Optimum Investment Advisors’s STAG Industrial STAG Stock Holding History

Optimum Investment 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
2025 Q3	$350K	Hold	9,918	–	–	0.14%	135
2025 Q2	$360K	Hold	9,918	–	–	0.16%	122
2025 Q1	$358K	Hold	9,918	–	–	0.17%	122
2024 Q4	$335K	Hold	9,918	–	–	0.15%	128
2024 Q3	$388K	Hold	9,918	–	–	0.17%	123
2024 Q2	$358K	Hold	9,918	–	–	0.16%	126
2024 Q1	$381K	Hold	9,918	–	–	0.18%	119
2023 Q4	$389K	Hold	9,918	–	–	0.2%	110
2023 Q3	$342K	Hold	9,918	–	–	0.18%	127
2023 Q2	$356K	Hold	9,918	–	–	0.17%	128
2023 Q1	$335K	Hold	9,918	–	–	0.18%	133
2022 Q4	$320K	Hold	9,918	–	–	0.17%	138
2022 Q3	$282K	Hold	9,918	–	–	0.15%	146
2022 Q2	$306K	Hold	9,918	–	–	0.15%	142
2022 Q1	$410K	Hold	9,918	–	–	0.17%	125
2021 Q4	$476K	Hold	9,918	–	–	0.19%	116
2021 Q3	$389K	Hold	9,918	–	–	0.16%	135
2021 Q2	$371K	Buy	9,918 +2,790	+39%	+$102K	0.12%	176
2021 Q1	$240K	Hold	7,128	–	–	0.07%	230
2020 Q4	$223K	Buy	7,128 +2,400	+51%	+$75K	0.07%	230
2020 Q3	$144K	Sell	4,728 -1,176	-20%	-$37.1K	0.05%	275
2020 Q2	$173K	Hold	5,904	–	–	0.06%	254
2020 Q1	$133K	Hold	5,904	–	–	0.05%	268
2019 Q4	$186K	Hold	5,904	–	–	0.06%	289
2019 Q3	$174K	Buy	5,904 +1,176	+25%	+$34.9K	0.05%	291
2019 Q2	$143K	Hold	4,728	–	–	0.05%	319
2019 Q1	$140K	Sell	4,728 -50	-1%	-$1.38K	0.05%	328
2018 Q4	$119K	Sell	4,778 -200	-4%	-$5.23K	0.04%	336
2018 Q3	$137K	Hold	4,978	–	–	0.04%	358
2018 Q2	$136K	Hold	4,978	–	–	0.04%	354
2018 Q1	$119K	Buy	+4,978	New	+$121K	0.04%	377

Other funds holding STAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Optimum Investment Advisors's STAG Position: Q3 2025 in Review

Optimum Investment Advisors held its STAG Industrial (STAG) position steady in Q3 2025 at 9,918 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #135.

Optimum Investment Advisors first reported a position in STAG in Q1 2018 and has held it in 31 quarters since. The position peaked at $476K in Q4 2021. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

Optimum Investment Advisors held 9,918 shares of STAG Industrial worth $350K as of Q3 2025.
Optimum Investment Advisors left its STAG Industrial share count unchanged in Q3 2025.
STAG Industrial made up 0.14% of Optimum Investment Advisors's portfolio in Q3 2025, its #135 holding.
Optimum Investment Advisors first reported a position in STAG Industrial in Q1 2018 and has held it in 31 quarters since.
Optimum Investment Advisors's STAG Industrial position peaked at $476K in Q4 2021.
525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.