| 4 | STATE STREET CORP | 9.2M | $352.9M | +0.1% | 4.759% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.7M | $329.3M | +0.9% | 4.486% | 0.01% |
| 6 | NORGES BANK | 8.0M | $304.7M | — | 4.150% | 0.03% |
| 7 | Nuveen, LLC | 4.4M | $168.9M | +9.6% | 2.300% | 0.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.1M | $155.4M | +2.0% | 2.116% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7M | $142.6M | +3.5% | 1.942% | 0.02% |
| 10 | JPMORGAN CHASE & CO | 3.6M | $139.8M | +28.1% | 1.846% | 0.01% |
| 11 | ALLIANCEBERNSTEIN L.P. | 3.7M | $132.7M | +2.3% | 1.908% | 0.04% |
| 12 | EARNEST PARTNERS LLC | 3.3M | $126.0M | -2.9% | 1.716% | 0.45% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $113.4M | -0.1% | 1.545% | 0.02% |
| 14 | NORTHERN TRUST CORP | 2.7M | $102.4M | +41.3% | 1.394% | 0.01% |
| 15 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2.6M | $100.5M | -16.7% | 1.369% | 1.40% |
| 16 | Boston Trust Walden Corp | 2.4M | $92.9M | -4.3% | 1.265% | 0.71% |
| 17 | GOLDMAN SACHS GROUP INC | 2.3M | $88.9M | +346.1% | 1.211% | 0.01% |
| 18 | Channing Capital Management, LLC | 2.2M | $83.3M | -2.8% | 1.134% | 1.92% |
| 19 | TWO SIGMA INVESTMENTS, LP | 2.0M | $75.5M | +17.2% | 1.028% | 0.05% |
| 20 | RAYMOND JAMES FINANCIAL INC | 2.0M | $75.4M | +0.9% | 1.027% | 0.02% |
| 21 | Bank of New York Mellon Corp | 1.5M | $58.8M | -3.0% | 0.801% | 0.01% |
| 22 | SEGALL BRYANT & HAMILL, LLC | 1.5M | $57.3M | +20.7% | 0.781% | 0.68% |
| 23 | BANK OF AMERICA CORP /DE/ | 1.4M | $55.2M | -3.4% | 0.752% | 0.00% |
| 24 | Woodline Partners LP | 1.4M | $55.0M | +21.8% | 0.749% | 0.17% |
| 25 | MORGAN STANLEY | 1.4M | $52.1M | +24.4% | 0.710% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in STAG — a direct measure of their conviction.
| 86.55% |
| 0.11 pp |
| $5.46B |
| +6.5% |
| Q4 2024 | 507 | +1.2% | 86.66% | 1.22 pp | $5.12B | 12% |
| Q3 2024 | 501 | — | 87.88% | — | $5.85B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
STAG institutional ownership rose by 4.97 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 57.0% of all reported 13F value in STAG, and the top 25 account for 75.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
STAG Industrial, Inc. (STAG) Institutional Ownership