James Investment Research’s STAG Industrial STAG Stock Holding History

James Investment Research’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 Q2	$422K	Hold	11,100	–	–	0.04%	284
2026 Q1	$400K	Buy	11,100 +14	+0.1%	+$531	0.04%	270
2025 Q4	$408K	Hold	11,086	–	–	0.04%	270
2025 Q3	$391K	Buy	11,086 +2,118	+24%	+$75.5K	0.04%	272
2025 Q2	$325K	Hold	8,968	–	–	0.04%	267
2025 Q1	$324K	Hold	8,968	–	–	0.04%	250
2024 Q4	$303K	Hold	8,968	–	–	0.04%	265
2024 Q3	$351K	Buy	8,968 +2,929	+49%	+$115K	0.04%	263
2024 Q2	$218K	Sell	6,039 -1	-0%	-$36	0.03%	292
2024 Q1	$232K	Buy	6,040 +5	+0.1%	+$190	0.03%	281
2023 Q4	$237K	Hold	6,035	–	–	0.03%	273
2023 Q3	$208K	Hold	6,035	–	–	0.03%	261
2023 Q2	$217K	Hold	6,035	–	–	0.03%	255
2023 Q1	$204K	Hold	6,035	–	–	0.03%	262
2022 Q4	$195K	Hold	6,035	–	–	0.03%	262
2022 Q3	$172K	Hold	6,035	–	–	0.02%	277
2022 Q2	$186K	Buy	6,035 +20	+0.3%	+$709	0.02%	263
2022 Q1	$249K	Buy	6,015 +1,515	+34%	+$62.5K	0.03%	257
2021 Q4	$216K	Hold	4,500	–	–	0.02%	283
2021 Q3	$177K	Buy	+4,500	New	+$184K	0.02%	287

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

James Investment Research's STAG Position: Q2 2026 in Review

James Investment Research held its STAG Industrial (STAG) position steady in Q2 2026 at 11,100 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #284.

James Investment Research first reported a position in STAG in Q3 2021 and has held it in 20 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

James Investment Research held 11,100 shares of STAG Industrial worth $422K as of Q2 2026.
James Investment Research left its STAG Industrial share count unchanged in Q2 2026.
STAG Industrial made up 0.04% of James Investment Research's portfolio in Q2 2026, its #284 holding.
James Investment Research first reported a position in STAG Industrial in Q3 2021 and has held it in 20 quarters since.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.