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Concurrent Investment Advisors’s STAG Industrial STAG Stock Holding History

Concurrent Investment 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 		$408K Sell
10,724
-300
-3% -$11.5K ﹤0.01% 1520
2026
Q1 		$398K Sell
11,024
-3,992
-27% -$151K ﹤0.01% 1329
2025
Q4 		$552K Buy
15,016
+4,261
+40% +$162K 0.01% 1102
2025
Q3 		$380K Buy
10,755
+41
+0.4% +$1.46K 0.01% 1047
2025
Q2 		$389K Sell
10,714
-175
-2% -$6.05K 0.01% 949
2025
Q1 		$393K Buy
10,889
+831
+8% +$29K 0.01% 818
2024
Q4 		$340K Sell
10,058
-32
-0.3% -$1.17K 0.01% 781
2024
Q3 		$394K Buy
10,090
+17
+0.2% +$666 0.01% 686
2024
Q2 		$363K Sell
10,073
-805
-7% -$28.6K 0.01% 678
2024
Q1 		$418K Buy
10,878
+1
+0% +$38 0.02% 592
2023
Q4 		$427K Buy
+10,877
New +$386K 0.02% 531

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

Concurrent Investment Advisors's STAG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its STAG Industrial (STAG) stake by 2.7% in Q2 2026, selling an estimated $11.5K and leaving 10,724 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Concurrent Investment Advisors first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $552K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Concurrent Investment Advisors held 10,724 shares of STAG Industrial worth $408K as of Q2 2026.
  • Concurrent Investment Advisors sold 300 STAG Industrial shares in Q2 2026, an estimated $11.5K.
  • STAG Industrial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1520 holding.
  • Concurrent Investment Advisors first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's STAG Industrial position peaked at $552K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.