Optima Capital’s STAG Industrial STAG Stock Holding History

Optima Capital’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	–	Sell	-13	Closed	-$479	–	1142
2025 Q4	$479	Buy	+13	New	+$493	﹤0.01%	1277

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Optima Capital's STAG Position: Q1 2026 in Review

Optima Capital sold out of STAG Industrial (STAG) in Q1 2026, closing a stake of 13 shares — an estimated $479 sold.

Optima Capital first reported a position in STAG in Q4 2025 and held it in 1 quarter. The position peaked at $479 in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

Optima Capital reported no remaining STAG Industrial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 13 STAG Industrial shares in Q1 2026, an estimated $479.
Optima Capital first reported a position in STAG Industrial in Q4 2025 and held it in 1 quarter.
Optima Capital's STAG Industrial position peaked at $479 in Q4 2025.
532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.