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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AE Wealth Management's STAG Position: Q1 2026 in Review

AE Wealth Management increased its STAG Industrial (STAG) stake by 5.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 10,664 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

AE Wealth Management first reported a position in STAG in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2023. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • AE Wealth Management held 10,664 shares of STAG Industrial worth $385K as of Q1 2026.
  • AE Wealth Management bought 543 STAG Industrial shares in Q1 2026, an estimated $20.6K.
  • STAG Industrial made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1243 holding.
  • AE Wealth Management first reported a position in STAG Industrial in Q2 2019 and has held it in 19 quarters since.
  • AE Wealth Management's STAG Industrial position peaked at $2.14M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.