F/M Investments’s STAG Industrial STAG Stock Holding History

F/M Investments’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 Q1	–	Sell	-57,667	Closed	-$2.12M	–	433
2025 Q4	$2.12M	Sell	57,667 -1,659	-3%	-$63K	0.08%	232
2025 Q3	$2.09M	Sell	59,326 -292	-0.5%	-$10.4K	0.08%	234
2025 Q2	$2.16M	Buy	59,618 +439	+0.7%	+$15.2K	0.08%	225
2025 Q1	$2.14M	Buy	59,179 +89	+0.2%	+$3.1K	0.09%	221
2024 Q4	$2M	Sell	59,090 -121,094	-67%	-$4.43M	0.07%	230
2024 Q3	$7.04M	Sell	180,184 -1,015	-0.6%	-$39.8K	0.22%	147
2024 Q2	$6.53M	Buy	+181,199	New	+$6.45M	0.24%	139

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

F/M Investments's STAG Position: Q1 2026 in Review

F/M Investments sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 57,667 shares — an estimated $2.12M sold.

F/M Investments first reported a position in STAG in Q2 2024 and held it in 7 quarters. The position peaked at $7.04M in Q3 2024. 535 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

F/M Investments reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 57,667 STAG Industrial shares in Q1 2026, an estimated $2.12M.
F/M Investments first reported a position in STAG Industrial in Q2 2024 and held it in 7 quarters.
F/M Investments's STAG Industrial position peaked at $7.04M in Q3 2024.
535 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.