AWM
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AE Wealth Management’s STAG Industrial STAG Stock Holding History

AE Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
11,547
+883
+8% +$33.7K ﹤0.01% 1287
2026
Q1 		$385K Buy
10,664
+543
+5% +$20.6K ﹤0.01% 1243
2025
Q4 		$372K Buy
10,121
+45
+0.4% +$1.71K ﹤0.01% 1205
2025
Q3 		$356K Buy
10,076
+69
+0.7% +$2.46K ﹤0.01% 1111
2025
Q2 		$363K Sell
10,007
-736
-7% -$25.5K ﹤0.01% 1033
2025
Q1 		$388K Buy
+10,743
New +$375K ﹤0.01% 994
2024
Q1 		– Sell
-56,237
Closed -$2.14M – 1877
2023
Q4 		$2.14M Buy
56,237
+1,619
+3% +$57.5K 0.01% 882
2023
Q3 		$1.88M Buy
54,618
+16,735
+44% +$607K 0.01% 867
2023
Q2 		$1.36M Buy
37,883
+12,717
+51% +$440K 0.01% 972
2023
Q1 		$851K Buy
25,166
+2,562
+11% +$87.4K 0.01% 1108
2022
Q4 		$730K Buy
22,604
+2,833
+14% +$88.7K 0.01% 1121
2022
Q3 		$562K Sell
19,771
-2,741
-12% -$86.4K ﹤0.01% 1194
2022
Q2 		$695K Buy
22,512
+391
+2% +$13.9K 0.01% 1036
2022
Q1 		$915K Sell
22,121
-5,358
-19% -$221K 0.01% 948
2021
Q4 		$1.32M Sell
27,479
-5,380
-16% -$234K 0.01% 837
2021
Q3 		$1.29M Sell
32,859
-2,666
-8% -$109K 0.01% 791
2021
Q2 		$1.33M Buy
35,525
+28,019
+373% +$1.02M 0.01% 746
2021
Q1 		$252K Buy
7,506
+651
+9% +$20.8K ﹤0.01% 1319
2020
Q4 		$215K Buy
+6,855
New +$214K ﹤0.01% 1263
2019
Q3 		– Sell
-9,275
Closed -$280K – 1064
2019
Q2 		$280K Buy
+9,275
New +$276K 0.01% 780

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AE Wealth Management's STAG Position: Q2 2026 in Review

AE Wealth Management increased its STAG Industrial (STAG) stake by 8.3% in Q2 2026, buying an estimated $33.7K and bringing the position to 11,547 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

AE Wealth Management first reported a position in STAG in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2023. 550 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • AE Wealth Management held 11,547 shares of STAG Industrial worth $440K as of Q2 2026.
  • AE Wealth Management bought 883 STAG Industrial shares in Q2 2026, an estimated $33.7K.
  • STAG Industrial made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1287 holding.
  • AE Wealth Management first reported a position in STAG Industrial in Q2 2019 and has held it in 20 quarters since.
  • AE Wealth Management's STAG Industrial position peaked at $2.14M in Q4 2023.
  • 550 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.