Kestra Investment Management
STAG icon

Kestra Investment Management’s STAG Industrial STAG Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-31
Closed -$1.13K – 710
2025
Q2 		$1.13K Sell
31
-807
-96% -$27.9K ﹤0.01% 668
2025
Q1 		$30.3K Buy
+838
New +$29.2K ﹤0.01% 514

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Kestra Investment Management's STAG Position: Q3 2025 in Review

Kestra Investment Management sold out of STAG Industrial (STAG) in Q3 2025, closing a stake of 31 shares — an estimated $1.13K sold.

Kestra Investment Management first reported a position in STAG in Q1 2025 and held it in 2 quarters. The position peaked at $30.3K in Q1 2025. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

  • Kestra Investment Management reported no remaining STAG Industrial position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 31 STAG Industrial shares in Q3 2025, an estimated $1.13K.
  • Kestra Investment Management first reported a position in STAG Industrial in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's STAG Industrial position peaked at $30.3K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.