RIL
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Rothschild Investment LLC’s STAG Industrial STAG Stock Holding History

Rothschild Investment LLC’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 		$10.1K Sell
265
-65
-20% -$2.48K ﹤0.01% 1874
2026
Q1 		$11.9K Sell
330
-39
-11% -$1.48K ﹤0.01% 1616
2025
Q4 		$13.6K Buy
369
+297
+413% +$11.3K ﹤0.01% 1468
2025
Q3 		$2.54K Buy
72
+22
+44% +$784 ﹤0.01% 2084
2025
Q2 		$1.81K Buy
50
+2
+4% +$69 ﹤0.01% 2145
2025
Q1 		$1.72K Buy
48
+11
+30% +$384 ﹤0.01% 1988
2024
Q4 		$1.26K Sell
37
-5
-12% -$183 ﹤0.01% 2073
2024
Q3 		$1.64K Buy
42
+5
+14% +$196 ﹤0.01% 1833
2024
Q2 		$1.32K Buy
37
+1
+3% +$36 ﹤0.01% 1532
2024
Q1 		$1.39K Hold
36
– – ﹤0.01% 1242
2023
Q4 		$1.41K Buy
+36
New +$1.28K ﹤0.01% 1172

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Investment LLC's STAG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its STAG Industrial (STAG) stake by 20% in Q2 2026, selling an estimated $2.48K and leaving 265 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Rothschild Investment LLC first reported a position in STAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Rothschild Investment LLC held 265 shares of STAG Industrial worth $10.1K as of Q2 2026.
  • Rothschild Investment LLC sold 65 STAG Industrial shares in Q2 2026, an estimated $2.48K.
  • STAG Industrial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1874 holding.
  • Rothschild Investment LLC first reported a position in STAG Industrial in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's STAG Industrial position peaked at $13.6K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.