Mackenzie Financial
STAG icon

Mackenzie Financial’s STAG Industrial STAG Stock Holding History

Mackenzie Financial’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 		– Sell
-259,838
Closed -$9.37M – 1677
2026
Q1 		$9.37M Sell
259,838
-425,513
-62% -$16.1M 0.01% 535
2025
Q4 		$25.5M Buy
+685,351
New +$26M 0.03% 351
2025
Q3 		– Sell
-23,773
Closed -$862K – 1835
2025
Q2 		$862K Buy
+23,773
New +$822K ﹤0.01% 1054
2024
Q2 		– Sell
-7,042
Closed -$271K – 1621
2024
Q1 		$271K Buy
+7,042
New +$267K ﹤0.01% 1216
2023
Q4 		– Sell
-148,532
Closed -$4.96M – 1577
2023
Q3 		$4.96M Buy
+148,532
New +$5.39M 0.01% 542
2023
Q2 		– Sell
-11,850
Closed -$401K – 1635
2023
Q1 		$401K Sell
11,850
-1
-0% -$34 ﹤0.01% 1087
2022
Q4 		$383K Sell
11,851
-1,309
-10% -$41K ﹤0.01% 1016
2022
Q3 		$374K Sell
13,160
-1,156
-8% -$36.4K ﹤0.01% 1018
2022
Q2 		$442K Buy
14,316
+2,792
+24% +$99K ﹤0.01% 968
2022
Q1 		$477K Buy
11,524
+2,313
+25% +$95.5K ﹤0.01% 1002
2021
Q4 		$442K Sell
9,211
-565
-6% -$24.6K ﹤0.01% 1020
2021
Q3 		$384K Buy
9,776
+3,980
+69% +$163K ﹤0.01% 1045
2021
Q2 		$217K Buy
+5,796
New +$211K ﹤0.01% 1153
2019
Q3 		– Sell
-7,846
Closed -$237K – 1094
2019
Q2 		$237K Sell
7,846
-119,626
-94% -$3.55M ﹤0.01% 1007
2019
Q1 		$3.78M Buy
+127,472
New +$3.52M 0.01% 616

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

Mackenzie Financial's STAG Position: Q2 2026 in Review

Mackenzie Financial sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 259,838 shares — an estimated $9.37M sold.

Mackenzie Financial first reported a position in STAG in Q1 2019 and held it in 15 quarters. The position peaked at $25.5M in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Mackenzie Financial reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 259,838 STAG Industrial shares in Q2 2026, an estimated $9.37M.
  • Mackenzie Financial first reported a position in STAG Industrial in Q1 2019 and held it in 15 quarters.
  • Mackenzie Financial's STAG Industrial position peaked at $25.5M in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.