RA
STAG icon

Rise Advisors’s STAG Industrial STAG Stock Holding History

Rise 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
2025
Q4 		– Sell
-264
Closed -$9.32K – 1252
2025
Q3 		$9.32K Buy
264
+3
+1% +$107 ﹤0.01% 1023
2025
Q2 		$9.48K Buy
261
+2
+0.8% +$69 ﹤0.01% 1024
2025
Q1 		$9.34K Sell
259
-193
-43% -$6.73K ﹤0.01% 1018
2024
Q4 		$15.3K Buy
452
+5
+1% +$183 0.01% 817
2024
Q3 		$17.5K Buy
447
+4
+0.9% +$157 0.01% 777
2024
Q2 		$16K Buy
443
+5
+1% +$178 0.01% 791
2024
Q1 		$16.9K Buy
+438
New +$16.6K 0.01% 774

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

Rise Advisors's STAG Position: Q4 2025 in Review

Rise Advisors sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 264 shares — an estimated $9.32K sold.

Rise Advisors first reported a position in STAG in Q1 2024 and held it in 7 quarters. The position peaked at $17.5K in Q3 2024. 543 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

  • Rise Advisors reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 264 STAG Industrial shares in Q4 2025, an estimated $9.32K.
  • Rise Advisors first reported a position in STAG Industrial in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's STAG Industrial position peaked at $17.5K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.