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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
DWM
326
Dakota Wealth Management
Florida
$305K -$4.1K -113 -1%
API
327
Advisor Partners II
California
$304K +$320K +8,819 New
RA
328
RFG Advisory
Alabama
$303K -$6.57K -181 -2%
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$298K +$399 +11 +0.1%
VPIM
330
Vanguard Personalized Indexing Management
California
$296K +$66.9K +1,842 +27%
BEI
331
Benjamin Edwards Inc
Missouri
$294K -$8.09K -223 -3%
PFA
332
Peak Financial Advisors
Colorado
$293K +$80.9K +2,230 +36%
VCA
333
Verdence Capital Advisors
Maryland
$289K +$15K +414 +5%
HPG
334
Harvest Portfolios Group
Ontario, Canada
$289K -$86.7K -2,389 -22%
SCM
335
Shelton Capital Management
Colorado
$287K -$25.3K -697 -8%
IF
336
Insight Folios
North Carolina
$285K -$8.06K -222 -3%
MYIA
337
Mount Yale Investment Advisors
Colorado
$285K -$6.93K -191 -2%
CG
338
Caprock Group
Idaho
$281K +$726 +20 +0.2%
AWS
339
Atria Wealth Solutions
New York
$281K +$17.8K +491 +6%
Baird Financial Group
340
Baird Financial Group
Wisconsin
$279K -$19.8K -546 -6%
PAS
341
Park Avenue Securities
New York
$278K +$293K +8,059 New
NYLIM
342
New York Life Investment Management
New York
$276K +$3.3K +91 +1%
FA
343
FDx Advisors
Illinois
$276K +$14K +387 +5%
IAA
344
Independent Advisor Alliance
North Carolina
$270K -$8.13K -224 -3%
Acadian Asset Management
345
Acadian Asset Management
Massachusetts
$268K +$282K +7,782 New
SIMG
346
Sonora Investment Management Group
Arizona
$268K -$9.95K -274 -3%
Wellington Management Group
347
Wellington Management Group
Massachusetts
$268K -$5.26K -145 -2%
TA
348
Tectonic Advisors
Texas
$267K +$281K +7,747 New
QCM
349
Quantinno Capital Management
New York
$256K +$54.5K +1,501 +25%
CA
350
Carson Advisory
Georgia
$255K

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.