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

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

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

Norges Bank Oslo, Norway $1T AUM

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Bartlett & Co Wealth Management's STAG Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 175 shares — an estimated $6.2K sold.

Bartlett & Co Wealth Management first reported a position in STAG in Q2 2023 and held it in 10 quarters. The position peaked at $302K in Q2 2023. 544 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 175 STAG Industrial shares in Q4 2025, an estimated $6.2K.
Bartlett & Co Wealth Management first reported a position in STAG Industrial in Q2 2023 and held it in 10 quarters.
Bartlett & Co Wealth Management's STAG Industrial position peaked at $302K in Q2 2023.
544 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.