Elite Financial’s STAG Industrial STAG Stock Holding History

Elite Financial’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	–	Sell	-2,854	Closed	-$103K	–	107
2025 Q1	$103K	Buy	+2,854	New	+$99.5K	0.05%	64

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elite Financial's STAG Position: Q2 2025 in Review

Elite Financial sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 2,854 shares — an estimated $103K sold.

Elite Financial first reported a position in STAG in Q1 2025 and held it in 1 quarter. The position peaked at $103K in Q1 2025. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

Elite Financial reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 2,854 STAG Industrial shares in Q2 2025, an estimated $103K.
Elite Financial first reported a position in STAG Industrial in Q1 2025 and held it in 1 quarter.
Elite Financial's STAG Industrial position peaked at $103K in Q1 2025.
521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.