STAGNYSEReal Estate Investment TrustsFiscal year ends December 31
STAG Industrial, Inc.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$35.83+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $6.85B
- P/E (TTM)
- 27.8
- Dividend yield
- 4.16%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.8%
181M of 193M shares
Institutional holders
547
59 new, 39 sold out
Net institutional buying
12M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $5.86M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 21,749,644 | – | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 16,860,282 | 8.81% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 13,706,087 | 7.30% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Capital Management | 10,153,883 | 5.31% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STAG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 28,826,227 | 14.95% | $1.10B | +183,438 | 0.02% |
| Vanguard Portfolio Management LLC | 17,183,678 | 8.91% | $654.01M | +345,977 | 0.03% |
| FMR LLC | 12,657,464 | 6.56% | $481.74M | −1,587,645 | 0.02% |
| State Street Corp | 9,180,417 | 4.76% | $352.90M | +11,915 | 0.01% |
| Vanguard Capital Management LLC | 8,653,439 | 4.49% | $329.35M | +80,229 | 0.01% |
| Norges Bank | 8,006,493 | 4.15% | $304.73M | New | 0.03% |
| Nuveen, LLC | 4,437,132 | 2.30% | $168.88M | +389,258 | 0.04% |
| Geode Capital Management, LLC | 4,082,274 | 2.12% | $155.41M | +80,878 | 0.01% |
| Charles Schwab Investment Management Inc | 3,746,095 | 1.94% | $142.58M | +126,995 | 0.02% |
| Alliancebernstein L.P. | 3,680,503 | 1.91% | $132.72M | +82,814 | 0.04% |
| JPMorgan Chase & Co | 3,561,060 | 1.85% | $139.80M | +779,969 | 0.01% |
| Earnest Partners LLC | 3,309,674 | 1.72% | $125.97M | −98,999 | 0.45% |
| Dimensional Fund Advisors LP | 2,979,868 | 1.55% | $113.42M | −3,363 | 0.02% |
| Northern Trust Corp | 2,689,981 | 1.40% | $102.38M | +786,869 | 0.01% |
| Cbre Investment Management Listed Real Assets LLC | 2,640,424 | 1.37% | $100.49M | −530,195 | 1.40% |
| Boston Trust Walden Corp | 2,440,479 | 1.27% | $92.88M | −109,508 | 0.71% |
| Goldman Sachs Group Inc | 2,335,358 | 1.21% | $88.88M | +1,811,916 | 0.01% |
| Channing Capital Management, LLC | 2,188,052 | 1.13% | $83.28M | −62,800 | 1.92% |
| Two Sigma Investments, LP | 1,982,841 | 1.03% | $75.47M | +290,532 | 0.05% |
| Raymond James Financial Inc | 1,980,582 | 1.03% | $75.38M | +17,652 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 547 | 181M | 93.8% | 59 / 224 | 166 / 39 | 20M | 8M |
| Q1 2026 | 535 | 170M | 88.2% | 55 / 214 | 178 / 57 | 39M | 17M |
| Q4 2025 | 544 | 174M | 90.1% | 82 / 193 | 183 / 45 | 19M | 9M |
| Q3 2025 | 525 | 166M | 85.9% | 65 / 186 | 183 / 54 | 10M | 18M |
| Q2 2025 | 521 | 174M | 90.1% | 53 / 217 | 179 / 47 | 17M | 11M |
| Q1 2025 | 519 | 169M | 87.5% | 60 / 227 | 162 / 57 | 23M | 12M |
| Q4 2024 | 520 | 162M | 84.2% | 70 / 198 | 176 / 59 | 13M | 11M |
| Q3 2024 | 517 | 162M | 84.1% | 51 / 170 | 210 / 52 | 33M | 9M |
| Q2 2024 | 522 | 161M | 83.3% | 70 / 171 | 198 / 44 | 9M | 14M |
| Q1 2024 | 502 | 166M | 86.2% | 42 / 189 | 178 / 52 | 11M | 9M |
| Q4 2023 | 515 | 164M | 85.1% | 74 / 189 | 171 / 44 | 17M | 11M |
