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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Beacon Pointe Advisors's STAG Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its STAG Industrial (STAG) stake by 7.6% in Q1 2026, selling an estimated $18.5K and leaving 5,967 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Beacon Pointe Advisors first reported a position in STAG in Q1 2022 and has held it in 9 quarters since. The position peaked at $255K in Q1 2022. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Beacon Pointe Advisors held 5,967 shares of STAG Industrial worth $215K as of Q1 2026.
  • Beacon Pointe Advisors sold 488 STAG Industrial shares in Q1 2026, an estimated $18.5K.
  • STAG Industrial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1697 holding.
  • Beacon Pointe Advisors first reported a position in STAG Industrial in Q1 2022 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's STAG Industrial position peaked at $255K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.