Financial Management Professionals’s STAG Industrial STAG Stock Holding History

Financial Management Professionals’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	$461	Hold	12	–	–	﹤0.01%	963
2026 Q1	$437	Hold	12	–	–	﹤0.01%	893
2025 Q4	$443	Buy	+12	New	+$456	﹤0.01%	885
2024 Q4	–	Sell	-20	Closed	-$1K	–	1044
2024 Q3	$1K	Hold	20	–	–	﹤0.01%	886
2024 Q2	$1K	Hold	20	–	–	﹤0.01%	848
2024 Q1	$1K	Hold	20	–	–	﹤0.01%	903
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	887
2023 Q3	$1K	Buy	+20	New	+$726	﹤0.01%	833

Other funds holding STAG

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return