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Shepherd Financial Partners’s STAG Industrial STAG Stock Holding History

Shepherd 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
Q1 		$614K Buy
17,027
+30
+0.2% +$1.14K 0.06% 145
2025
Q4 		$625K Buy
16,997
+174
+1% +$6.61K 0.06% 142
2025
Q3 		$594K Sell
16,823
-790
-4% -$28.2K 0.06% 147
2025
Q2 		$639K Sell
17,613
-1,646
-9% -$56.9K 0.07% 134
2025
Q1 		$696K Buy
19,259
+784
+4% +$27.3K 0.08% 133
2024
Q4 		$625K Sell
18,475
-135
-0.7% -$4.94K 0.07% 127
2024
Q3 		$727K Buy
18,610
+815
+5% +$31.9K 0.09% 120
2024
Q2 		$642K Sell
17,795
-398
-2% -$14.2K 0.08% 128
2024
Q1 		$699K Sell
18,193
-593
-3% -$22.5K 0.09% 124
2023
Q4 		$738K Buy
18,786
+356
+2% +$12.6K 0.1% 116
2023
Q3 		$636K Buy
18,430
+1,635
+10% +$59.3K 0.1% 115
2023
Q2 		$603K Buy
16,795
+726
+5% +$25.1K 0.09% 117
2023
Q1 		$543K Buy
16,069
+66
+0.4% +$2.25K 0.09% 123
2022
Q4 		$517K Buy
16,003
+838
+6% +$26.2K 0.09% 119
2022
Q3 		$431K Buy
+15,165
New +$478K 0.08% 123
2022
Q2 		– Sell
-33,300
Closed -$1.38M – 169
2022
Q1 		$1.38M Sell
33,300
-175
-0.5% -$7.22K 0.25% 70
2021
Q4 		$1.61M Buy
33,475
+1,333
+4% +$58.1K 0.28% 67
2021
Q3 		$1.26M Buy
32,142
+30
+0.1% +$1.23K 0.24% 76
2021
Q2 		$1.2M Buy
32,112
+2,419
+8% +$88.2K 0.23% 82
2021
Q1 		$998K Sell
29,693
-917
-3% -$29.3K 0.22% 84
2020
Q4 		$963K Buy
30,610
+9,219
+43% +$288K 0.22% 84
2020
Q3 		$652K Buy
+21,391
New +$675K 0.15% 88

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

Shepherd Financial Partners's STAG Position: Q1 2026 in Review

Shepherd Financial Partners increased its STAG Industrial (STAG) stake by 0.18% in Q1 2026, buying an estimated $1.14K and bringing the position to 17,027 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #145.

Shepherd Financial Partners first reported a position in STAG in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q4 2021. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Shepherd Financial Partners held 17,027 shares of STAG Industrial worth $614K as of Q1 2026.
  • Shepherd Financial Partners bought 30 STAG Industrial shares in Q1 2026, an estimated $1.14K.
  • STAG Industrial made up 0.06% of Shepherd Financial Partners's portfolio in Q1 2026, its #145 holding.
  • Shepherd Financial Partners first reported a position in STAG Industrial in Q3 2020 and has held it in 22 quarters since.
  • Shepherd Financial Partners's STAG Industrial position peaked at $1.61M in Q4 2021.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.