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 ($27.7m this quarter). Holder counts are more reliable. Shares outstanding: 192.8m as of 2026-07-27, 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 ≈ $38.06. Options: 8 managers hold calls ($8.7m notional), 3 hold puts ($2.7m).
Trends to Q2 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 |
| Q2 2026 | 549 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 277 | 205 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $11.2m | $1.9m | 0.17 |
| Q4 2025 | $6.5m | $632.3k | 0.10 |
| Q1 2026 | $5.1m | $2.9m | 0.57 |
| Q2 2026 | $8.7m | $2.7m | 0.31 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.8m |
| NORTHERN TRUST CORP | Added | +786.9k |
| JPMORGAN CHASE & CO | Added | +780.0k |
| Boston Partners | New | +722.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Added | +613.7k |
| Nuveen, LLC | Added | +389.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +346.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +346.0k |
| ROYAL BANK OF CANADA | Added | +321.8k |
| TWO SIGMA INVESTMENTS, LP | Added | +290.5k |
Biggest sellers
| FMR LLC | Reduced | -1.6m |
| Jain Global LLC | Sold out | -569.9k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -530.2k |
| CITADEL ADVISORS LLC | Reduced | -522.5k |
| BESSEMER GROUP INC | Reduced | -456.6k |
| Invesco Ltd. | Reduced | -449.8k |
| Lighthouse Investment Partners, LLC | Reduced | -373.3k |
| LOOMIS SAYLES & CO L P | Sold out | -325.0k |
| MACKENZIE FINANCIAL CORP | Sold out | -259.8k |
| STRS OHIO | Sold out | -206.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.4m61.8k shares |
| UBS Group AG | New | $1.7m44.7k shares |
| JANE STREET GROUP, LLC | Added | $1.5m38.8k shares |
| CITADEL ADVISORS LLC | Added | $1.4m36.9k shares |
| NOMURA HOLDINGS INC | New | $1.3m32.9k shares |
| IMC-Chicago, LLC | Added | $342.5k9.0k shares |
| GROUP ONE TRADING LLC | New | $129.4k3.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $34.3k900 shares |
Biggest puts
| HBK INVESTMENTS L P | Unchanged | $1.9m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $491.0k12.9k shares |
| CITADEL ADVISORS LLC | Reduced | $304.5k8.0k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 28.8m $1.1bn | Added +183.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 17.2m $654.0m | Added +346.0k |
| FMR LLC 0.02% of their portfolio | 12.7m $481.7m | Reduced -1.6m |
| STATE STREET CORP 0.01% of their portfolio | 9.2m $352.9m | Added +11.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 8.7m $329.3m | Added +80.2k |
| NORGES BANK 0.03% of their portfolio | 8.0m $304.7m | Not comparable |
| Nuveen, LLC 0.04% of their portfolio | 4.4m $168.9m | Added +389.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.1m $155.4m | Added +80.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.7m $142.6m | Added +127.0k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 3.7m $132.7m | Added +82.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.6m $139.8m | Added +780.0k |
| EARNEST PARTNERS LLC 0.45% of their portfolio | 3.3m $126.0m | Reduced -99.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.0m $113.4m | Reduced -3.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.7m $102.4m | Added +786.9k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.40% of their portfolio | 2.6m $100.5m | Reduced -530.2k |
| Boston Trust Walden Corp 0.71% of their portfolio | 2.4m $92.9m | Reduced -109.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.3m $88.9m | Added +1.8m |
| Channing Capital Management, LLC 1.92% of their portfolio | 2.2m $83.3m | Reduced -62.8k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 2.0m $75.5m | Added +290.5k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 2.0m $75.4m | Added +17.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $58.8m | Reduced -47.9k |
| SEGALL BRYANT & HAMILL, LLC 0.68% of their portfolio | 1.5m $57.3m | Added +258.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $55.2m | Reduced -50.6k |
| Woodline Partners LP 0.17% of their portfolio | 1.4m $55.0m | Added +258.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $52.1m | Added +269.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.47% of their portfolio | 1.3m $50.7m | Reduced -169.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.3m $47.8m | Reduced -75.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.2m $46.1m | Added +23.0k |
| Jupiter Topco LLC 0.02% of their portfolio | 1.1m $43.5m | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 1.1m $43.0m | Reduced -5.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $42.3m | Added +19.4k |
| GW&K Investment Management, LLC 0.32% of their portfolio | 1.1m $41.4m | Reduced -39.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.0m $39.1m | Added +25.4k |
| Legal & General Group Plc 0.01% of their portfolio | 956.2k $36.4m | Reduced -83.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio | 879.1k $33.5m | Added +71.1k |
| Gotham Asset Management, LLC 0.07% of their portfolio | 845.2k $32.2m | Added +60.5k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.22% of their portfolio | 762.9k $29.0m | Reduced -159.4k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 761.5k $29.0m | Added +613.7k |
