RWM
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Rialto Wealth Management’s STAG Industrial STAG Stock Holding History

Rialto Wealth 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
Q1 		$577 Hold
16
– – ﹤0.01% 1299
2025
Q4 		$589 Hold
16
– – ﹤0.01% 1193
2025
Q3 		$565 Hold
16
– – ﹤0.01% 1161
2025
Q2 		$581 Buy
+16
New +$553 ﹤0.01% 1070

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Rialto Wealth Management's STAG Position: Q1 2026 in Review

Rialto Wealth Management held its STAG Industrial (STAG) position steady in Q1 2026 at 16 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Rialto Wealth Management first reported a position in STAG in Q2 2025 and has held it in 4 quarters since. The position peaked at $589 in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Rialto Wealth Management held 16 shares of STAG Industrial worth $577 as of Q1 2026.
  • Rialto Wealth Management left its STAG Industrial share count unchanged in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1299 holding.
  • Rialto Wealth Management first reported a position in STAG Industrial in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's STAG Industrial position peaked at $589 in Q4 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.