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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LRI Investments's STAG Position: Q2 2026 in Review

LRI Investments reduced its STAG Industrial (STAG) stake by 10% in Q2 2026, selling an estimated $1.26K and leaving 284 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

LRI Investments first reported a position in STAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

LRI Investments held 284 shares of STAG Industrial worth $10.8K as of Q2 2026.
LRI Investments sold 33 STAG Industrial shares in Q2 2026, an estimated $1.26K.
STAG Industrial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #938 holding.
LRI Investments first reported a position in STAG Industrial in Q1 2024 and has held it in 10 quarters since.
LRI Investments's STAG Industrial position peaked at $11.7K in Q4 2025.
547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.