Sonora Investment Management Group’s STAG Industrial STAG Stock Holding History

Sonora Investment Management Group’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 Q3	$205K	Sell	5,800 -500	-8%	-$17.8K	0.01%	269
2025 Q2	$229K	Hold	6,300	–	–	0.02%	248
2025 Q1	$228K	Hold	6,300	–	–	0.02%	247
2024 Q4	$213K	Hold	6,300	–	–	0.02%	258
2024 Q3	$246K	Sell	6,300 -31	-0.5%	-$1.22K	0.02%	241
2024 Q2	$243K	Hold	6,331	–	–	0.02%	243
2024 Q1	$243K	Sell	6,331 -134	-2%	-$5.08K	0.02%	244
2023 Q4	$254K	Sell	6,465 -1,298	-17%	-$46.1K	0.02%	227
2023 Q3	$268K	Sell	7,763 -274	-3%	-$9.95K	0.02%	212
2023 Q2	$288K	Sell	8,037 -898	-10%	-$31K	0.02%	212
2023 Q1	$302K	Sell	8,935 -98	-1%	-$3.34K	0.03%	208
2022 Q4	$292K	Buy	+9,033	New	+$283K	0.03%	212

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sonora Investment Management Group's STAG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its STAG Industrial (STAG) stake by 7.9% in Q3 2025, selling an estimated $17.8K and leaving 5,800 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #269.

Sonora Investment Management Group first reported a position in STAG in Q4 2022 and has held it in 12 quarters since. The position peaked at $302K in Q1 2023. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

Sonora Investment Management Group held 5,800 shares of STAG Industrial worth $205K as of Q3 2025.
Sonora Investment Management Group sold 500 STAG Industrial shares in Q3 2025, an estimated $17.8K.
STAG Industrial made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #269 holding.
Sonora Investment Management Group first reported a position in STAG Industrial in Q4 2022 and has held it in 12 quarters since.
Sonora Investment Management Group's STAG Industrial position peaked at $302K in Q1 2023.
525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.