HIA
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Harbor Investment Advisory’s STAG Industrial STAG Stock Holding History

Harbor Investment Advisory’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
Q3 		$430 Hold
12
– – ﹤0.01% 1394
2026
Q2 		$457 Hold
12
– – ﹤0.01% 1267
2026
Q1 		$433 Buy
+12
New +$455 ﹤0.01% 1181

Other funds holding STAG

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Harbor Investment Advisory's STAG Position: Q3 2026 in Review

Harbor Investment Advisory held its STAG Industrial (STAG) position steady in Q3 2026 at 12 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Harbor Investment Advisory first reported a position in STAG in Q1 2026 and has held it in 3 quarters since. The position peaked at $457 in Q2 2026. 29 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Harbor Investment Advisory held 12 shares of STAG Industrial worth $430 as of Q3 2026.
  • Harbor Investment Advisory left its STAG Industrial share count unchanged in Q3 2026.
  • STAG Industrial made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1394 holding.
  • Harbor Investment Advisory first reported a position in STAG Industrial in Q1 2026 and has held it in 3 quarters since.
  • Harbor Investment Advisory's STAG Industrial position peaked at $457 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.