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Naples Global Advisors’s STAG Industrial STAG Stock Holding History

Naples Global Advisors’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
Q1 		$729K Buy
20,180
+3,894
+24% +$148K 0.05% 270
2025
Q4 		$601K Buy
16,286
+701
+4% +$26.6K 0.04% 295
2025
Q3 		$550K Buy
15,585
+855
+6% +$30.5K 0.04% 304
2025
Q2 		$535K Sell
14,730
-375
-2% -$13K 0.05% 294
2025
Q1 		$547K Buy
15,105
+500
+3% +$17.4K 0.05% 282
2024
Q4 		$496K Buy
14,605
+675
+5% +$24.7K 0.05% 293
2024
Q3 		$546K Buy
13,930
+1,300
+10% +$51K 0.05% 279
2024
Q2 		$455K Sell
12,630
-200
-2% -$7.12K 0.05% 293
2024
Q1 		$495K Buy
12,830
+3,305
+35% +$125K 0.05% 288
2023
Q4 		$375K Buy
+9,525
New +$338K 0.04% 315

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Naples Global Advisors's STAG Position: Q1 2026 in Review

Naples Global Advisors increased its STAG Industrial (STAG) stake by 24% in Q1 2026, buying an estimated $148K and bringing the position to 20,180 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #270.

Naples Global Advisors first reported a position in STAG in Q4 2023 and has held it in 10 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Naples Global Advisors held 20,180 shares of STAG Industrial worth $729K as of Q1 2026.
  • Naples Global Advisors bought 3,894 STAG Industrial shares in Q1 2026, an estimated $148K.
  • STAG Industrial made up 0.05% of Naples Global Advisors's portfolio in Q1 2026, its #270 holding.
  • Naples Global Advisors first reported a position in STAG Industrial in Q4 2023 and has held it in 10 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.