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Congress Wealth Management’s STAG Industrial STAG Stock Holding History

Congress Wealth 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
2025
Q2 		$1.32M Buy
36,366
+21,231
+140% +$734K 0.01% 640
2025
Q1 		$547K Buy
15,135
+5,895
+64% +$206K 0.01% 792
2024
Q4 		$312K Sell
9,240
-16,050
-63% -$587K ﹤0.01% 755
2024
Q3 		$989K Buy
25,290
+9,240
+58% +$362K 0.01% 523
2024
Q2 		$579K Buy
+16,050
New +$571K 0.01% 514

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's STAG Position: Q2 2025 in Review

Congress Wealth Management increased its STAG Industrial (STAG) stake by 140% in Q2 2025, buying an estimated $734K and bringing the position to 36,366 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #640.

Congress Wealth Management first reported a position in STAG in Q2 2024 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • Congress Wealth Management held 36,366 shares of STAG Industrial worth $1.32M as of Q2 2025.
  • Congress Wealth Management bought 21,231 STAG Industrial shares in Q2 2025, an estimated $734K.
  • STAG Industrial made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #640 holding.
  • Congress Wealth Management first reported a position in STAG Industrial in Q2 2024 and has held it in 5 quarters since.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.