Concord Wealth Partners’s STAG Industrial STAG Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-18	Closed	-$609	–	958
2024 Q4	$609	Hold	18	–	–	﹤0.01%	845
2024 Q3	$704	Buy	+18	New	+$705	﹤0.01%	873
2023 Q3	–	Sell	-25	Closed	-$897	–	1070
2023 Q2	$897	Hold	25	–	–	﹤0.01%	963
2023 Q1	$846	Hold	25	–	–	﹤0.01%	909
2022 Q4	$808	Buy	+25	New	+$783	﹤0.01%	1111

Other funds holding STAG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concord Wealth Partners's STAG Position: Q1 2025 in Review

Concord Wealth Partners sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 18 shares — an estimated $609 sold.

Concord Wealth Partners first reported a position in STAG in Q4 2022 and held it in 5 quarters. The position peaked at $897 in Q2 2023. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

Concord Wealth Partners reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 18 STAG Industrial shares in Q1 2025, an estimated $609.
Concord Wealth Partners first reported a position in STAG Industrial in Q4 2022 and held it in 5 quarters.
Concord Wealth Partners's STAG Industrial position peaked at $897 in Q2 2023.
519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.