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Cape Investment Advisory’s STAG Industrial STAG Stock Holding History

Cape Investment Advisory’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
Q3 		$76.7K Buy
2,141
+146
+7% +$5.56K 0.02% 401
2026
Q2 		$75.9K Buy
+1,995
New +$76.2K 0.02% 392
2026
Q1 		– Sell
-1,332
Closed -$49.7K – 1074
2025
Q4 		$49.7K Buy
1,332
+1,252
+1,565% +$47.5K 0.02% 411
2025
Q3 		$2.82K Sell
80
-922
-92% -$32.9K ﹤0.01% 625
2025
Q2 		$36.4K Buy
1,002
+2
+0.2% +$69 0.01% 411
2025
Q1 		$36.1K Hold
1,000
– – 0.01% 385
2024
Q4 		$33.8K Hold
1,000
– – 0.01% 399
2024
Q3 		$39.1K Hold
1,000
– – 0.02% 352
2024
Q2 		$36.1K Hold
1,000
– – 0.02% 344
2024
Q1 		$38.4K Hold
1,000
– – 0.02% 343
2023
Q4 		$39.3K Hold
1,000
– – 0.02% 396
2023
Q3 		$34.5K Hold
1,000
– – 0.02% 355
2023
Q2 		$35.9K Sell
1,000
-2,352
-70% -$81.3K 0.02% 341
2023
Q1 		$113K Buy
+3,352
New +$114K 0.07% 178

Other funds holding STAG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Cape Investment Advisory's STAG Position: Q3 2026 in Review

Cape Investment Advisory increased its STAG Industrial (STAG) stake by 7.3% in Q3 2026, buying an estimated $5.56K and bringing the position to 2,141 shares worth $76.7K. The position accounts for 0.02% of the portfolio, ranked #401.

Cape Investment Advisory first reported a position in STAG in Q1 2023 and has held it in 14 quarters since. The position peaked at $113K in Q1 2023. 31 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Cape Investment Advisory held 2,141 shares of STAG Industrial worth $76.7K as of Q3 2026.
  • Cape Investment Advisory bought 146 STAG Industrial shares in Q3 2026, an estimated $5.56K.
  • STAG Industrial made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #401 holding.
  • Cape Investment Advisory first reported a position in STAG Industrial in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's STAG Industrial position peaked at $113K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.