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Consolidated Planning Corp’s STAG Industrial STAG Stock Holding History

Consolidated Planning Corp’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 		– Sell
-11,992
Closed -$441K – 206
2025
Q4 		$441K Buy
+11,992
New +$455K 0.04% 152

Other funds holding STAG

BlackRock
BlackRock New York $5.72T 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

Consolidated Planning Corp's STAG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 11,992 shares — an estimated $441K sold.

Consolidated Planning Corp first reported a position in STAG in Q4 2025 and held it in 1 quarter. The position peaked at $441K in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 11,992 STAG Industrial shares in Q1 2026, an estimated $441K.
  • Consolidated Planning Corp first reported a position in STAG Industrial in Q4 2025 and held it in 1 quarter.
  • Consolidated Planning Corp's STAG Industrial position peaked at $441K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.