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Vert Asset Management LLC: STAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vert Asset Management LLC on STAG, newest first. How the timeline and the estimate are built.

Vert Asset Management LLC held 97,307 STAG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,307 shares
    Change vs previous 13F +1,519 shares

    1.01% of the 13F portfolio, value $3,703,504.

    13F-HR 0001904664-26-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,788 shares
    Change vs previous 13F +7,813 shares

    1.1% of the 13F portfolio, value $3,454,115.

    13F-HR 0001904664-26-000002 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,975 shares
    Change vs previous 13F +5,048 shares

    1.08% of the 13F portfolio, value $3,233,961.

    13F-HR 0001904664-26-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 82,927 shares
    Change vs previous 13F +4,633 shares

    0.98% of the 13F portfolio, value $2,926,494.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,294 shares
    Change vs previous 13F -6,827 shares

    1.03% of the 13F portfolio, value $2,840,506.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,121 shares
    Change vs previous 13F +5,605 shares

    1.06% of the 13F portfolio, value $3,074,571.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 79,516 shares
    Change vs previous 13F +3,948 shares

    0.92% of the 13F portfolio, value $2,689,231.

    13F-HR 0001904664-25-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,568 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,953,953.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).