Corient Private Wealth
STAG icon

Corient Private Wealth’s STAG Industrial STAG Stock Holding History

Corient Private Wealth’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 		$1.6M Sell
42,037
-2,965
-7% -$113K ﹤0.01% 1526
2026
Q1 		$1.59M Sell
45,002
-8,836
-16% -$335K ﹤0.01% 1389
2025
Q4 		$1.98M Sell
53,838
-2,757
-5% -$105K ﹤0.01% 1162
2025
Q3 		$2M Sell
56,595
-285
-0.5% -$10.2K ﹤0.01% 1061
2025
Q2 		$2.06M Buy
56,880
+4,278
+8% +$148K ﹤0.01% 1028
2025
Q1 		$1.9M Buy
52,602
+1,120
+2% +$39.1K ﹤0.01% 998
2024
Q4 		$1.74M Sell
51,482
-10,431
-17% -$382K ﹤0.01% 1054
2024
Q3 		$2.42M Buy
61,913
+8,591
+16% +$337K ﹤0.01% 1017
2024
Q2 		$1.92M Buy
53,322
+14,204
+36% +$505K ﹤0.01% 1039
2024
Q1 		$1.5M Sell
39,118
-16,439
-30% -$623K ﹤0.01% 1169
2023
Q4 		$2.18M Buy
55,557
+2,811
+5% +$99.8K ﹤0.01% 964
2023
Q3 		$1.82M Sell
52,746
-192
-0.4% -$6.97K ﹤0.01% 954
2023
Q2 		$1.9M Buy
52,938
+32
+0.1% +$1.11K ﹤0.01% 917
2023
Q1 		$1.79M Buy
52,906
+13,722
+35% +$468K ﹤0.01% 877
2022
Q4 		$1.27M Buy
+39,184
New +$1.23M ﹤0.01% 843

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

Corient Private Wealth's STAG Position: Q2 2026 in Review

Corient Private Wealth reduced its STAG Industrial (STAG) stake by 6.6% in Q2 2026, selling an estimated $113K and leaving 42,037 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Corient Private Wealth first reported a position in STAG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.42M in Q3 2024. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Corient Private Wealth held 42,037 shares of STAG Industrial worth $1.6M as of Q2 2026.
  • Corient Private Wealth sold 2,965 STAG Industrial shares in Q2 2026, an estimated $113K.
  • STAG Industrial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1526 holding.
  • Corient Private Wealth first reported a position in STAG Industrial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's STAG Industrial position peaked at $2.42M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.