Creative Planning’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.99M | Buy |
166,240
+104,196
| +168% | +$3.95M | ﹤0.01% | 1057 |
|
|
2025
Q4 | $2.28M | Buy |
62,044
+3,292
| +6% | +$125K | ﹤0.01% | 1625 |
|
|
2025
Q3 | $2.07M | Buy |
58,752
+34,700
| +144% | +$1.24M | ﹤0.01% | 1515 |
|
|
2025
Q2 | $873K | Sell |
24,052
-13,700
| -36% | -$474K | ﹤0.01% | 1972 |
|
|
2025
Q1 | $1.36M | Buy |
37,752
+7,597
| +25% | +$265K | ﹤0.01% | 1469 |
|
|
2024
Q4 | $1.02M | Buy |
30,155
+10,648
| +55% | +$390K | ﹤0.01% | 1629 |
|
|
2024
Q3 | $763K | Buy |
19,507
+1,142
| +6% | +$44.8K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $662K | Buy |
18,365
+918
| +5% | +$32.7K | ﹤0.01% | 1722 |
|
|
2024
Q1 | $671K | Buy |
17,447
+3,843
| +28% | +$146K | ﹤0.01% | 1641 |
|
|
2023
Q4 | $534K | Sell |
13,604
-43
| -0.3% | -$1.53K | ﹤0.01% | 1669 |
|
|
2023
Q3 | $471K | Buy |
13,647
+680
| +5% | +$24.7K | ﹤0.01% | 1602 |
|
|
2023
Q2 | $465K | Buy |
12,967
+1,594
| +14% | +$55.1K | ﹤0.01% | 1593 |
|
|
2023
Q1 | $385K | Buy |
11,373
+483
| +4% | +$16.5K | ﹤0.01% | 1647 |
|
|
2022
Q4 | $352K | Sell |
10,890
-1,973
| -15% | -$61.8K | ﹤0.01% | 1624 |
|
|
2022
Q3 | $366K | Buy |
12,863
+4,393
| +52% | +$138K | ﹤0.01% | 1525 |
|
|
2022
Q2 | $262K | Sell |
8,470
-98
| -1% | -$3.47K | ﹤0.01% | 1704 |
|
|
2022
Q1 | $354K | Buy |
8,568
+3,429
| +67% | +$142K | ﹤0.01% | 1525 |
|
|
2021
Q4 | $246K | Buy |
+5,139
| New | +$224K | ﹤0.01% | 1755 |
|
|
2017
Q3 | – | Sell |
-4,341
| Closed | -$120K | – | 3488 |
|
|
2017
Q2 | $120K | Buy |
4,341
+2,535
| +140% | +$67.8K | ﹤0.01% | 1858 |
|
|
2017
Q1 | $45K | Sell |
1,806
-988
| -35% | -$24.1K | ﹤0.01% | 2557 |
|
|
2016
Q4 | $67K | Buy |
2,794
+534
| +24% | +$12.3K | ﹤0.01% | 2153 |
|
|
2016
Q3 | $55K | Hold |
2,260
| – | – | ﹤0.01% | 2287 |
|
|
2016
Q2 | $54K | Buy |
2,260
+110
| +5% | +$2.34K | ﹤0.01% | 2095 |
|
|
2016
Q1 | $44K | Hold |
2,150
| – | – | ﹤0.01% | 2194 |
|
|
2015
Q4 | $40K | Buy |
+2,150
| New | +$41.9K | ﹤0.01% | 2303 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$14K | – | 2767 |
|
|
2015
Q1 | $14K | Sell |
600
-500
| -45% | -$12.6K | ﹤0.01% | 2986 |
|
|
2014
Q4 | $27K | Hold |
1,100
| – | – | ﹤0.01% | 2443 |
|
|
2014
Q3 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 2460 |
|
|
2014
Q2 | $26K | Hold |
1,100
| – | – | ﹤0.01% | 2335 |
|
|
2014
Q1 | $27K | Buy |
1,100
+500
| +83% | +$11.2K | ﹤0.01% | 2199 |
|
|
2013
Q4 | $12K | Hold |
600
| – | – | ﹤0.01% | 2481 |
|
|
2013
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 2365 |
|
|
2013
Q2 | $12K | Buy |
+600
| New | +$13.1K | ﹤0.01% | 2190 |
|
Other funds holding STAG
VPM
VCM
N
Creative Planning's STAG Position: Q1 2026 in Review
Creative Planning increased its STAG Industrial (STAG) stake by 168% in Q1 2026, buying an estimated $3.95M and bringing the position to 166,240 shares worth $5.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1057.
Creative Planning first reported a position in STAG in Q2 2013 and has held it in 33 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.
- Creative Planning held 166,240 shares of STAG Industrial worth $5.99M as of Q1 2026.
- Creative Planning bought 104,196 STAG Industrial shares in Q1 2026, an estimated $3.95M.
- STAG Industrial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1057 holding.
- Creative Planning first reported a position in STAG Industrial in Q2 2013 and has held it in 33 quarters since.
- 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.