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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
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

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

Cape Investment Advisory's STAG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in STAG Industrial (STAG) in Q2 2026: 1,995 shares worth $75.9K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in STAG as recently as Q4 2025.

Cape Investment Advisory first reported a position in STAG in Q1 2023 and has held it in 13 quarters since. The position peaked at $113K in Q1 2023. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Cape Investment Advisory held 1,995 shares of STAG Industrial worth $75.9K as of Q2 2026.
  • STAG Industrial was a new Cape Investment Advisory position in Q2 2026.
  • STAG Industrial made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #392 holding.
  • Cape Investment Advisory first reported a position in STAG Industrial in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's STAG Industrial position peaked at $113K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.