Beaumont Financial Advisors’s STAG Industrial STAG Stock Holding History

Beaumont Financial 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
2025 Q4	–	Sell	-7,000	Closed	-$247K	–	406
2025 Q3	$247K	Hold	7,000	–	–	0.02%	354
2025 Q2	$254K	Sell	7,000 -24	-0.3%	-$830	0.02%	328
2025 Q1	$254K	Buy	7,024 +24	+0.3%	+$837	0.02%	316
2024 Q4	$237K	Hold	7,000	–	–	0.02%	331
2024 Q3	$274K	Hold	7,000	–	–	0.02%	285
2024 Q2	$252K	Hold	7,000	–	–	0.02%	299
2024 Q1	$269K	Hold	7,000	–	–	0.02%	295
2023 Q4	$275K	Hold	7,000	–	–	0.03%	279
2023 Q3	$242K	Hold	7,000	–	–	0.02%	282
2023 Q2	$251K	Hold	7,000	–	–	0.02%	293
2023 Q1	$237K	Hold	7,000	–	–	0.02%	282
2022 Q4	$226K	Buy	+7,000	New	+$219K	0.02%	291
2022 Q3	–	Sell	-7,000	Closed	-$216K	–	324
2022 Q2	$216K	Hold	7,000	–	–	0.02%	284
2022 Q1	$289K	Hold	7,000	–	–	0.02%	285
2021 Q4	$336K	Hold	7,000	–	–	0.02%	262
2021 Q3	$275K	Hold	7,000	–	–	0.02%	285
2021 Q2	$262K	Hold	7,000	–	–	0.02%	314
2021 Q1	$235K	Hold	7,000	–	–	0.02%	311
2020 Q4	$219K	Hold	7,000	–	–	0.02%	315
2020 Q3	$213K	Hold	7,000	–	–	0.02%	296
2020 Q2	$205K	Buy	+7,000	New	+$184K	0.02%	267
2020 Q1	–	Sell	-7,000	Closed	-$221K	–	284
2019 Q4	$221K	Hold	7,000	–	–	0.02%	259
2019 Q3	$206K	Hold	7,000	–	–	0.02%	256
2019 Q2	$212K	Hold	7,000	–	–	0.02%	233
2019 Q1	$208K	Buy	+7,000	New	+$193K	0.02%	219

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

Beaumont Financial Advisors's STAG Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 7,000 shares — an estimated $247K sold.

Beaumont Financial Advisors first reported a position in STAG in Q1 2019 and held it in 25 quarters. The position peaked at $336K in Q4 2021. 544 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

Beaumont Financial Advisors reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 7,000 STAG Industrial shares in Q4 2025, an estimated $247K.
Beaumont Financial Advisors first reported a position in STAG Industrial in Q1 2019 and held it in 25 quarters.
Beaumont Financial Advisors's STAG Industrial position peaked at $336K in Q4 2021.
544 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.