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STAG icon

Horizon Investments’s STAG Industrial STAG Stock Holding History

Horizon 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 		$156K Sell
4,338
-16,877
-80% -$640K ﹤0.01% 1018
2025
Q4 		$780K Buy
+21,215
New +$805K 0.01% 704
2025
Q3 		– Sell
-24,661
Closed -$891K – 1279
2025
Q2 		$891K Buy
24,661
+24,629
+76,966% +$852K 0.01% 594
2025
Q1 		$1.15K Buy
+32
New +$1.12K ﹤0.01% 802

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's STAG Position: Q1 2026 in Review

Horizon Investments reduced its STAG Industrial (STAG) stake by 80% in Q1 2026, selling an estimated $640K and leaving 4,338 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Horizon Investments first reported a position in STAG in Q1 2025 and has held it in 4 quarters since. The position peaked at $891K in Q2 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Horizon Investments held 4,338 shares of STAG Industrial worth $156K as of Q1 2026.
  • Horizon Investments sold 16,877 STAG Industrial shares in Q1 2026, an estimated $640K.
  • STAG Industrial made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1018 holding.
  • Horizon Investments first reported a position in STAG Industrial in Q1 2025 and has held it in 4 quarters since.
  • Horizon Investments's STAG Industrial position peaked at $891K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.