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Root Financial Partners’s STAG Industrial STAG Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-1,206
Closed -$43.5K – 2815
2026
Q1 		$43.5K Sell
1,206
-397
-25% -$15.1K ﹤0.01% 936
2025
Q4 		$58.9K Buy
1,603
+397
+33% +$15.1K ﹤0.01% 651
2025
Q3 		$42.5K Buy
+1,206
New +$43K ﹤0.01% 726

Other funds holding STAG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's STAG Position: Q2 2026 in Review

Root Financial Partners sold out of STAG Industrial (STAG) in Q2 2026, closing a stake of 1,206 shares — an estimated $43.5K sold.

Root Financial Partners first reported a position in STAG in Q3 2025 and held it in 3 quarters. The position peaked at $58.9K in Q4 2025. 162 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Root Financial Partners reported no remaining STAG Industrial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,206 STAG Industrial shares in Q2 2026, an estimated $43.5K.
  • Root Financial Partners first reported a position in STAG Industrial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's STAG Industrial position peaked at $58.9K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.