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Beacon Pointe Advisors’s STAG Industrial STAG Stock Holding History

Beacon Pointe Advisors’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 		$459K Buy
12,062
+6,095
+102% +$233K ﹤0.01% 1376
2026
Q1 		$215K Sell
5,967
-488
-8% -$18.5K ﹤0.01% 1697
2025
Q4 		$237K Buy
+6,455
New +$245K ﹤0.01% 1364
2024
Q2 		– Sell
-5,441
Closed -$209K – 1376
2024
Q1 		$209K Buy
5,441
+71
+1% +$2.69K ﹤0.01% 1251
2023
Q4 		$211K Sell
5,370
-553
-9% -$19.6K ﹤0.01% 1204
2023
Q3 		$204K Buy
5,923
+187
+3% +$6.79K ﹤0.01% 1226
2023
Q2 		$206K Sell
5,736
-1,381
-19% -$47.7K ﹤0.01% 1004
2023
Q1 		$241K Buy
7,117
+187
+3% +$6.38K ﹤0.01% 1005
2022
Q4 		$224K Buy
+6,930
New +$217K ﹤0.01% 956
2022
Q2 		– Sell
-6,177
Closed -$255K – 1205
2022
Q1 		$255K Buy
+6,177
New +$255K ﹤0.01% 1037

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Pointe Advisors's STAG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its STAG Industrial (STAG) stake by 102% in Q2 2026, buying an estimated $233K and bringing the position to 12,062 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Beacon Pointe Advisors first reported a position in STAG in Q1 2022 and has held it in 10 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Beacon Pointe Advisors held 12,062 shares of STAG Industrial worth $459K as of Q2 2026.
  • Beacon Pointe Advisors bought 6,095 STAG Industrial shares in Q2 2026, an estimated $233K.
  • STAG Industrial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1376 holding.
  • Beacon Pointe Advisors first reported a position in STAG Industrial in Q1 2022 and has held it in 10 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.