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Congress Asset Management’s STAG Industrial STAG Stock Holding History

Congress Asset Management’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 		$10.6M Buy
296,731
+51,637
+21% +$1.97M 0.07% 223
2026
Q2 		$9.33M Buy
245,094
+2,698
+1% +$103K 0.06% 220
2026
Q1 		$8.74M Buy
242,396
+33,822
+16% +$1.28M 0.06% 212
2025
Q4 		$7.67M Buy
208,574
+5,192
+3% +$197K 0.05% 209
2025
Q3 		$7.18M Sell
203,382
-7,783
-4% -$278K 0.05% 209
2025
Q2 		$7.66M Buy
211,165
+1,518
+0.7% +$52.5K 0.05% 203
2025
Q1 		$7.57M Sell
209,647
-11,282
-5% -$393K 0.06% 202
2024
Q4 		$7.47M Buy
220,929
+20,327
+10% +$744K 0.05% 207
2024
Q3 		$7.84M Sell
200,602
-2,026
-1% -$79.4K 0.05% 203
2024
Q2 		$7.31M Sell
202,628
-8,710
-4% -$310K 0.05% 206
2024
Q1 		$8.12M Sell
211,338
-2,386
-1% -$90.4K 0.06% 201
2023
Q4 		$8.39M Buy
213,724
+764
+0.4% +$27.1K 0.07% 190
2023
Q3 		$7.35M Buy
212,960
+300
+0.1% +$10.9K 0.07% 182
2023
Q2 		$7.63M Buy
212,660
+2,825
+1% +$97.7K 0.07% 188
2023
Q1 		$7.1M Buy
209,835
+18,097
+9% +$617K 0.07% 184
2022
Q4 		$6.2M Buy
191,738
+1,508
+0.8% +$47.2K 0.06% 196
2022
Q3 		$5.41M Buy
190,230
+42,936
+29% +$1.35M 0.06% 200
2022
Q2 		$4.55M Sell
147,294
-955
-0.6% -$33.9K 0.04% 224
2022
Q1 		$6.13M Buy
148,249
+2,670
+2% +$110K 0.05% 213
2021
Q4 		$6.98M Buy
145,579
+3,880
+3% +$169K 0.05% 203
2021
Q3 		$5.56M Buy
141,699
+2,684
+2% +$110K 0.04% 217
2021
Q2 		$5.2M Buy
139,015
+21,255
+18% +$775K 0.04% 212
2021
Q1 		$3.96M Buy
117,760
+13,295
+13% +$424K 0.04% 223
2020
Q4 		$3.27M Buy
104,465
+17,590
+20% +$550K 0.03% 218
2020
Q3 		$2.65M Buy
+86,875
New +$2.74M 0.03% 215

Other funds holding STAG

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
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Congress Asset Management's STAG Position: Q3 2026 in Review

Congress Asset Management increased its STAG Industrial (STAG) stake by 21% in Q3 2026, buying an estimated $1.97M and bringing the position to 296,731 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #223.

Congress Asset Management first reported a position in STAG in Q3 2020 and has held it in 25 quarters since. 20 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Congress Asset Management held 296,731 shares of STAG Industrial worth $10.6M as of Q3 2026.
  • Congress Asset Management bought 51,637 STAG Industrial shares in Q3 2026, an estimated $1.97M.
  • STAG Industrial made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #223 holding.
  • Congress Asset Management first reported a position in STAG Industrial in Q3 2020 and has held it in 25 quarters since.
  • 20 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.