We are live on ! Find out more
STAG icon

STAG Industrial

491 hedge funds and large institutions have $5.44B invested in STAG Industrial in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 183 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $3.28M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 176

2% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 47

1% less funds holding

Funds holding: 497491 (-6)

2.26% less ownership

Funds ownership: 90%87.74% (-2.3%)

6% less capital invested

Capital invested by funds: $5.8B → $5.44B (-$355M)

Holders
491
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
7.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
46
Increased
183
Reduced
176
Closed
47
Calls
$8.3M
Puts
$3.28M
Net Calls
+$5.01M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Pinnacle Associates
New York
$366K +$73 +2 +0%
RIA
302
Realta Investment Advisors
Delaware
$364K
MGP
303
Metis Global Partners
California
$364K +$11.3K +311 +3%
EFG
304
Everhart Financial Group
Ohio
$362K +$30.9K +850 +9%
ECM
305
Evergreen Capital Management
Washington
$358K
OWA
306
Outlook Wealth Advisors
Texas
$357K +$9.15K +252 +2%
IA
307
IFG Advisory
Georgia
$350K +$2.5K +69 +0.7%
VWA
308
Visionary Wealth Advisors
Illinois
$348K -$29K -799 -7%
CIM
309
CIM Investment Management
Pennsylvania
$346K
OIA
310
Optimum Investment Advisors
Illinois
$342K
URS
311
Utah Retirement Systems
Utah
$338K +$3.63K +100 +1%
ProShare Advisors
312
ProShare Advisors
Maryland
$335K -$28.2K -776 -7%
AC
313
Anson Capital
Georgia
$327K +$102K +2,815 +42%
AAS
314
Avantax Advisory Services
Texas
$324K +$341K +9,397 New
HighTower Advisors
315
HighTower Advisors
Illinois
$323K -$38.8K -1,070 -10%
ST
316
Somerset Trust
Pennsylvania
$322K -$2.29K -63 -0.7%
T
317
TNF
Montana
$322K
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$321K -$313K -8,617 -48%
MML Investors Services
319
MML Investors Services
Massachusetts
$320K -$36.6K -1,009 -10%
CAM
320
Campion Asset Management
Virginia
$319K +$5.08K +140 +2%
CGH
321
Crossmark Global Holdings
Texas
$315K +$798 +22 +0.2%
RFA
322
Register Financial Advisors
Georgia
$313K +$254 +7 +0.1%
EGM
323
Engineers Gate Manager
New York
$311K -$418K -11,529 -56%
KA
324
Kovack Advisors
Florida
$310K -$13.7K -378 -4%
NB
325
Norinchukin Bank
Japan
$309K +$20.4K +562 +7%

STAG Hedge Fund Activity: Q3 2023 in Review

491 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAG Industrial (STAG) for Q3 2023, worth a combined $5.44B — down 6.1% from $5.8B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of STAG and 46 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 183 added.

The largest buyer was Heitman Real Estate Securities, adding an estimated $46M. The largest seller was Paralel Advisors, exiting entirely with an estimated $50.2M sold.

  • 491 institutional investors held STAG Industrial (STAG) as of Q3 2023, down from 497 in Q2 2023.
  • Funds reported $5.44B of STAG Industrial stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 46 funds opened new STAG Industrial positions in Q3 2023 and 47 closed out, a net change of -1 holder.
  • The largest STAG Industrial buyer in Q3 2023 was Heitman Real Estate Securities, an estimated $46M added.
  • The largest STAG Industrial seller in Q3 2023 was Paralel Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2023.