Pathway Financial Advisers’s STAG Industrial STAG Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-7,705	Closed	-$261K	–	380
2024 Q4	$261K	Buy	7,705 +283	+4%	+$10.4K	0.09%	144
2024 Q3	$290K	Sell	7,422 -11,811	-61%	-$463K	0.13%	106
2024 Q2	$693K	Buy	19,233 +20	+0.1%	+$712	0.25%	107
2024 Q1	$739K	Buy	19,213 +1,589	+9%	+$60.2K	0.27%	105
2023 Q4	$692K	Buy	17,624 +3,748	+27%	+$133K	0.26%	104
2023 Q3	$479K	Buy	+13,876	New	+$504K	0.2%	116
2023 Q1	$445K	Buy	13,163 +8,956	+213%	+$306K	0.18%	122
2022 Q4	$136K	Buy	+4,207	New	+$132K	0.06%	177

Other funds holding STAG

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

BlackRock New York $5.72T AUM 30.48% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Pathway Financial Advisers's STAG Position: Q1 2025 in Review

Pathway Financial Advisers sold out of STAG Industrial (STAG) in Q1 2025, closing a stake of 7,705 shares — an estimated $261K sold.

Pathway Financial Advisers first reported a position in STAG in Q4 2022 and held it in 8 quarters. The position peaked at $739K in Q1 2024. 519 funds tracked by Wall St. Rank hold STAG as of Q1 2025.

Pathway Financial Advisers reported no remaining STAG Industrial position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 7,705 STAG Industrial shares in Q1 2025, an estimated $261K.
Pathway Financial Advisers first reported a position in STAG Industrial in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's STAG Industrial position peaked at $739K in Q1 2024.
519 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.