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Evergreen Capital Management’s STAG Industrial STAG Stock Holding History

Evergreen Capital Management’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 		$488K Sell
12,823
-4
-0% -$153 0.01% 912
2026
Q1 		$463K Buy
12,827
+4
+0% +$152 0.01% 834
2025
Q4 		$473K Sell
12,823
-7
-0.1% -$266 0.01% 779
2025
Q3 		$453K Buy
12,830
+613
+5% +$21.9K 0.01% 712
2025
Q2 		$443K Sell
12,217
-1,040
-8% -$36K 0.01% 616
2025
Q1 		$479K Buy
13,257
+1,436
+12% +$50.1K 0.02% 524
2024
Q4 		$401K Sell
11,821
-1,698
-13% -$62.1K 0.01% 591
2024
Q3 		$528K Buy
13,519
+700
+5% +$27.4K 0.02% 482
2024
Q2 		$464K Buy
12,819
+2,540
+25% +$90.4K 0.02% 490
2024
Q1 		$396K Hold
10,279
– – 0.02% 520
2023
Q4 		$404K Sell
10,279
-51
-0.5% -$1.81K 0.02% 475
2023
Q3 		$358K Hold
10,330
– – 0.02% 497
2023
Q2 		$372K Hold
10,330
– – 0.02% 479
2023
Q1 		$351K Buy
10,330
+28
+0.3% +$955 0.02% 462
2022
Q4 		$334K Buy
+10,302
New +$323K 0.02% 454

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

Evergreen Capital Management's STAG Position: Q2 2026 in Review

Evergreen Capital Management reduced its STAG Industrial (STAG) stake by 0.03% in Q2 2026, selling an estimated $153 and leaving 12,823 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #912.

Evergreen Capital Management first reported a position in STAG in Q4 2022 and has held it in 15 quarters since. The position peaked at $528K in Q3 2024. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Evergreen Capital Management held 12,823 shares of STAG Industrial worth $488K as of Q2 2026.
  • Evergreen Capital Management sold 4 STAG Industrial shares in Q2 2026, an estimated $153.
  • STAG Industrial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #912 holding.
  • Evergreen Capital Management first reported a position in STAG Industrial in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's STAG Industrial position peaked at $528K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.