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 Q3	$783K	Hold	21,830	–	–	0.05%	281
2026 Q2	$832K	Buy	21,830 +1,650	+8%	+$63.1K	0.05%	271
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Naples Global Advisors's STAG Position: Q3 2026 in Review

Naples Global Advisors held its STAG Industrial (STAG) position steady in Q3 2026 at 21,830 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #281.

Naples Global Advisors first reported a position in STAG in Q4 2023 and has held it in 12 quarters since. The position peaked at $832K in Q2 2026. 332 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Naples Global Advisors held 21,830 shares of STAG Industrial worth $783K as of Q3 2026.
Naples Global Advisors left its STAG Industrial share count unchanged in Q3 2026.
STAG Industrial made up 0.05% of Naples Global Advisors's portfolio in Q3 2026, its #281 holding.
Naples Global Advisors first reported a position in STAG Industrial in Q4 2023 and has held it in 12 quarters since.
Naples Global Advisors's STAG Industrial position peaked at $832K in Q2 2026.
332 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.