Stolper & Co
STAG icon

Stolper & Co’s STAG Industrial STAG Stock Holding History

Stolper & Co’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
Q3 		$2.24M Buy
62,455
+796
+1% +$30.3K 0.58% 53
2026
Q2 		$2.35M Buy
61,659
+3,526
+6% +$135K 0.61% 52
2026
Q1 		$2.1M Buy
58,133
+39,883
+219% +$1.51M 0.59% 51
2025
Q4 		$779K Sell
18,250
-37,383
-67% -$1.42M 0.23% 68
2025
Q3 		$1.96M Buy
55,633
+3,030
+6% +$108K 0.59% 53
2025
Q2 		$1.91M Buy
52,603
+160
+0.3% +$5.53K 0.63% 50
2025
Q1 		$1.89M Buy
52,443
+486
+0.9% +$17K 0.62% 48
2024
Q4 		$1.76M Buy
51,957
+680
+1% +$24.9K 0.59% 49
2024
Q3 		$2M Sell
51,277
-780
-1% -$30.6K 0.66% 48
2024
Q2 		$1.88M Buy
52,057
+778
+2% +$27.7K 0.66% 46
2024
Q1 		$1.97M Buy
51,279
+901
+2% +$34.2K 0.71% 40
2023
Q4 		$1.98M Sell
50,378
-810
-2% -$28.8K 0.8% 34
2023
Q3 		$1.77M Buy
51,188
+1,124
+2% +$40.8K 0.77% 40
2023
Q2 		$1.8M Buy
50,064
+876
+2% +$30.3K 0.76% 39
2023
Q1 		$1.66M Buy
49,188
+816
+2% +$27.8K 0.71% 48
2022
Q4 		$1.56M Sell
48,372
-8,080
-14% -$253K 0.69% 48
2022
Q3 		$1.6M Buy
56,452
+4,161
+8% +$131K 0.79% 48
2022
Q2 		$1.62M Buy
52,291
+2,431
+5% +$86.2K 0.76% 53
2022
Q1 		$2.06M Buy
49,860
+1,489
+3% +$61.5K 0.87% 39
2021
Q4 		$2.32M Sell
48,371
-167
-0.3% -$7.28K 1.03% 31
2021
Q3 		$1.9M Buy
48,538
+360
+0.7% +$14.7K 0.91% 36
2021
Q2 		$1.8M Buy
48,178
+386
+0.8% +$14.1K 0.85% 33
2021
Q1 		$1.61M Buy
47,792
+186
+0.4% +$5.94K 0.83% 39
2020
Q4 		$1.49M Buy
47,606
+998
+2% +$31.2K 0.84% 41
2020
Q3 		$1.42M Sell
46,608
-5,014
-10% -$158K 0.92% 36
2020
Q2 		$1.51M Sell
51,622
-4,097
-7% -$108K 0.99% 35
2020
Q1 		$1.26M Buy
+55,719
New +$1.62M 0.9% 42

Other funds holding STAG

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Virginia Wealth Management Group
Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Stolper & Co's STAG Position: Q3 2026 in Review

Stolper & Co increased its STAG Industrial (STAG) stake by 1.3% in Q3 2026, buying an estimated $30.3K and bringing the position to 62,455 shares worth $2.24M. The position accounts for 0.58% of the portfolio, ranked #53.

Stolper & Co first reported a position in STAG in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.35M in Q2 2026. 75 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

  • Stolper & Co held 62,455 shares of STAG Industrial worth $2.24M as of Q3 2026.
  • Stolper & Co bought 796 STAG Industrial shares in Q3 2026, an estimated $30.3K.
  • STAG Industrial made up 0.58% of Stolper & Co's portfolio in Q3 2026, its #53 holding.
  • Stolper & Co first reported a position in STAG Industrial in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's STAG Industrial position peaked at $2.35M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.