STAG Industrial, Inc.
US ˙ NYSE ˙ US85254J1025

SecuritySTAG / STAG Industrial, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership166,240 shares
Latest Disclosed Value $ 5,994,612
Creative Planning reports 167.94% increase in ownership of STAG / STAG Industrial, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 166,240 shares of STAG Industrial, Inc. (US:STAG) valued at $5,994,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 62,044 shares of STAG Industrial, Inc.. This represents a change in shares of 167.94% during the quarter. The current value of the position is $6,071,085 USD.

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)
2026-05-12 2026-03-31 13F STAG INDUSTRIAL COM 85254J102 166,240 104,196 167.94 5,995 162.89 0.0040
2026-02-17 2025-12-31 13F STAG INDL COM 85254J102 62,044 3,292 5.60 2,281 9.99 0.0016
2025-11-14 2025-09-30 13F STAG INDL COM 85254J102 58,752 34,700 144.27 2,073 137.73 0.0016
2025-08-08 2025-06-30 13F STAG INDL COM 85254J102 24,052 -13,700 -36.29 873 -36.02 0.0007
2025-05-15 2025-03-31 13F STAG INDL COM 85254J102 37,752 7,597 25.19 1,364 33.76 0.0013
2025-02-14 2024-12-31 13F STAG INDL COM 85254J102 30,155 10,648 54.59 1,020 33.73 0.0010
2024-10-11 2024-09-30 13F STAG INDL COM 85254J102 19,507 1,142 6.22 763 15.11 0.0008
2024-08-15 2024-06-30 13F STAG INDL COM 85254J102 18,365 918 5.26 662 -1.19 0.0007
2024-05-13 2024-03-31 13F STAG INDL COM 85254J102 17,447 3,843 28.25 671 25.47 0.0007
2024-02-14 2023-12-31 13F STAG INDL COM 85254J102 13,604 -43 -0.32 534 13.62 0.0010
2023-11-16 2023-09-30 13F STAG INDL COM 85254J102 13,647 680 5.24 471 1.08 0.0006
2023-07-21 2023-06-30 13F STAG INDL COM 85254J102 12,967 1,594 14.02 465 21.09 0.0006
2023-05-15 2023-03-31 13F STAG INDL COM 85254J102 11,373 483 4.44 385 9.40 0.0006
2023-02-10 2022-12-31 13F STAG INDL COM 85254J102 10,890 -1,973 -15.34 352 -4.10 0.0005
2022-11-03 2022-09-30 13F STAG INDL COM 85254J102 12,863 4,393 51.87 366 39.69 0.0006
2022-08-15 2022-06-30 13F STAG INDL COM 85254J102 8,470 -98 -1.14 262 -25.99 0.0004
2022-05-16 2022-03-31 13F STAG INDL COM 85254J102 8,568 3,429 66.73 354 43.90 0.0005
2022-02-11 2021-12-31 13F STAG INDL COM 85254J102 5,139 5,139 246 0.0004
2017-10-17 2017-09-30 13F STAG INDL COM 85254J102 0 -4,341 -100.00 0 -100.00
2017-07-12 2017-06-30 13F STAG INDL COM 85254J102 4,341 2,535 140.37 120 166.67 0.0006
2017-04-07 2017-03-31 13F STAG INDL COM 85254J102 1,806 -988 -35.36 45 -32.84 0.0002
2017-01-09 2016-12-31 13F STAG INDL COM 85254J102 2,794 534 23.63 67 21.82 0.0004
2016-10-12 2016-09-30 13F STAG INDL COM 85254J102 2,260 0 0.00 55 1.85 0.0004
2016-07-12 2016-06-30 13F STAG INDL COM 85254J102 2,260 110 5.12 54 22.73 0.0004
2016-04-08 2016-03-31 13F STAG INDL COM 85254J102 2,150 0 0.00 44 10.00 0.0003
2016-01-11 2015-12-31 13F STAG INDL COM 85254J102 2,150 2,150 0.00 40 0.0003
2015-07-09 2015-06-30 13F STAG INDL COM 85254J102 0 -600 -100.00 0 -100.00
2015-04-13 2015-03-31 13F STAG INDL COM 85254J102 600 600 0.00 14 0.0001
2015-01-29 2014-12-31 13F STAG INDL COM 85254J102 0 -1,100 -100.00 0 -100.00
2014-10-10 2014-09-30 13F STAG INDL COM 85254J102 1,100 0 0.00 23 -11.54 0.0003
2014-08-20 2014-06-30 13F STAG INDL COM 85254J102 1,100 0 0.00 26 -3.70 0.0003
2014-04-11 2014-03-31 13F STAG INDL COM 85254J102 1,100 500 83.33 27 125.00 0.0004
2014-01-06 2013-12-31 13F STAG INDL COM 85254J102 600 0 0.00 12 0.00 0.0002
2013-10-10 2013-09-30 13F STAG INDL COM 85254J102 600 0 0.00 12 0.00 0.0002
2013-07-09 2013-06-30 13F STAG INDL COM 85254J102 600 600 12 0.0003
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.