Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STAG INDUSTRIAL INC (STAG)

511 + Investors. Track Smart Money conviction in STAG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — STAG

Based on 507 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added STAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
507 hedge funds hold STAG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

265 buying224 selling
Last quarter: 265 funds bought or added vs 224 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new STAG position: 60 → 48 → 61 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
334 out of 507 hedge funds have held STAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

65 → 60 → 48 → 61 → 83 new funds/Q
New funds entering each quarter: 60 → 48 → 61 → 83. A growing number of institutions are discovering STAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 511 current holders: 353 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
41 of 507 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in STAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: STAG

How many hedge funds hold STAG — quarterly history vs. share price
Quarterly hedge fund ownership of STAG vs. share price

Market Analysis: STAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STAG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 0 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: STAG
2026 Q1 Stats Unlock in 19 days 511 + Investors

Track Smart Money conviction in STAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 511 487 4.93%
13F Shares 169M 158M 6.58%
Total Value $6.24B $5.58B 11.67%
New Positions 84 61 +23
Increased Positions 186 187 -1
Closed Positions 57 64 -7
Reduced Positions 177 176 +1
Total Calls 5 5 -
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.2 0.8 Bullish

Statistics: STAG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

511 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STAG. Verified SEC 13F-HR filings.

Top 25 institutional holders of STAG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1.81% 93,995 $3.4M
2 DELPHI MANAGEMENT INC /MA/ 1.35% 31,282 $1K
3 Aegis Wealth Management, Inc. 1.23% 43,372 $1.6M
4 Pensionfund Sabic 1.19% 27,363 —
5 Eliot Finkel Investment Counsel, LLC 1.16% 59,190 $2.1M
6 Pensionfund PDN 1.12% 53,880 $2K
7 Vert Asset Management LLC 1.10% 95,788 $3.5M
8 Leeward Investments, LLC - MA 0.78% 438,312 $15.8M
9 Boston Trust Walden Corp 0.76% 2,549,987 $92.0M
10 MQS Management LLC 0.65% 26,822 $967K
11 J.M. Arbour, LLC 0.60% 17,279 $623K
12 Stolper Co 0.59% 58,133 $2K
13 MILLER HOWARD INVESTMENTS INC /NY 0.58% 586,985 $21.2M
14 Sage Capital Management, LLC 0.35% 20,718 $747K
15 Values First Advisors, Inc. 0.31% 16,248 $586K
16 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.28% 38,950 $1.4M
17 Collaborative Fund Advisors, LLC 0.26% 11,597 $418K
18 JEPPSON WEALTH MANAGEMENT, LLC 0.25% 22,134 $798K
19 TICINO WEALTH 0.25% 19,156 $715K
20 PEAK FINANCIAL ADVISORS LLC 0.21% 13,329 $481K
21 Avantra Family Wealth, Inc. 0.20% 7,379 $266K
22 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.16% 808,007 $29.1M
23 Drucker Wealth 3.0, LLC 0.16% 25,202 $909K
24 WEDGE CAPITAL MANAGEMENT L L P/NC 0.15% 229,795 $8.3M
25 BCO Wealth Management LLC 0.13% 6,200 $224K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STAG INDUSTRIAL INC (STAG)

What does the Smart Money Trend signal show for STAG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added STAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STAG?

Slight buying edge — 54% buying: Last quarter: 265 funds bought or added vs 224 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STAG holders?

Elite ownership — 54% AUM from top-100 funds: 41 of 507 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in STAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STAG?

66% of holders stayed for 2+ years: 334 out of 507 hedge funds have held STAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.