| Q3 2023 | 491 | 158M | 81.9% | 46 / 183 | 176 / 47 | 8M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STAG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 7,272,247 | 3.77% | $278.24M | 0.38% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 6,537,218 | 3.39% | $248.81M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,074,826 | 3.15% | $231.21M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,386,598 | 2.28% | $166.95M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,777,780 | 1.44% | $105.72M | 0.16% | Jun 30, 2026 |
| Fidelity Real Estate Investment Portfolio | 2,219,745 | 1.15% | $84.93M | 2.49% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 2,192,762 | 1.14% | $83.46M | 0.09% | Jun 30, 2026 |
| Fidelity SAI Real Estate Fund | 2,076,894 | 1.08% | $79.46M | 2.48% | Jul 31, 2026 |
| BlackRock Equity Dividend Fund | 2,034,799 | 1.06% | $77.85M | 0.38% | Jul 31, 2026 |
| Carillon Scout Mid Cap Fund | 1,416,781 | 0.73% | $53.92M | 1.26% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 1,351,550 | 0.70% | $51.18M | 0.51% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,276,274 | 0.66% | $48.83M | 0.45% | Jul 31, 2026 |
| Fidelity Low-Priced Stock Fund | 1,147,633 | 0.60% | $43.91M | 0.18% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 1,118,042 | 0.58% | $42.55M | 0.03% | Jun 30, 2026 |
| Dfa Real Estate Securities Portfolio | 993,049 | 0.52% | $37.99M | 0.53% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William R. Crooker | CEO AND PRESIDENT, Director | 93,732 | 0.05% | Feb 23, 2026 |
| Matts Pinard | EVP, CFO AND TREASURER | 26,193 | 0.01% | Feb 23, 2026 |
| Jeffrey M. Sullivan | EVP, GC AND SECRETARY | 19,650 | 0.01% | Jan 12, 2026 |
| Jaclyn Paul | CHIEF ACCOUNTING OFFICER | 10,916 | 0.01% | Jan 12, 2026 |
| Michael Chase | EVP AND CIO | 9,422 | 0.00% | Jan 12, 2026 |
| Steven T. Kimball | EVP | – | – | Jan 12, 2026 |
| Larry T. Guillemette | Director | 42,424 | 0.02% | Jul 16, 2026 |
| Virgis Colbert | Director | 5,067 | 0.00% | Jul 16, 2026 |
| Michelle Dilley | Director | 14,553 | 0.01% | Jul 16, 2026 |
| Benjamin S. Butcher | Director | 9,305 | 0.00% | Jul 16, 2026 |
| Francis X. Jacoby III | Director | 36,225 | 0.02% | Jul 16, 2026 |
| Jeffrey D. Furber | Director | 55,544 | 0.03% | Jul 16, 2026 |
| Vicki Lundy Wilbon | Director | 3,581 | 0.00% | Jul 16, 2026 |
| Christopher P. Marr | Director | 28,869 | 0.01% | Jul 16, 2026 |
| Jit Kee Chin | Director | 11,633 | 0.01% | Jul 16, 2026 |
| Hans S. Weger | Director | 44,239 | 0.02% | Jul 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Benjamin S. Butcher Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 9,305 |
| Francis X. Jacoby III Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 34,225 |
| Virgis Colbert Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 5,067 |
| Larry T. Guillemette Director | Jul 15, 2026 | Award | +899 | $38.89 | $34.96K | 42,424 |
| Christopher P. Marr Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 8,717 |
| Hans S. Weger Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 12,033 |
| Jit Kee Chin Director | Jul 15, 2026 | Award | +578 | $38.89 | $22.48K | 11,633 |
