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
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 $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

CAPTRUST Financial Advisors's STAG Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its STAG Industrial (STAG) stake by 1.5% in Q1 2026, selling an estimated $18.1K and leaving 30,547 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

CAPTRUST Financial Advisors first reported a position in STAG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • CAPTRUST Financial Advisors held 30,547 shares of STAG Industrial worth $1.1M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 477 STAG Industrial shares in Q1 2026, an estimated $18.1K.
  • STAG Industrial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1564 holding.
  • CAPTRUST Financial Advisors first reported a position in STAG Industrial in Q2 2023 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's STAG Industrial position peaked at $1.14M in Q4 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

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