RPGK
STAG icon

Retirement Planning Group (Kansas)’s STAG Industrial STAG Stock Holding History

Retirement Planning Group (Kansas)’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
Q2 		– Sell
-13,892
Closed -$502K – 315
2025
Q1 		$502K Sell
13,892
-10,008
-42% -$349K 0.02% 194
2024
Q4 		$808K Sell
23,900
-36,531
-60% -$1.34M 0.04% 148
2024
Q3 		$2.36M Sell
60,431
-5,336
-8% -$209K 0.13% 77
2024
Q2 		$2.37M Sell
65,767
-523
-0.8% -$18.6K 0.15% 63
2024
Q1 		$2.55M Buy
+66,290
New +$2.51M 0.2% 58

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retirement Planning Group (Kansas)'s STAG Position: Q2 2025 in Review

Retirement Planning Group (Kansas) sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 13,892 shares — an estimated $502K sold.

Retirement Planning Group (Kansas) first reported a position in STAG in Q1 2024 and held it in 5 quarters. The position peaked at $2.55M in Q1 2024. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • Retirement Planning Group (Kansas) reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 13,892 STAG Industrial shares in Q2 2025, an estimated $502K.
  • Retirement Planning Group (Kansas) first reported a position in STAG Industrial in Q1 2024 and held it in 5 quarters.
  • Retirement Planning Group (Kansas)'s STAG Industrial position peaked at $2.55M in Q1 2024.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.