AllSquare Wealth Management’s STAG Industrial STAG Stock Holding History

AllSquare 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
2025 Q3	$37K	Hold	1,049	–	–	0.02%	261
2025 Q2	$38.1K	Hold	1,049	–	–	0.02%	251
2025 Q1	$37.9K	Buy	1,049 +255	+32%	+$8.89K	0.02%	242
2024 Q4	$26.9K	Hold	794	–	–	0.02%	274
2024 Q3	$31K	Hold	794	–	–	0.02%	261
2024 Q2	$28.6K	Hold	794	–	–	0.02%	266
2024 Q1	$30.5K	Hold	794	–	–	0.02%	258
2023 Q4	$31.2K	Hold	794	–	–	0.02%	259
2023 Q3	$27.4K	Hold	794	–	–	0.02%	266
2023 Q2	$27.3K	Buy	+794	New	+$27.4K	0.02%	273

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

AllSquare Wealth Management's STAG Position: Q3 2025 in Review

AllSquare Wealth Management held its STAG Industrial (STAG) position steady in Q3 2025 at 1,049 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #261.

AllSquare Wealth Management first reported a position in STAG in Q2 2023 and has held it in 10 quarters since. The position peaked at $38.1K in Q2 2025. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

AllSquare Wealth Management held 1,049 shares of STAG Industrial worth $37K as of Q3 2025.
AllSquare Wealth Management left its STAG Industrial share count unchanged in Q3 2025.
STAG Industrial made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #261 holding.
AllSquare Wealth Management first reported a position in STAG Industrial in Q2 2023 and has held it in 10 quarters since.
AllSquare Wealth Management's STAG Industrial position peaked at $38.1K in Q2 2025.
525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.