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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
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

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

Naples Global Advisors's STAG Position: Q2 2026 in Review

Naples Global Advisors increased its STAG Industrial (STAG) stake by 8.2% in Q2 2026, buying an estimated $63.1K and bringing the position to 21,830 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #271.

Naples Global Advisors first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Naples Global Advisors held 21,830 shares of STAG Industrial worth $832K as of Q2 2026.
  • Naples Global Advisors bought 1,650 STAG Industrial shares in Q2 2026, an estimated $63.1K.
  • STAG Industrial made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #271 holding.
  • Naples Global Advisors first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.