CAPTRUST Financial Advisors
STAG icon

CAPTRUST Financial Advisors’s STAG Industrial STAG Stock Holding History

CAPTRUST 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
2026
Q2 		$1.26M Buy
32,986
+2,439
+8% +$93.2K ﹤0.01% 1613
2026
Q1 		$1.1M Sell
30,547
-477
-2% -$18.1K ﹤0.01% 1564
2025
Q4 		$1.14M Sell
31,024
-644
-2% -$24.4K ﹤0.01% 1420
2025
Q3 		$1.12M Buy
31,668
+3,277
+12% +$117K ﹤0.01% 1360
2025
Q2 		$1.03M Sell
28,391
-3,049
-10% -$105K ﹤0.01% 1341
2025
Q1 		$1.14M Buy
31,440
+3,241
+11% +$113K ﹤0.01% 1202
2024
Q4 		$954K Buy
28,199
+3,699
+15% +$135K ﹤0.01% 1261
2024
Q3 		$958K Buy
24,500
+880
+4% +$34.5K ﹤0.01% 1211
2024
Q2 		$852K Sell
23,620
-1,611
-6% -$57.3K ﹤0.01% 1227
2024
Q1 		$970K Buy
25,231
+5,230
+26% +$198K ﹤0.01% 1137
2023
Q4 		$785K Buy
20,001
+5,468
+38% +$194K ﹤0.01% 1422
2023
Q3 		$502K Buy
14,533
+6,295
+76% +$228K ﹤0.01% 1647
2023
Q2 		$296K Buy
+8,238
New +$285K ﹤0.01% 1992

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

CAPTRUST Financial Advisors's STAG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its STAG Industrial (STAG) stake by 8% in Q2 2026, buying an estimated $93.2K and bringing the position to 32,986 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

CAPTRUST Financial Advisors first reported a position in STAG in Q2 2023 and has held it in 13 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • CAPTRUST Financial Advisors held 32,986 shares of STAG Industrial worth $1.26M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,439 STAG Industrial shares in Q2 2026, an estimated $93.2K.
  • STAG Industrial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1613 holding.
  • CAPTRUST Financial Advisors first reported a position in STAG Industrial in Q2 2023 and has held it in 13 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.