LRI Investments’s STAG Industrial STAG Stock Holding History

LRI 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	$10.8K	Sell	284 -33	-10%	-$1.26K	﹤0.01%	938
2026 Q1	$11.4K	Hold	317	–	–	﹤0.01%	855
2025 Q4	$11.7K	Hold	317	–	–	﹤0.01%	830
2025 Q3	$11.2K	Hold	317	–	–	﹤0.01%	846
2025 Q2	$11.5K	Hold	317	–	–	﹤0.01%	814
2025 Q1	$11.5K	Hold	317	–	–	﹤0.01%	768
2024 Q4	$10.7K	Hold	317	–	–	﹤0.01%	777
2024 Q3	$11.5K	Hold	317	–	–	﹤0.01%	760
2024 Q2	$11.4K	Buy	317 +74	+30%	+$2.63K	﹤0.01%	723
2024 Q1	$9.34K	Buy	+243	New	+$9.21K	﹤0.01%	523

Other funds holding STAG

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return