STAG INDL INC STAG
COM · REIT · CUSIP 85254J102 · ISIN US85254J1025
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersBoston, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($26.0m this quarter). Holder counts are more reliable. Shares outstanding: 191.2m as of 2026-04-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.10. Options: 6 managers hold calls ($5.1m notional), 5 hold puts ($2.9m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 402 |
| Q4 2022 | 443 |
| Q1 2023 | 457 |
| Q2 2023 | 497 |
| Q3 2023 | 492 |
| Q4 2023 | 515 |
| Q1 2024 | 502 |
| Q2 2024 | 522 |
| Q3 2024 | 518 |
| Q4 2024 | 520 |
| Q1 2025 | 520 |
| Q2 2025 | 524 |
| Q3 2025 | 525 |
| Q4 2025 | 544 |
| Q1 2026 | 536 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 237 | 242 |
| Q3 2024 | 215 | 262 |
| Q4 2024 | 245 | 236 |
| Q1 2025 | 283 | 217 |
| Q2 2025 | 266 | 226 |
| Q3 2025 | 246 | 236 |
| Q4 2025 | 251 | 227 |
| Q1 2026 | 257 | 234 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $13.6m | $3.7m | 0.27 |
| Q3 2025 | $11.2m | $1.9m | 0.17 |
| Q4 2025 | $6.5m | $632.3k | 0.10 |
| Q1 2026 | $5.1m | $2.9m | 0.57 |
Biggest buyers
| Nuveen, LLC | Added | +1.4m |
| TWO SIGMA INVESTMENTS, LP | Added | +918.6k |
| JPMORGAN CHASE & CO | Added | +879.9k |
| BlackRock, Inc. | Added | +852.1k |
| ProShare Advisors LLC | Added | +685.0k |
| FMR LLC | Added | +677.3k |
| Jain Global LLC | New | +569.9k |
| MARSHALL WACE, LLP | Added | +488.3k |
| APG Asset Management US Inc. | New | +452.1k |
| JONES FINANCIAL COMPANIES LLLP | Added | +368.6k |
Biggest sellers
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -1.6m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -721.6k |
| CITADEL ADVISORS LLC | Reduced | -605.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -452.2k |
| MACKENZIE FINANCIAL CORP | Reduced | -425.5k |
| HSBC HOLDINGS PLC | Reduced | -317.4k |
| TWO SIGMA ADVISERS, LP | Sold out | -302.2k |
| NATIXIS ADVISORS, LLC | Reduced | -286.3k |
| Boston Trust Walden Corp | Reduced | -263.2k |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | -228.8k |
Biggest calls
| Jefferies Financial Group Inc. | Reduced | $2.5m69.3k shares |
| CITADEL ADVISORS LLC | Added | $1.1m29.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $861.8k23.9k shares |
| JANE STREET GROUP, LLC | Reduced | $439.9k12.2k shares |
| IMC-Chicago, LLC | New | $205.5k5.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $61.3k1.7k shares |
Biggest puts
| HBK INVESTMENTS L P | New | $1.8m50.0k shares |
| CITADEL ADVISORS LLC | Added | $829.4k23.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $248.8k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $21.6k600 shares |
| GROUP ONE TRADING LLC | Unchanged | $3.6k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.8% |
| FMR LLC 13G · institution +1.5 pts · filed 2025-08-06 | 7.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), STATE STREET CORP (4.9%, 2026-02-09)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $1.0m | — |
| Q3 2024 | 0 | — | 1 | $3.3m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $2.0m | — |
| Q2 2025 | 0 | — | 1 | $1.1m | — |
| Q3 2025 | 0 | — | 2 | $993.3k | — |
| Q4 2025 | 0 | — | 1 | $509.3k | — |
| Q1 2026 | 0 | — | 3 | $5.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-23 | Crooker William R CEO AND PRESIDENT, director | Sold | $3.7m93.7k shares |
| 2026-02-23 | Pinard Matts EVP, CFO AND TREASURER | Sold | $989.0k25.2k shares |
| 2026-02-19 | COLBERT VIRGIS Director | Sold | $685.5k18.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 28.6m $1.0bn | Added +852.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 16.8m $607.2m | First filing |
| FMR LLC 0.03% of their portfolio | 14.2m $513.7m | Added +677.3k |
| STATE STREET CORP 0.01% of their portfolio | 9.2m $334.1m | Reduced -17.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 8.6m $309.1m | First filing |
| Nuveen, LLC 0.04% of their portfolio | 4.0m $146.0m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.0m $144.3m | Added +170.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.6m $130.5m | Added +200.5k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 3.6m $132.3m | Reduced -187 |
| EARNEST PARTNERS LLC 0.51% of their portfolio | 3.4m $122.9m | Reduced -75.4k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.69% of their portfolio | 3.2m $114.3m | Reduced -452.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.0m $107.6m | Added +113.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $100.4m | Added +879.9k |
| Boston Trust Walden Corp 0.76% of their portfolio | 2.5m $92.0m | Reduced -263.2k |
| Channing Capital Management, LLC 2.08% of their portfolio | 2.3m $81.2m | Added +60.0k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 2.0m $70.8m | Added +221.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $68.6m | Added +159.8k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 1.7m $61.0m | Added +918.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.6m $57.4m | Reduced -87.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.56% of their portfolio | 1.5m $54.1m | Added +34.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $54.1m | Added +111.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.3m $48.0m | Added +47.1k |
| SEGALL BRYANT & HAMILL, LLC 0.64% of their portfolio | 1.2m $45.0m | Added +14.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.2m $42.8m | First filing |
| Woodline Partners LP 0.16% of their portfolio | 1.2m $42.8m | Added +287.8k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $42.2m | Reduced -8.3k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.1m $41.2m | Reduced -29.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 1.1m $40.9m | Added +26.2k |
| GW&K Investment Management, LLC 0.36% of their portfolio | 1.1m $40.7m | Reduced -28.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $39.7m | Added +12.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $39.4m | Reduced -6.8k |
