019-02-07 2018-12-31 13F STAG INDL COM 85254J102 16,312 7,115 77.36 406 60.47 0.0011
2018-11-14 2018-09-30 13F STAG INDL COM 85254J102 9,197 1,486 19.27 253 20.48 0.0006
2018-08-14 2018-06-30 13F STAG INDL COM 85254J102 7,711 -1,967 -20.32 210 -9.09 0.0006
2018-05-15 2018-03-31 13F STAG INDL COM 85254J102 9,678 -1,930 -16.63 231 -27.13 0.0006
2018-02-14 2017-12-31 13F STAG INDL COM 85254J102 11,608 426 3.81 317 3.26 0.0010
2017-11-14 2017-09-30 13F STAG INDL COM 85254J102 11,182 -508 -4.35 307 -4.95 0.0011
2017-08-14 2017-06-30 13F STAG INDL COM 85254J102 11,690 11,690 323 0.0012
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.