Clean Yield Group
STAG icon

Clean Yield Group’s STAG Industrial STAG Stock Holding History

Clean Yield Group’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 		$65.3K Buy
1,823
+2
+0.1% +$76 0.02% 230
2026
Q2 		$69.3K Buy
1,821
+1
+0.1% +$38 0.02% 224
2026
Q1 		$65.6K Sell
1,820
-269
-13% -$10.2K 0.02% 207
2025
Q4 		$76.8K Sell
2,089
-94
-4% -$3.57K 0.02% 197
2025
Q3 		$77K Sell
2,183
-1,123
-34% -$40K 0.02% 197
2025
Q2 		$120K Sell
3,306
-67,705
-95% -$2.34M 0.04% 156
2025
Q1 		$2.56M Sell
71,011
-5,916
-8% -$206K 0.84% 40
2024
Q4 		$2.6M Sell
76,927
-2,672
-3% -$97.8K 0.83% 41
2024
Q3 		$3.11M Sell
79,599
-13,247
-14% -$519K 0.99% 38
2024
Q2 		$3.35M Sell
92,846
-7,985
-8% -$284K 1.25% 28
2024
Q1 		$3.88M Buy
100,831
+1,291
+1% +$48.9K 1.51% 21
2023
Q4 		$3.91M Sell
99,540
-2,308
-2% -$81.9K 1.65% 17
2023
Q3 		$3.6M Sell
101,848
-1,504
-1% -$54.6K 1.6% 22
2023
Q2 		$3.71M Sell
103,352
-813
-0.8% -$28.1K 1.53% 20
2023
Q1 		$3.52M Sell
104,165
-6,284
-6% -$214K 1.5% 20
2022
Q4 		$3.57M Sell
110,449
-2,277
-2% -$71.3K 1.53% 18
2022
Q3 		$3.2M Sell
112,726
-3,384
-3% -$107K 1.49% 18
2022
Q2 		$3.58M Sell
116,110
-503
-0.4% -$17.8K 1.48% 19
2022
Q1 		$4.82M Sell
116,613
-7,859
-6% -$324K 1.7% 13
2021
Q4 		$5.97M Sell
124,472
-2,594
-2% -$113K 1.91% 15
2021
Q3 		$4.99M Buy
127,066
+1,181
+0.9% +$48.2K 1.64% 17
2021
Q2 		$4.71M Sell
125,885
-7,025
-5% -$256K 1.6% 18
2021
Q1 		$4.47M Buy
132,910
+35,092
+36% +$1.12M 1.68% 19
2020
Q4 		$3.06M Buy
+97,818
New +$3.06M 1.1% 28

Other funds holding STAG

Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Clean Yield Group's STAG Position: Q3 2026 in Review

Clean Yield Group increased its STAG Industrial (STAG) stake by 0.11% in Q3 2026, buying an estimated $76 and bringing the position to 1,823 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #230.

Clean Yield Group first reported a position in STAG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.97M in Q4 2021. 171 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Clean Yield Group held 1,823 shares of STAG Industrial worth $65.3K as of Q3 2026.
  • Clean Yield Group bought 2 STAG Industrial shares in Q3 2026, an estimated $76.
  • STAG Industrial made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #230 holding.
  • Clean Yield Group first reported a position in STAG Industrial in Q4 2020 and has held it in 24 quarters since.
  • Clean Yield Group's STAG Industrial position peaked at $5.97M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.