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Foundations Investment Advisors’s STAG Industrial STAG Stock Holding History

Foundations Investment 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
2026
Q1 		$213K Buy
+5,909
New +$224K ﹤0.01% 1082
2025
Q3 		– Sell
-7,703
Closed -$279K – 1094
2025
Q2 		$279K Sell
7,703
-12,079
-61% -$418K ﹤0.01% 766
2025
Q1 		$715K Buy
19,782
+8,377
+73% +$292K 0.01% 484
2024
Q4 		$386K Buy
11,405
+1,544
+16% +$56.5K 0.01% 597
2024
Q3 		$385K Buy
+9,861
New +$386K 0.01% 578

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Foundations Investment Advisors's STAG Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in STAG Industrial (STAG) in Q1 2026: 5,909 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in STAG as recently as Q2 2025.

Foundations Investment Advisors first reported a position in STAG in Q3 2024 and has held it in 5 quarters since. The position peaked at $715K in Q1 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Foundations Investment Advisors held 5,909 shares of STAG Industrial worth $213K as of Q1 2026.
  • STAG Industrial was a new Foundations Investment Advisors position in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1082 holding.
  • Foundations Investment Advisors first reported a position in STAG Industrial in Q3 2024 and has held it in 5 quarters since.
  • Foundations Investment Advisors's STAG Industrial position peaked at $715K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.