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Means Investment Company’s STAG Industrial STAG Stock Holding History

Means Investment Company’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
-10,008
Closed -$338K – 206
2024
Q4 		$338K Sell
10,008
-905
-8% -$33.1K 0.04% 155
2024
Q3 		$427K Sell
10,913
-1,365
-11% -$53.5K 0.05% 138
2024
Q2 		$443K Sell
12,278
-9,274
-43% -$330K 0.05% 127
2024
Q1 		$828K Sell
21,552
-5,779
-21% -$219K 0.11% 98
2023
Q4 		$1.07M Sell
27,331
-4,417
-14% -$157K 0.15% 89
2023
Q3 		$1.1M Sell
31,748
-7,776
-20% -$282K 0.18% 89
2023
Q2 		$1.42M Sell
39,524
-1,842
-4% -$63.7K 0.22% 80
2023
Q1 		$1.4M Sell
41,366
-211
-0.5% -$7.2K 0.25% 79
2022
Q4 		$1.34M Sell
41,577
-3,281
-7% -$103K 0.27% 77
2022
Q3 		$1.27M Buy
44,858
+3,561
+9% +$112K 0.28% 75
2022
Q2 		$1.27M Buy
41,297
+2,706
+7% +$95.9K 0.27% 75
2022
Q1 		$1.6M Buy
38,591
+6,980
+22% +$288K 0.29% 69
2021
Q4 		$1.52M Buy
31,611
+5,491
+21% +$239K 0.27% 69
2021
Q3 		$1.02M Buy
26,120
+6,485
+33% +$265K 0.2% 78
2021
Q2 		$735K Buy
19,635
+6,329
+48% +$231K 0.15% 91
2021
Q1 		$447K Buy
13,306
+1,682
+14% +$53.7K 0.1% 114
2020
Q4 		$371K Buy
11,624
+2,328
+25% +$72.8K 0.08% 125
2020
Q3 		$296K Buy
9,296
+2,089
+29% +$65.9K 0.08% 118
2020
Q2 		$236K Buy
+7,207
New +$190K 0.07% 127
2020
Q1 		– Sell
-8,281
Closed -$269K – 151
2019
Q4 		$269K Sell
8,281
-329
-4% -$10.1K 0.09% 121
2019
Q3 		$266K Buy
8,610
+952
+12% +$28.3K 0.1% 122
2019
Q2 		$237K Buy
+7,658
New +$228K 0.1% 124

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Means Investment Company's STAG Position: Q1 2025 in Review

Means Investment Company sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 10,008 shares — an estimated $338K sold.

Means Investment Company first reported a position in STAG in Q2 2019 and held it in 22 quarters. The position peaked at $1.6M in Q1 2022. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

  • Means Investment Company reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
  • Means Investment Company sold 10,008 STAG Industrial shares in Q1 2025, an estimated $338K.
  • Means Investment Company first reported a position in STAG Industrial in Q2 2019 and held it in 22 quarters.
  • Means Investment Company's STAG Industrial position peaked at $1.6M in Q1 2022.
  • 519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Means Investment Company's 13F filing for Q1 2025, filed 21 Apr 2025.