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Centricity Wealth Management’s STAG Industrial STAG Stock Holding History

Centricity Wealth Management’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
Q2 		$5.94K Buy
164
+2
+1% +$69 ﹤0.01% 363
2025
Q1 		$5.85K Buy
162
+27
+20% +$942 0.01% 367
2024
Q4 		$4.58K Buy
+135
New +$4.94K ﹤0.01% 394

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centricity Wealth Management's STAG Position: Q2 2025 in Review

Centricity Wealth Management increased its STAG Industrial (STAG) stake by 1.2% in Q2 2025, buying an estimated $69 and bringing the position to 164 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Centricity Wealth Management first reported a position in STAG in Q4 2024 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • Centricity Wealth Management held 164 shares of STAG Industrial worth $5.94K as of Q2 2025.
  • Centricity Wealth Management bought 2 STAG Industrial shares in Q2 2025, an estimated $69.
  • STAG Industrial made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #363 holding.
  • Centricity Wealth Management first reported a position in STAG Industrial in Q4 2024 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.