KA
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Kovack Advisors’s STAG Industrial STAG Stock Holding History

Kovack Advisors’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
Q1 		– Sell
-6,764
Closed -$229K – 629
2024
Q4 		$229K Sell
6,764
-2,031
-23% -$74.3K 0.02% 533
2024
Q3 		$344K Sell
8,795
-1,309
-13% -$51.3K 0.04% 409
2024
Q2 		$364K Sell
10,104
-144
-1% -$5.12K 0.04% 376
2024
Q1 		$394K Sell
10,248
-134
-1% -$5.08K 0.05% 301
2023
Q4 		$408K Buy
10,382
+1,395
+16% +$49.5K 0.05% 350
2023
Q3 		$310K Sell
8,987
-378
-4% -$13.7K 0.04% 379
2023
Q2 		$336K Hold
9,365
– – 0.04% 393
2023
Q1 		$317K Buy
+9,365
New +$319K 0.04% 399
2021
Q2 		– Sell
-8,076
Closed -$271K – 744
2021
Q1 		$271K Sell
8,076
-9,499
-54% -$303K 0.04% 503
2020
Q4 		$550K Buy
17,575
+7,075
+67% +$221K 0.08% 262
2020
Q3 		$320K Sell
10,500
-4,000
-28% -$126K 0.06% 318
2020
Q2 		$425K Sell
14,500
-786
-5% -$20.7K 0.08% 242
2020
Q1 		$344K Buy
15,286
+2,503
+20% +$72.8K 0.08% 261
2019
Q4 		$404K Buy
+12,783
New +$392K 0.07% 292
2017
Q3 		– Sell
-7,329
Closed -$202K – 416
2017
Q2 		$202K Buy
+7,329
New +$196K 0.06% 332

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovack Advisors's STAG Position: Q1 2025 in Review

Kovack Advisors sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 6,764 shares — an estimated $229K sold.

Kovack Advisors first reported a position in STAG in Q2 2017 and held it in 15 quarters. The position peaked at $550K in Q4 2020. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

  • Kovack Advisors reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 6,764 STAG Industrial shares in Q1 2025, an estimated $229K.
  • Kovack Advisors first reported a position in STAG Industrial in Q2 2017 and held it in 15 quarters.
  • Kovack Advisors's STAG Industrial position peaked at $550K in Q4 2020.
  • 519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.