SPIRIT OF AMERICA MANAGEMENT CORP/NY STAG — STAG Industrial, Inc.

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  42 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported STAG Industrial, Inc. (STAG) in 42 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2024 Q3. The latest visible filing shows STAG at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in STAG Industrial, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STAG was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STAG stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held STAG — position size vs. price
% of Fund (quarterly)    STAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 37,200 -1,750 -4.5% 0.27% $1.4M 2026-07-14 $39.34
2026 Q1 UNCHANGED — — — 38,950 — 0% 0.28% $1.4M 2026-04-15 $38.07
2025 Q4 UNCHANGED — — — 38,950 — 0% 0.30% $1.4M 2026-01-15 $36.67
2025 Q3 REDUCED 7.2% +5.9% ❌ 38,950 -3,000 -7.2% 0.28% $1.4M 2025-10-15 $36.41
2025 Q2 UNCHANGED — — — 41,950 — 0% 0.32% $1.5M 2025-07-29 $34.32
2025 Q1 REDUCED — — — 41,950 -1,000 -2.3% 0.31% $1.5M 2025-04-21 $30.47
2024 Q4 REDUCED 6.5% +7.9% ❌ 42,950 -3,000 -6.5% 0.29% $1.5M 2025-01-27 $32.56
2024 Q3 UNCHANGED — — — 45,950 — 0% 0.36% $1.8M 2024-10-23 $35.38
2024 Q2 UNCHANGED — — — 45,950 — 0% 0.34% $1.7M 2024-07-25 $36.32
2024 Q1 UNCHANGED — — — 45,950 — 0% 0.36% $1.8M 2024-04-17 $31.76
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STAG

As of 2026 Q2 — sorted by position size

Bayhunt Capital LLC 5.78% Channing Capital Management, LLC 3Y 7Y 1.92% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 1.8% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 1.47% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.4% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.29% Aristotle Capital Boston, LLC 3Y 7Y 1.23% Sophron Capital Management L.P. 1.23% Pensionfund Sabic 3Y 7Y 1.11% Eliot Finkel Investment Counsel, LLC 3Y 7Y 1.07%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and STAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning STAG?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported STAG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported STAG position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for STAG was 0.36% in 2024 Q3.

What is the latest reported STAG position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 37,200 shares, equal to 0.27% of portfolio, with an estimated market value of $1.4M.

What does the chart on this STAG ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly STAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their STAG position?

Based on 13F filing dates vs. subsequent STAG price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on STAG relative to SPY over the holding period was -4.5%.

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