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Synergy Investment Management’s STAG Industrial STAG Stock Holding History

Synergy Investment Management’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 		$18.9K Buy
494
+112
+29% +$4.28K ﹤0.01% 529
2026
Q1 		$13.8K Buy
+382
New +$14.5K ﹤0.01% 457

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 $3.38T AUM 44.17% 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

Synergy Investment Management's STAG Position: Q2 2026 in Review

Synergy Investment Management increased its STAG Industrial (STAG) stake by 29% in Q2 2026, buying an estimated $4.28K and bringing the position to 494 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Synergy Investment Management first reported a position in STAG in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Synergy Investment Management held 494 shares of STAG Industrial worth $18.9K as of Q2 2026.
  • Synergy Investment Management bought 112 STAG Industrial shares in Q2 2026, an estimated $4.28K.
  • STAG Industrial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #529 holding.
  • Synergy Investment Management first reported a position in STAG Industrial in Q1 2026 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.