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Realta Investment Advisors’s STAG Industrial STAG Stock Holding History

Realta 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
2024
Q3 		– Sell
-9,423
Closed -$340K – 717
2024
Q2 		$340K Sell
9,423
-3,518
-27% -$125K 0.07% 291
2024
Q1 		$497K Sell
12,941
-199
-2% -$7.54K 0.1% 236
2023
Q4 		$516K Buy
13,140
+2,983
+29% +$106K 0.12% 219
2023
Q3 		$364K Hold
10,157
– – 0.08% 257
2023
Q2 		$364K Sell
10,157
-583
-5% -$20.2K 0.08% 266
2023
Q1 		$363K Sell
10,740
-858
-7% -$29.3K 0.09% 255
2022
Q4 		$375K Buy
11,598
+681
+6% +$21.3K 0.09% 256
2022
Q3 		$310K Buy
10,917
+342
+3% +$10.8K 0.08% 276
2022
Q2 		$332K Buy
10,575
+1,872
+22% +$66.4K 0.08% 261
2022
Q1 		$360K Buy
8,703
+1,987
+30% +$82K 0.07% 270
2021
Q4 		$322K Sell
6,716
-136
-2% -$5.93K 0.07% 298
2021
Q3 		$269K Buy
6,852
+123
+2% +$5.03K 0.06% 320
2021
Q2 		$252K Sell
6,729
-73
-1% -$2.66K 0.06% 327
2021
Q1 		$229K Buy
+6,802
New +$217K 0.06% 329
2020
Q1 		– Sell
-5,399
Closed -$167K – 1245
2019
Q4 		$167K Buy
5,399
+412
+8% +$12.6K 0.05% 372
2019
Q3 		$147K Buy
4,987
+340
+7% +$10.1K 0.04% 406
2019
Q2 		$140K Buy
4,647
+2,395
+106% +$71.2K 0.04% 408
2019
Q1 		$67K Buy
+2,252
New +$62.2K 0.03% 482

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Realta Investment Advisors's STAG Position: Q3 2024 in Review

Realta Investment Advisors sold out of STAG Industrial (STAG) in Q3 2024, closing a stake of 9,423 shares — an estimated $340K sold.

Realta Investment Advisors first reported a position in STAG in Q1 2019 and held it in 18 quarters. The position peaked at $516K in Q4 2023. 517 funds tracked by Wall St. Rank hold STAG as of Q3 2024.

  • Realta Investment Advisors reported no remaining STAG Industrial position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 9,423 STAG Industrial shares in Q3 2024, an estimated $340K.
  • Realta Investment Advisors first reported a position in STAG Industrial in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's STAG Industrial position peaked at $516K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.