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Kaizen Financial Strategies’s STAG Industrial STAG Stock Holding History

Kaizen Financial Strategies’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 		$602K Sell
15,696
-1,229
-7% -$47K 0.2% 77
2026
Q1 		$657K Buy
16,925
+178
+1% +$6.75K 0.28% 72
2025
Q4 		$616K Buy
16,747
+92
+0.6% +$3.49K 0.27% 64
2025
Q3 		$643K Buy
16,655
+241
+1% +$8.59K 0.29% 62
2025
Q2 		$595K Sell
16,414
-76
-0.5% -$2.63K 0.3% 67
2025
Q1 		$596K Sell
16,490
-203
-1% -$7.08K 0.34% 53
2024
Q4 		$565K Sell
16,693
-556
-3% -$20.3K 0.32% 53
2024
Q3 		$674K Sell
17,249
-1,210
-7% -$47.4K 0.39% 48
2024
Q2 		$753K Buy
18,459
+183
+1% +$6.51K 0.47% 35
2024
Q1 		$703K Buy
18,276
+175
+1% +$6.63K 0.48% 40
2023
Q4 		$711K Sell
18,101
-2,271
-11% -$80.6K 0.54% 35
2023
Q3 		$703K Buy
20,372
+646
+3% +$23.4K 0.59% 33
2023
Q2 		$739K Buy
19,726
+177
+0.9% +$6.12K 0.63% 30
2023
Q1 		$661K Sell
19,549
-21
-0.1% -$716 0.65% 33
2022
Q4 		$685K Sell
19,570
-2,210
-10% -$69.2K 0.68% 42
2022
Q3 		$619K Buy
21,780
+436
+2% +$13.7K 0.63% 41
2022
Q2 		$659K Buy
21,344
+332
+2% +$11.8K 0.65% 39
2022
Q1 		$869K Buy
21,012
+123
+0.6% +$5.08K 0.68% 35
2021
Q4 		$1M Buy
20,889
+173
+0.8% +$7.54K 0.75% 38
2021
Q3 		$813K Buy
+20,716
New +$846K 0.66% 50
2021
Q1 		$694K Buy
20,637
+229
+1% +$7.31K 0.66% 48
2020
Q4 		$639K Buy
+20,408
New +$638K 0.71% 45

Other funds holding STAG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Kaizen Financial Strategies's STAG Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its STAG Industrial (STAG) stake by 7.3% in Q2 2026, selling an estimated $47K and leaving 15,696 shares worth $602K. The position accounts for 0.2% of the portfolio, ranked #77.

Kaizen Financial Strategies first reported a position in STAG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q4 2021. 173 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Kaizen Financial Strategies held 15,696 shares of STAG Industrial worth $602K as of Q2 2026.
  • Kaizen Financial Strategies sold 1,229 STAG Industrial shares in Q2 2026, an estimated $47K.
  • STAG Industrial made up 0.2% of Kaizen Financial Strategies's portfolio in Q2 2026, its #77 holding.
  • Kaizen Financial Strategies first reported a position in STAG Industrial in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's STAG Industrial position peaked at $1M in Q4 2021.
  • 173 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.