Avantax Advisory Services’s STAG Industrial STAG Stock Holding History

Avantax Advisory Services’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 Q2	$288K	Buy	7,941 +324	+4%	+$11.2K	﹤0.01%	1938
2025 Q1	$275K	Buy	7,617 +507	+7%	+$17.7K	﹤0.01%	1892
2024 Q4	$240K	Sell	7,110 -1,193	-14%	-$43.7K	﹤0.01%	1935
2024 Q3	$325K	Sell	8,303 -4,897	-37%	-$192K	﹤0.01%	1694
2024 Q2	$476K	Buy	13,200 +2,944	+29%	+$105K	﹤0.01%	1395
2024 Q1	$394K	Sell	10,256 -255	-2%	-$9.66K	﹤0.01%	1158
2023 Q4	$413K	Buy	10,511 +1,114	+12%	+$39.5K	﹤0.01%	1076
2023 Q3	$324K	Buy	+9,397	New	+$341K	﹤0.01%	1155
2021 Q3	–	Sell	-6,328	Closed	-$239K	–	1225
2021 Q2	$239K	Buy	+6,328	New	+$231K	﹤0.01%	998

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

CIMLRA

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

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

Avantax Advisory Services's STAG Position: Q2 2025 in Review

Avantax Advisory Services increased its STAG Industrial (STAG) stake by 4.3% in Q2 2025, buying an estimated $11.2K and bringing the position to 7,941 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Avantax Advisory Services first reported a position in STAG in Q2 2021 and has held it in 9 quarters since. The position peaked at $476K in Q2 2024. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

Avantax Advisory Services held 7,941 shares of STAG Industrial worth $288K as of Q2 2025.
Avantax Advisory Services bought 324 STAG Industrial shares in Q2 2025, an estimated $11.2K.
STAG Industrial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1938 holding.
Avantax Advisory Services first reported a position in STAG Industrial in Q2 2021 and has held it in 9 quarters since.
Avantax Advisory Services's STAG Industrial position peaked at $476K in Q2 2024.
521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.