| Boston Partners 0.02% of their portfolio | 722.0k $27.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 721.8k $27.5m | Reduced -449.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 700.0k $26.6m | Added +321.8k |
| ProShare Advisors LLC 0.04% of their portfolio | 676.1k $25.7m | Reduced -16.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 636.0k $24.2m | Reduced -23.2k |
| Heitman Real Estate Securities LLC 1.47% of their portfolio | 603.2k $23.0m | Reduced -82.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 595.5k $22.7m | Added +89.5k |
| MILLER HOWARD INVESTMENTS INC /NY 0.59% of their portfolio | 586.9k $22.3m | Reduced -103 |
| State of Tennessee, Department of Treasury 0.06% of their portfolio | 528.3k $20.1m | Added +8.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 527.7k $20.1m | Added +4.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 506.9k $19.3m | Added +49.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 505.5k $19.2m | Added +346.7k |
| Pacific Heights Asset Management LLC 0.60% of their portfolio | 500.0k $19.0m | Unchanged |
| MetLife Investment Management, LLC 0.09% of their portfolio | 497.7k $18.9m | Added +98.8k |
| Aristotle Capital Boston, LLC 1.23% of their portfolio | 482.6k $18.4m | Reduced -95.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 460.0k $17.5m | Added +19.9k |
| APG Asset Management US Inc. 0.12% of their portfolio | 452.1k $17.3m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 434.1k $16.5m | Added +7.6k |
| Leeward Investments, LLC - MA 0.74% of their portfolio | 429.2k $16.3m | Reduced -9.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 427.3k $16.3m | Added +1.8k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 423.9k $16.1m | Added +7.1k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 422.9k $16.1m | Added +18.2k |
| UBS Group AG 0.00% of their portfolio | 421.4k $16.0m | Reduced -49.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 416.9k $16.4m | Added +36.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 410.2k $15.6m | Added +72.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 404.3k $15.4m | Added +18.7k |
| Swiss National Bank 0.01% of their portfolio | 383.7k $14.6m | Added +14.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 354.4k $13.5m | Added +205.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 336.2k $12.8m | Reduced -16.5k |
| BOKF, NA 0.17% of their portfolio | 333.5k $12.7m | Reduced -5.3k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 332.5k $12.7m | Reduced -12.8k |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 324.8k $12.4m | Reduced -536 |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 316.8k $12.1m | Added +14.7k |
| Susquehanna Portfolio Strategies, LLC 0.19% of their portfolio | 312.7k $11.9m | Unchanged |
| Crestwood Advisors Group, LLC 0.16% of their portfolio | 280.9k $10.7m | Reduced -11.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 280.1k $10.7m | Added +4.3k |
| BESSEMER GROUP INC 0.01% of their portfolio | 278.3k $10.6m | Reduced -456.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 264.4k $10.1m | Reduced -90.8k |
| CITIGROUP INC 0.00% of their portfolio | 255.2k $9.7m | Reduced -46.7k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 249.5k $9.5m | Added +58.6k |
| CONGRESS ASSET MANAGEMENT CO 0.06% of their portfolio | 245.1k $9.3m | Added +2.7k |
| HRT FINANCIAL LP 0.02% of their portfolio | 244.6k $9.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 231.7k $8.8m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 228.5k $8.8m | Reduced -7.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 221.0k $8.4m | Reduced -569 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.13% of their portfolio | 210.8k $8.0m | Reduced -19.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 207.2k $7.9m | Reduced -12.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 205.1k $7.8m | Reduced -3.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 203.9k $7.8m | Reduced -522.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 200.3k $7.6m | Reduced -12.1k |
| Retirement Systems of Alabama 0.02% of their portfolio | 197.8k $7.5m | Reduced -36.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 188.6k $7.2m | Added +55.9k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 187.5k $7.1m | Unchanged |
| CRAWFORD INVESTMENT COUNSEL INC 0.12% of their portfolio | 185.8k $7.1m | Reduced -3.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 174.4k $6.6m | Added +7.2k |
| Vanguard Investments Australia, Ltd. 0.02% of their portfolio | 173.8k $6.6m | Added +3.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 168.5k $6.4m | Added +5.9k |
| COMMERCE BANK 0.03% of their portfolio | 168.3k $6.4m | Reduced -4.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 163.8k $6.2m | Added +9.4k |
| LPL Financial LLC 0.00% of their portfolio | 162.7k $6.2m | Added +23.5k |
| OPPENHEIMER & CO INC 0.06% of their portfolio | 156.7k $6.0m | Reduced -1.8k |
| Man Group plc 0.01% of their portfolio | 151.7k $5.8m | Added +70.2k |