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Coastline Trust’s STAG Industrial STAG Stock Holding History

Coastline Trust’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 		$50.1K Hold
1,400
– – ﹤0.01% 259
2026
Q2 		$53.3K Hold
1,400
– – ﹤0.01% 281
2026
Q1 		$50.5K Hold
1,400
– – 0.01% 282
2025
Q4 		$51.5K Hold
1,400
– – ﹤0.01% 277
2025
Q3 		$49.4K Hold
1,400
– – 0.01% 271
2025
Q2 		$50.8K Hold
1,400
– – 0.01% 268
2025
Q1 		$50.6K Hold
1,400
– – 0.01% 267
2024
Q4 		$47.3K Hold
1,400
– – 0.01% 281
2024
Q3 		$54.7K Buy
+1,400
New +$54.9K 0.01% 281

Other funds holding STAG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Coastline Trust's STAG Position: Q3 2026 in Review

Coastline Trust held its STAG Industrial (STAG) position steady in Q3 2026 at 1,400 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Coastline Trust first reported a position in STAG in Q3 2024 and has held it in 9 quarters since. The position peaked at $54.7K in Q3 2024. 20 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Coastline Trust held 1,400 shares of STAG Industrial worth $50.1K as of Q3 2026.
  • Coastline Trust left its STAG Industrial share count unchanged in Q3 2026.
  • STAG Industrial made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #259 holding.
  • Coastline Trust first reported a position in STAG Industrial in Q3 2024 and has held it in 9 quarters since.
  • Coastline Trust's STAG Industrial position peaked at $54.7K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.