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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
S
401
SignatureFD
Georgia
$71.2K +$181 +5 +0.2%
AssetMark Inc
402
AssetMark Inc
California
$63.5K +$944 +26 +1%
LJHT
403
Laurie J. Hall Trustee
$60K
CWC
404
Carolinas Wealth Consulting
North Carolina
$58.7K -$97.2K -2,677 -60%
AAP
405
Arax Advisory Partners
Colorado
$56.8K
GGI
406
Godsey & Gibb Inc
Virginia
$50K
AF
407
Allworth Financial
California
$46.7K +$254 +7 +0.5%
EBA
408
Eagle Bay Advisors
New York
$46.4K +$9.33K +257 +24%
CWM
409
Cedar Wealth Management
California
$44.9K
RA
410
Rational Advisors
New York
$41.5K +$43.7K +1,204 New
GWM
411
Geneos Wealth Management
Colorado
$40.9K
IFAM
412
Institutional & Family Asset Management
Colorado
$39K
AAG
413
Armstrong Advisory Group
Massachusetts
$38.6K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$38.2K -$38.7K -1,066 -49%
SIS
415
Sound Income Strategies
Florida
$34.7K
CIA
416
Cape Investment Advisory
Georgia
$34.5K
HPC
417
HM Payson & Co
Maine
$34.5K
IA
418
IFP Advisors
Florida
$33.9K -$15.1K -417 -30%
FWM
419
Focused Wealth Management
New York
$32.2K +$218 +6 +0.6%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$31.2K +$18K +496 +121%
QCG
421
Quadrant Capital Group
Ohio
$30.5K +$16.9K +466 +112%
WWM
422
Wolff Wiese Magana
California
$30.4K
CCP
423
Carmel Capital Partners
California
$27.5K +$3.48K +96 +14%
AWM
424
AllSquare Wealth Management
New York
$27.4K
PA
425
Parallel Advisors
California
$26.1K -$19.9K -547 -42%

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.