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Summit Trail Advisors’s STAG Industrial STAG Stock Holding History

Summit Trail 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
Q2 		$715K Buy
18,722
+3,045
+19% +$116K 0.01% 1111
2026
Q1 		$565K Buy
15,677
+5,157
+49% +$196K 0.01% 1126
2025
Q4 		$388K Buy
10,520
+3,220
+44% +$122K 0.01% 1150
2025
Q3 		$258K Buy
+7,300
New +$260K ﹤0.01% 1239
2018
Q1 		– Sell
-66
Closed -$2K – 1494
2017
Q4 		$2K Buy
+66
New +$1.84K ﹤0.01% 1678

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

Summit Trail Advisors's STAG Position: Q2 2026 in Review

Summit Trail Advisors increased its STAG Industrial (STAG) stake by 19% in Q2 2026, buying an estimated $116K and bringing the position to 18,722 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #1111.

Summit Trail Advisors first reported a position in STAG in Q4 2017 and has held it in 5 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Summit Trail Advisors held 18,722 shares of STAG Industrial worth $715K as of Q2 2026.
  • Summit Trail Advisors bought 3,045 STAG Industrial shares in Q2 2026, an estimated $116K.
  • STAG Industrial made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1111 holding.
  • Summit Trail Advisors first reported a position in STAG Industrial in Q4 2017 and has held it in 5 quarters since.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.