Aventura Private Wealth’s STAG Industrial STAG Stock Holding History

Aventura Private 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	$1.14K	Hold	30	–	–	﹤0.01%	882
2026 Q1	$1.08K	Buy	+30	New	+$1.14K	﹤0.01%	793

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aventura Private Wealth's STAG Position: Q2 2026 in Review

Aventura Private Wealth held its STAG Industrial (STAG) position steady in Q2 2026 at 30 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Aventura Private Wealth first reported a position in STAG in Q1 2026 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Aventura Private Wealth held 30 shares of STAG Industrial worth $1.14K as of Q2 2026.
Aventura Private Wealth left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #882 holding.
Aventura Private Wealth first reported a position in STAG Industrial in Q1 2026 and has held it in 2 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.