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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
CTC
451
Central Trust Company
Missouri
$7.94K +$8.35K +230 New
CA
452
Clearstead Advisors
Ohio
$7.25K +$7.62K +210 New
FA
453
Financial Avengers
California
$7.18K +$7.55K +208 New
WBC
454
West Branch Capital
Massachusetts
$7.11K
PPC
455
Park Place Capital
Alabama
$7.08K
CSPIA
456
Cary Street Partners Investment Advisory
Virginia
$6.9K +$7.26K +200 New
CB
457
Community Bank
New York
$6.9K
TCOV
458
Trust Company of Vermont
Vermont
$6.04K
TWM
459
Tradition Wealth Management
Minnesota
$6K +$73 +2 +1%
KFI
460
Key Financial Inc
Pennsylvania
$5.83K
LC
461
Lindbrook Capital
California
$5.8K +$508 +14 +9%
RDFA
462
Ritter Daniher Financial Advisory
Ohio
$5.18K +$5.44K +150 New
GEA
463
Glen Eagle Advisors
New Jersey
$5.09K
AWM
464
Avior Wealth Management
Nebraska
$4.49K
GWS
465
Glassman Wealth Services
Virginia
$4.45K
FHA
466
First Horizon Advisors
Tennessee
$4.11K
HI
467
Harbour Investments
Wisconsin
$3.85K -$17.8K -490 -82%
NRG
468
Nemes Rush Group
Michigan
$3.8K +$3.99K +110 New
RCM
469
Raleigh Capital Management
North Carolina
$3.29K
IUHSA
470
Itau Unibanco Holding S.A.
Brazil
$3.07K +$290 +8 +10%
CAL
471
Capital Advisors Ltd
Ohio
$3K
AW
472
Avion Wealth
Texas
$3K +$508 +14 +14%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$2.59K
PFBT
474
Parkside Financial Bank & Trust
Missouri
$2.45K +$2.58K +71 New
GWMIA
475
Global Wealth Management Investment Advisory
Florida
$2.07K

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.