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Pacific Heights Asset Management’s STAG Industrial STAG Stock Holding History

Pacific Heights Asset Management’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 		$19M Hold
500,000
– – 0.6% 63
2026
Q1 		$18M Hold
500,000
– – 0.6% 62
2025
Q4 		$18.4M Buy
500,000
+100,000
+25% +$3.8M 0.69% 55
2025
Q3 		$14.1M Buy
400,000
+100,000
+33% +$3.57M 0.63% 58
2025
Q2 		$10.9M Buy
300,000
+175,000
+140% +$6.05M 0.58% 55
2025
Q1 		$4.51M Buy
+125,000
New +$4.36M 0.31% 67

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

Pacific Heights Asset Management's STAG Position: Q2 2026 in Review

Pacific Heights Asset Management held its STAG Industrial (STAG) position steady in Q2 2026 at 500,000 shares worth $19M. The position accounts for 0.6% of the portfolio, ranked #63.

Pacific Heights Asset Management first reported a position in STAG in Q1 2025 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Pacific Heights Asset Management held 500,000 shares of STAG Industrial worth $19M as of Q2 2026.
  • Pacific Heights Asset Management left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up 0.6% of Pacific Heights Asset Management's portfolio in Q2 2026, its #63 holding.
  • Pacific Heights Asset Management first reported a position in STAG Industrial in Q1 2025 and has held it in 6 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Pacific Heights Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.