Bartlett & Co Wealth Management’s STAG Industrial STAG Stock Holding History

Bartlett & Co 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 Q4	–	Sell	-175	Closed	-$6.2K	–	1265
2025 Q3	$6.2K	Hold	175	–	–	﹤0.01%	980
2025 Q2	$6.37K	Hold	175	–	–	﹤0.01%	967
2025 Q1	$6.34K	Hold	175	–	–	﹤0.01%	961
2024 Q4	$5.94K	Hold	175	–	–	﹤0.01%	954
2024 Q3	$6.86K	Sell	175 -4,200	-96%	-$165K	﹤0.01%	948
2024 Q2	$158K	Sell	4,375 -1,000	-19%	-$35.6K	﹤0.01%	466
2024 Q1	$207K	Hold	5,375	–	–	﹤0.01%	447
2023 Q4	$213K	Hold	5,375	–	–	﹤0.01%	463
2023 Q3	$186K	Sell	5,375 -3,000	-36%	-$109K	﹤0.01%	456
2023 Q2	$302K	Buy	+8,375	New	+$289K	0.01%	401

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

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

AllianceBernstein

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

EARNEST Partners

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

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