AFW
STAG icon

Avantra Family Wealth’s STAG Industrial STAG Stock Holding History

Avantra Family Wealth’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 		$370K Buy
9,719
+2,340
+32% +$89.4K 0.24% 124
2026
Q1 		$266K Buy
+7,379
New +$280K 0.2% 140

Other funds holding STAG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Avantra Family Wealth's STAG Position: Q2 2026 in Review

Avantra Family Wealth increased its STAG Industrial (STAG) stake by 32% in Q2 2026, buying an estimated $89.4K and bringing the position to 9,719 shares worth $370K. The position accounts for 0.24% of the portfolio, ranked #124.

Avantra Family Wealth first reported a position in STAG in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Avantra Family Wealth held 9,719 shares of STAG Industrial worth $370K as of Q2 2026.
  • Avantra Family Wealth bought 2,340 STAG Industrial shares in Q2 2026, an estimated $89.4K.
  • STAG Industrial made up 0.24% of Avantra Family Wealth's portfolio in Q2 2026, its #124 holding.
  • Avantra Family Wealth first reported a position in STAG Industrial in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.