STA
STAG icon

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
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 $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

Summit Trail Advisors's STAG Position: Q1 2026 in Review

Summit Trail Advisors increased its STAG Industrial (STAG) stake by 49% in Q1 2026, buying an estimated $196K and bringing the position to 15,677 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1126.

Summit Trail Advisors first reported a position in STAG in Q4 2017 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Summit Trail Advisors held 15,677 shares of STAG Industrial worth $565K as of Q1 2026.
  • Summit Trail Advisors bought 5,157 STAG Industrial shares in Q1 2026, an estimated $196K.
  • STAG Industrial made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1126 holding.
  • Summit Trail Advisors first reported a position in STAG Industrial in Q4 2017 and has held it in 4 quarters since.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.