| Vicki Lundy Wilbon Director | Jul 15, 2026 | Award | +417 | $38.89 | $16.22K | 3,581 |
| Jeffrey D. Furber Director | Jul 15, 2026 | Award | +546 | $38.89 | $21.23K | 55,544 |
| Michelle Dilley Director | Jul 15, 2026 | Award | +530 | $38.89 | $20.61K | 14,553 |
| Virgis Colbert Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 4,650 |
| Jit Kee Chin Director | Apr 15, 2026 | Award | +610 | $36.86 | $22.48K | 11,055 |
| Michelle Dilley Director | Apr 15, 2026 | Award | +559 | $36.86 | $20.60K | 14,023 |
| Christopher P. Marr Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 8,300 |
| Larry T. Guillemette Director | Apr 15, 2026 | Award | +949 | $36.86 | $34.98K | 41,525 |
| Vicki Lundy Wilbon Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 3,164 |
| Benjamin S. Butcher Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 8,888 |
| Jeffrey D. Furber Director | Apr 15, 2026 | Award | +576 | $36.86 | $21.23K | 54,998 |
| Francis X. Jacoby III Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 33,808 |
| Hans S. Weger Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 11,616 |
| Virgis Colbert Director | Apr 15, 2026 | Award | +440 | $36.86 | $16.22K | 4,650 |
| Benjamin S. Butcher Director | Mar 4, 2026 | Conversion | +30,000 | – | – | 38,448 |
| Benjamin S. Butcher Director | Mar 4, 2026 | Returned to company | −30,000 | $39.25 | $1.18M | 8,448 |
| Matts Pinard EVP, CFO AND TREASURER | Feb 23, 2026 | Conversion | +25,242 | – | – | 26,193 |
| Matts Pinard EVP, CFO AND TREASURER | Feb 23, 2026 | Sale | −25,242 | $39.18 | $988.98K | 951 |
| William R. Crooker CEO AND PRESIDENT, Director | Feb 23, 2026 | Conversion | +93,732 | – | – | 93,732 |
| William R. Crooker CEO AND PRESIDENT, Director | Feb 23, 2026 | Sale | −93,732 | $39.17 | $3.67M | 0 |
| Virgis Colbert Director | Feb 19, 2026 | Sale | −9,680 | $38.06 | $368.42K | 4,210 |
| Virgis Colbert Director | Feb 19, 2026 | Sale | −8,320 | $38.11 | $317.08K | 13,890 |
| Virgis Colbert Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 22,171 |
| Jit Kee Chin Director | Jan 15, 2026 | Award | +602 | $37.36 | $22.49K | 10,445 |
| Michelle Dilley Director | Jan 15, 2026 | Award | +552 | $37.36 | $20.62K | 13,464 |
| Hans S. Weger Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 11,176 |
| Larry T. Guillemette Director | Jan 15, 2026 | Award | +936 | $37.36 | $34.97K | 40,576 |
| Vicki Lundy Wilbon Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 2,724 |
| Benjamin S. Butcher Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 33,448 |
| Francis X. Jacoby III Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 33,368 |
| Jeffrey D. Furber Director | Jan 15, 2026 | Award | +568 | $37.36 | $21.22K | 54,422 |
| Christopher P. Marr Director | Jan 15, 2026 | Award | +434 | $37.36 | $16.21K | 7,860 |
| Benjamin S. Butcher Director | Nov 18, 2025 | Returned to company | −8,448 | $38.45 | $324.83K | 33,014 |
| Benjamin S. Butcher Director | Nov 17, 2025 | Returned to company | −16,552 | $38.52 | $637.58K | 41,462 |
| Benjamin S. Butcher Director | Nov 17, 2025 | Conversion | +50,000 | – | – | 58,014 |
