Kestra Advisory Services’s STAG Industrial STAG Stock Holding History

Kestra Advisory Services’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 Q3	$1.1M	Buy	30,795 +7,320	+31%	+$279K	﹤0.01%	1895
2026 Q2	$893K	Sell	23,475 -6,512	-22%	-$249K	﹤0.01%	1921
2026 Q1	$1.08M	Buy	29,987 +5,166	+21%	+$196K	﹤0.01%	1674
2025 Q4	$912K	Buy	24,821 +5,041	+25%	+$191K	﹤0.01%	1726
2025 Q3	$698K	Buy	19,780 +12,122	+158%	+$432K	﹤0.01%	1839
2025 Q2	$278K	Buy	+7,658	New	+$265K	﹤0.01%	2410
2025 Q1	–	Sell	-9,053	Closed	-$306K	–	2896
2024 Q4	$306K	Buy	+9,053	New	+$331K	﹤0.01%	2198
2024 Q3	–	Sell	-19,483	Closed	-$705K	–	2727
2024 Q2	$705K	Sell	19,483 -2,591	-12%	-$92.2K	﹤0.01%	1542
2024 Q1	$851K	Buy	+22,074	New	+$837K	0.01%	1333

Other funds holding STAG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Kestra Advisory Services's STAG Position: Q3 2026 in Review

Kestra Advisory Services increased its STAG Industrial (STAG) stake by 31% in Q3 2026, buying an estimated $279K and bringing the position to 30,795 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Kestra Advisory Services first reported a position in STAG in Q1 2024 and has held it in 9 quarters since. 272 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Kestra Advisory Services held 30,795 shares of STAG Industrial worth $1.1M as of Q3 2026.
Kestra Advisory Services bought 7,320 STAG Industrial shares in Q3 2026, an estimated $279K.
STAG Industrial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1895 holding.
Kestra Advisory Services first reported a position in STAG Industrial in Q1 2024 and has held it in 9 quarters since.
272 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.