SRH Advisors’s STAG Industrial STAG Stock Holding History

SRH 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
2026 Q1	$90.2K	Hold	2,500	–	–	0.03%	109
2025 Q4	$91.9K	Hold	2,500	–	–	0.03%	106
2025 Q3	$88.2K	Hold	2,500	–	–	0.03%	105
2025 Q2	$90.7K	Hold	2,500	–	–	0.03%	98
2025 Q1	$90.3K	Sell	2,500 -2,000	-44%	-$69.8K	0.03%	95
2024 Q4	$152K	Hold	4,500	–	–	0.05%	67
2024 Q3	$176K	Hold	4,500	–	–	0.05%	64
2024 Q2	$162K	Sell	4,500 -1,400	-24%	-$49.8K	0.05%	66
2024 Q1	$227K	Hold	5,900	–	–	0.07%	53
2023 Q4	$232K	Hold	5,900	–	–	0.08%	52
2023 Q3	$204K	Hold	5,900	–	–	0.1%	55
2023 Q2	$200K	Hold	5,900	–	–	0.11%	58
2023 Q1	$200K	Hold	5,900	–	–	0.11%	58
2022 Q4	$191K	Buy	5,900 +1,000	+20%	+$31.3K	0.11%	58
2022 Q3	$139K	Hold	4,900	–	–	0.18%	68
2022 Q2	$151K	Hold	4,900	–	–	0.19%	62
2022 Q1	$203K	Hold	4,900	–	–	0.23%	60
2021 Q4	$235K	Hold	4,900	–	–	0.27%	56
2021 Q3	$192K	Hold	4,900	–	–	0.23%	61
2021 Q2	$183K	Buy	4,900 +1,400	+40%	+$51K	0.23%	59
2021 Q1	$118K	Hold	3,500	–	–	0.17%	69
2020 Q4	$110K	Hold	3,500	–	–	0.18%	65
2020 Q3	$107K	Hold	3,500	–	–	0.21%	63
2020 Q2	$103K	Buy	3,500 +2,000	+133%	+$52.6K	0.26%	58
2020 Q1	$34K	Hold	1,500	–	–	0.09%	91
2019 Q4	$47K	Hold	1,500	–	–	0.15%	83
2019 Q3	$44K	Hold	1,500	–	–	0.15%	85
2019 Q2	$45K	Hold	1,500	–	–	0.15%	84
2019 Q1	$44K	Hold	1,500	–	–	0.16%	85
2018 Q4	$37K	Hold	1,500	–	–	0.14%	88
2018 Q3	$41K	Hold	1,500	–	–	0.14%	94
2018 Q2	$41K	Buy	+1,500	New	+$38.4K	0.15%	93

Other funds holding STAG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SRH Advisors's STAG Position: Q1 2026 in Review

SRH Advisors held its STAG Industrial (STAG) position steady in Q1 2026 at 2,500 shares worth $90.2K. The position accounts for 0.03% of the portfolio, ranked #109.

SRH Advisors first reported a position in STAG in Q2 2018 and has held it in 32 quarters since. The position peaked at $235K in Q4 2021. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

SRH Advisors held 2,500 shares of STAG Industrial worth $90.2K as of Q1 2026.
SRH Advisors left its STAG Industrial share count unchanged in Q1 2026.
STAG Industrial made up 0.03% of SRH Advisors's portfolio in Q1 2026, its #109 holding.
SRH Advisors first reported a position in STAG Industrial in Q2 2018 and has held it in 32 quarters since.
SRH Advisors's STAG Industrial position peaked at $235K in Q4 2021.
532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.