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EP Wealth Advisors’s STAG Industrial STAG Stock Holding History

EP Wealth Advisors’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
-7,067
Closed -$255K – 1471
2025
Q1 		$255K Sell
7,067
-425
-6% -$14.8K ﹤0.01% 1006
2024
Q4 		$253K Sell
7,492
-399
-5% -$14.6K ﹤0.01% 945
2024
Q3 		$308K Buy
+7,891
New +$309K ﹤0.01% 848

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EP Wealth Advisors's STAG Position: Q2 2025 in Review

EP Wealth Advisors sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 7,067 shares — an estimated $255K sold.

EP Wealth Advisors first reported a position in STAG in Q3 2024 and held it in 3 quarters. The position peaked at $308K in Q3 2024. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • EP Wealth Advisors reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 7,067 STAG Industrial shares in Q2 2025, an estimated $255K.
  • EP Wealth Advisors first reported a position in STAG Industrial in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's STAG Industrial position peaked at $308K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.