IEQ Capital’s STAG Industrial STAG Stock Holding History

IEQ Capital’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	–	Sell	-6,828	Closed	-$251K	–	2068
2025 Q4	$251K	Buy	+6,828	New	+$259K	﹤0.01%	1608
2025 Q3	–	Sell	-9,843	Closed	-$357K	–	2065
2025 Q2	$357K	Buy	+9,843	New	+$340K	﹤0.01%	1316

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

IEQ Capital's STAG Position: Q1 2026 in Review

IEQ Capital sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 6,828 shares — an estimated $251K sold.

IEQ Capital first reported a position in STAG in Q2 2025 and held it in 2 quarters. The position peaked at $357K in Q2 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

IEQ Capital reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 6,828 STAG Industrial shares in Q1 2026, an estimated $251K.
IEQ Capital first reported a position in STAG Industrial in Q2 2025 and held it in 2 quarters.
IEQ Capital's STAG Industrial position peaked at $357K in Q2 2025.
532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.