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Leeward Investments’s STAG Industrial STAG Stock Holding History

Leeward Investments’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 		$16.3M Sell
429,176
-9,136
-2% -$349K 0.74% 50
2026
Q1 		$15.8M Sell
438,312
-12,112
-3% -$459K 0.78% 48
2025
Q4 		$16.6M Sell
450,424
-2,488
-0.5% -$94.4K 0.84% 39
2025
Q3 		$16M Sell
452,912
-10,177
-2% -$363K 0.82% 44
2025
Q2 		$16.8M Sell
463,089
-20,461
-4% -$708K 0.89% 33
2025
Q1 		$17.5M Sell
483,550
-18,528
-4% -$646K 0.93% 26
2024
Q4 		$17M Sell
502,078
-37,435
-7% -$1.37M 0.85% 37
2024
Q3 		$21.1M Sell
539,513
-1,849
-0.3% -$72.5K 0.98% 29
2024
Q2 		$19.5M Buy
541,362
+28,642
+6% +$1.02M 0.9% 27
2024
Q1 		$19.7M Sell
512,720
-21,972
-4% -$833K 0.87% 35
2023
Q4 		$21M Sell
534,692
-4,143
-0.8% -$147K 0.99% 23
2023
Q3 		$18.6M Sell
538,835
-41,073
-7% -$1.49M 0.95% 27
2023
Q2 		$20.8M Sell
579,908
-15,508
-3% -$536K 0.98% 22
2023
Q1 		$20.1M Sell
595,416
-29,669
-5% -$1.01M 0.92% 28
2022
Q4 		$20.2M Sell
625,085
-3,368
-0.5% -$105K 0.89% 34
2022
Q3 		$17.9M Buy
+628,453
New +$19.8M 0.85% 37

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leeward Investments's STAG Position: Q2 2026 in Review

Leeward Investments reduced its STAG Industrial (STAG) stake by 2.1% in Q2 2026, selling an estimated $349K and leaving 429,176 shares worth $16.3M. The position accounts for 0.74% of the portfolio, ranked #50.

Leeward Investments first reported a position in STAG in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.1M in Q3 2024. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Leeward Investments held 429,176 shares of STAG Industrial worth $16.3M as of Q2 2026.
  • Leeward Investments sold 9,136 STAG Industrial shares in Q2 2026, an estimated $349K.
  • STAG Industrial made up 0.74% of Leeward Investments's portfolio in Q2 2026, its #50 holding.
  • Leeward Investments first reported a position in STAG Industrial in Q3 2022 and has held it in 16 quarters since.
  • Leeward Investments's STAG Industrial position peaked at $21.1M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.