| Benjamin S. Butcher Director | Nov 17, 2025 | Gift | −25,000 | – | – | 8,014 |
| Michael Chase EVP AND CIO | Nov 5, 2025 | Sale | −13,144 | $38.75 | $509.33K | 9,422 |
| Michael Chase EVP AND CIO | Nov 5, 2025 | Conversion | +13,144 | – | – | 22,566 |
| Benjamin S. Butcher Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 8,014 |
| Hans S. Weger Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 10,742 |
| Virgis Colbert Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 21,737 |
| Christopher P. Marr Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 7,426 |
| Jeffrey D. Furber Director | Oct 15, 2025 | Award | +591 | $35.93 | $21.23K | 53,854 |
| Vicki Lundy Wilbon Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 2,290 |
| Francis X. Jacoby III Director | Oct 15, 2025 | Award | +452 | $35.93 | $16.24K | 32,934 |
| Michelle Dilley Director | Oct 15, 2025 | Award | +574 | $35.93 | $20.62K | 12,912 |
| Larry T. Guillemette Director | Oct 15, 2025 | Award | +974 | $35.93 | $35.00K | 39,640 |
| Jit Kee Chin Director | Oct 15, 2025 | Award | +626 | $35.93 | $22.49K | 9,843 |
| Larry T. Guillemette Director | Sep 23, 2025 | Sale | −2,004 | $35.20 | $70.54K | 38,666 |
| Benjamin S. Butcher Director | Sep 5, 2025 | Sale | −25,000 | $36.91 | $922.75K | 7,562 |
| Benjamin S. Butcher Director | Sep 5, 2025 | Conversion | +25,000 | – | – | 32,562 |
| Virgis Colbert Director | Jul 15, 2025 | Award | +447 | $36.31 | $16.23K | 21,285 |
| Larry T. Guillemette Director | Jul 15, 2025 | Award | +963 | $36.31 | $34.97K | 40,670 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| S. Butcher Benjamin Director | Mar 4, 2026 | 30,000 | $1.19M | Mar 4, 2026 | OP unit redemption |
| R. Crooker William Officer, Director | Feb 23, 2026 | 93,732 | $3.71M | Feb 23, 2026 | OP unit redemption |
| S. Pinard Matts Officer | Feb 23, 2026 | 25,242 | $997.82K | Feb 23, 2026 | OP unit redemption |
| Colbert Virgis Director | Feb 18, 2026 | 18,000 | $690.84K | Feb 19, 2026 | Compensation for Past Services |
| S. Butcher Benjamin Director | Nov 17, 2025 | 50,000 | $1.92M | Nov 17, 2025 | OP unit redemption |
| C. Chase Michael Officer | Nov 5, 2025 | 13,144 | $506.83K | Nov 5, 2025 | OP unit redemption |
| T. Guillemette Larry Director | Sep 23, 2025 | 2,004 | $69.92K | Sep 23, 2025 | Compensation for Past Services |
| S. Butcher Benjamin Director | Sep 4, 2025 | 25,000 | $912.25K | Sep 4, 2025 | OP unit redemption |
| S. Butcher Benjamin Director | Jun 6, 2025 | 28,843 | $1.04M | Jun 6, 2025 | OP unit redemption |
| Benjamin S. Butcher Director | May 13, 2025 | 3,000 | $106.62K | May 13, 2025 | Open Market Purchase |
| T. Guillemette Larry Director | Mar 5, 2025 | 6,000 | $216.12K | Mar 5, 2025 | Compensation for Past Services |
| S. Butcher Benjamin Director | Feb 18, 2025 | 50,000 | $1.75M | Feb 18, 2025 | OP unit redemption |
| S. Butcher Benjamin Director | Sep 12, 2024 | 50,000 | $1.96M | Sep 12, 2024 | OP unit redemption |
| S. Butcher Benjamin Director | Aug 1, 2024 | 34,000 | $1.39M | Aug 1, 2024 | OP unit redemption |
| S. Butcher Benjamin Director | Jun 6, 2024 | 30,000 | $1.04M | Jun 6, 2024 | OP unit redemption |