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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return