| Legal & General Group Plc 0.01% of their portfolio | 1.0m $37.5m | Reduced -89.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.0m $36.2m | Added +46.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.29% of their portfolio | 922.3k $33.3m | Added +321.0k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% of their portfolio | 808.0k $29.1m | Added +47.9k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 784.7k $28.3m | Added +148.4k |
| BESSEMER GROUP INC 0.04% of their portfolio | 734.9k $26.5m | Reduced -99.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 726.5k $26.2m | Reduced -605.6k |
| ProShare Advisors LLC 0.04% of their portfolio | 692.5k $25.0m | Added +685.0k |
| Heitman Real Estate Securities LLC 1.78% of their portfolio | 685.3k $24.7m | Reduced -227.6k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 659.2k $23.8m | Added +11.2k |
| MILLER HOWARD INVESTMENTS INC /NY 0.58% of their portfolio | 587.0k $21.2m | Reduced -7.1k |
| Aristotle Capital Boston, LLC 1.29% of their portfolio | 577.7k $20.8m | Reduced -99.8k |
| Jain Global LLC 0.26% of their portfolio | 569.9k $20.5m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 523.7k $18.9m | Added +18.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 523.4k $18.9m | Added +166.6k |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 519.6k $18.7m | Added +41.8k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 506.0k $18.2m | Added +488.3k |
| Pacific Heights Asset Management LLC 0.60% of their portfolio | 500.0k $18.0m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 471.1k $17.0m | Reduced -150.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 457.2k $16.4m | Added +2.7k |
| APG Asset Management US Inc. 0.13% of their portfolio | 452.1k $16.4m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 440.2k $15.9m | Reduced -12.8k |
| Leeward Investments, LLC - MA 0.78% of their portfolio | 438.3k $15.8m | Reduced -12.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 426.5k $15.4m | Added +24.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 425.5k $15.3m | Added +76.2k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 416.7k $15.0m | Added +6.3k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 404.7k $14.6m | Reduced -286.3k |
| MetLife Investment Management, LLC 0.07% of their portfolio | 398.9k $14.4m | Added +10.8k |
| Lighthouse Investment Partners, LLC 0.52% of their portfolio | 388.2k $14.0m | Reduced -33.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 385.5k $13.9m | Added +21.1k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 380.8k $13.7m | Added +368.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 378.2k $13.6m | Added +112.6k |
| Swiss National Bank 0.01% of their portfolio | 369.5k $13.3m | Added +1.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 355.3k $12.8m | Reduced -151.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 352.8k $12.7m | Added +2.9k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 345.3k $12.5m | Reduced -30.4k |
| BOKF, NA 0.19% of their portfolio | 338.8k $12.2m | Reduced -8.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 337.8k $12.2m | Reduced -317.4k |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 325.3k $11.7m | Reduced -35.9k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 325.0k $11.7m | Reduced -27.7k |
| Susquehanna Portfolio Strategies, LLC 0.17% of their portfolio | 312.7k $11.3m | Reduced -2.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 302.2k $10.9m | Added +14.2k |
| CITIGROUP INC 0.01% of their portfolio | 301.9k $10.9m | Added +68.2k |
| Crestwood Advisors Group, LLC 0.18% of their portfolio | 292.5k $10.5m | Added +45.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 275.8k $9.9m | Reduced -42.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 267.3k $9.6m | Added +88.9k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 259.8k $9.4m | Reduced -425.5k |
| CONGRESS ASSET MANAGEMENT CO 0.06% of their portfolio | 242.4k $8.7m | Added +33.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 235.9k $8.5m | Added +100.5k |
| Retirement Systems of Alabama 0.03% of their portfolio | 234.2k $8.4m | Added +10.1k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.15% of their portfolio | 229.8k $8.3m | Reduced -21.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 221.5k $8.0m | Added +44.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 219.3k $7.9m | Added +4.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 212.4k $7.7m | Reduced -20.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 208.2k $7.5m | Added +2.1k |
| STRS OHIO 0.03% of their portfolio | 206.2k $7.4m | Added +172.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.07% of their portfolio | 195.3k $7.0m | Reduced -1.6m |
| Fisher Asset Management, LLC 0.00% of their portfolio | 190.9k $6.9m | Added +7.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.12% of their portfolio | 189.1k $6.8m | Reduced -53.2k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 187.5k $6.8m | Added +2.5k |
| COMMERCE BANK 0.03% of their portfolio | 172.9k $6.2m | Added +155.6k |
| Vanguard Investments Australia, Ltd. 0.02% of their portfolio | 170.1k $6.1m | First filing |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 167.2k $6.0m | First filing |
| Creative Planning 0.00% of their portfolio | 166.2k $6.0m | Added +104.2k |
| SG Americas Securities, LLC 0.01% of their portfolio | 164.5k $5.9m | Added +8.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 162.6k $5.9m | Added +10.8k |
| Bayhunt Capital LLC 5.56% of their portfolio | 159.8k $5.9m | Reduced -121.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 158.8k $5.7m | Added +15.0k |
| OPPENHEIMER & CO INC 0.07% of their portfolio | 158.6k $5.7m | Reduced -526 |