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Clearstead Advisors’s STAG Industrial STAG Stock Holding History

Clearstead 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 		$7.77K Buy
204
+159
+353% +$6.08K ﹤0.01% 2065
2026
Q1 		$1.62K Sell
45
-686
-94% -$26K ﹤0.01% 1939
2025
Q4 		$26.9K Buy
731
+482
+194% +$18.3K ﹤0.01% 1623
2025
Q3 		$8.79K Sell
249
-5,697
-96% -$203K ﹤0.01% 1962
2025
Q2 		$216K Buy
5,946
+205
+4% +$7.09K ﹤0.01% 872
2025
Q1 		$207K Sell
5,741
-162
-3% -$5.65K ﹤0.01% 827
2024
Q4 		$200K Buy
5,903
+15
+0.3% +$549 ﹤0.01% 857
2024
Q3 		$230K Hold
5,888
– – ﹤0.01% 808
2024
Q2 		$212K Buy
5,888
+5,783
+5,508% +$206K ﹤0.01% 803
2024
Q1 		$3.71K Hold
105
– – ﹤0.01% 1217
2023
Q4 		$4.12K Hold
105
– – ﹤0.01% 1187
2023
Q3 		$3.62K Buy
+105
New +$3.81K ﹤0.01% 1123
2021
Q4 		– Sell
-751
Closed -$29K – 1426
2021
Q3 		$29K Buy
+751
New +$30.7K ﹤0.01% 714
2021
Q1 		– Sell
-543
Closed -$17K – 1175
2020
Q4 		$17K Buy
+543
New +$17K ﹤0.01% 654

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

Clearstead Advisors's STAG Position: Q2 2026 in Review

Clearstead Advisors increased its STAG Industrial (STAG) stake by 353% in Q2 2026, buying an estimated $6.08K and bringing the position to 204 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Clearstead Advisors first reported a position in STAG in Q4 2020 and has held it in 14 quarters since. The position peaked at $230K in Q3 2024. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Clearstead Advisors held 204 shares of STAG Industrial worth $7.77K as of Q2 2026.
  • Clearstead Advisors bought 159 STAG Industrial shares in Q2 2026, an estimated $6.08K.
  • STAG Industrial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2065 holding.
  • Clearstead Advisors first reported a position in STAG Industrial in Q4 2020 and has held it in 14 quarters since.
  • Clearstead Advisors's STAG Industrial position peaked at $230K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.