IWA
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IBEX Wealth Advisors’s STAG Industrial STAG Stock Holding History

IBEX Wealth 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
2025
Q1 		– Sell
-134,884
Closed -$4.56M – 199
2024
Q4 		$4.56M Buy
+134,884
New +$4.94M 0.54% 60
2024
Q3 		– Sell
-110,530
Closed -$3.99M – 248
2024
Q2 		$3.99M Buy
110,530
+11,984
+12% +$426K 0.62% 50
2024
Q1 		$3.18M Buy
98,546
+98,457
+110,626% +$3.73M 0.86% 42
2023
Q4 		$3.49K Sell
89
-90,412
-100% -$3.21M 0.76% 47
2023
Q3 		$3.12M Buy
+90,501
New +$3.28M 0.79% 44
2023
Q1 		$3.5M Buy
103,553
+5,007
+5% +$171K 0.91% 43
2022
Q4 		$3.18M Sell
98,546
-4,394
-4% -$138K 0.72% 47
2022
Q3 		$2.93M Sell
102,940
-606
-0.6% -$19.1K 0.76% 47
2022
Q2 		$3.2M Buy
103,546
+463
+0.4% +$16.4K 0.74% 50
2022
Q1 		$4.26M Buy
103,083
+5,441
+6% +$225K 0.82% 43
2021
Q4 		$4.68M Sell
97,642
-262
-0.3% -$11.4K 0.83% 42
2021
Q3 		$3.84M Buy
97,904
+3,066
+3% +$125K 0.74% 54
2021
Q2 		$3.55M Buy
94,838
+4,520
+5% +$165K 0.71% 60
2021
Q1 		$3.04M Buy
90,318
+7,645
+9% +$244K 0.75% 61
2020
Q4 		$2.59M Buy
82,673
+4,782
+6% +$149K 0.68% 60
2020
Q3 		$2.38M Sell
77,891
-2,042
-3% -$64.4K 0.69% 60
2020
Q2 		$2.34M Sell
79,933
-236
-0.3% -$6.21K 0.75% 56
2020
Q1 		$1.8M Buy
80,169
+5,257
+7% +$153K 0.7% 62
2019
Q4 		$2.37M Buy
74,912
+1,174
+2% +$36K 0.72% 59
2019
Q3 		$2.17M Buy
+73,738
New +$2.19M 0.72% 59

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IBEX Wealth Advisors's STAG Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 134,884 shares — an estimated $4.56M sold.

IBEX Wealth Advisors first reported a position in STAG in Q3 2019 and held it in 20 quarters. The position peaked at $4.68M in Q4 2021. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 134,884 STAG Industrial shares in Q1 2025, an estimated $4.56M.
  • IBEX Wealth Advisors first reported a position in STAG Industrial in Q3 2019 and held it in 20 quarters.
  • IBEX Wealth Advisors's STAG Industrial position peaked at $4.68M in Q4 2021.
  • 519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.