SEC 13F Intelligence

Gillson Capital LP / STAG

Gillson Capital LP’s Stag Industrial Inc Position

Does Gillson Capital LP own Stag Industrial Inc (STAG)? Not currently — the last reported position was 367.3K shares worth $13M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q2 2025
Shares
367.3K
% of Portfolio
+1.02%
Quarters Held
9
position exited

Position History STAG

Reported value by quarter
Q1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $8MQ3 ’20Q4 ’20: $8MQ1 ’23: $4MQ1 ’23Q3 ’23: $15MQ4 ’23: $12MQ4 ’23Q2 ’24: $2MQ2 ’25: $13MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025367.3K$13M+1.02%
Q2 202462.5K$2M+0.22%
Q4 2023296.6K$12M+1.23%
Q3 2023447.3K$15M+1.14%
Q1 2023104.6K$4M+0.29%
Q4 2020257.9K$8M+0.89%
Q3 2020258.6K$8M+1.15%
Q2 2020197.5K$6M+1.04%
Q1 2020242.5K$5M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of STAG.