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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
Q1 		$13.8K Buy
+382
New +$14.5K ﹤0.01% 457

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

Synergy Investment Management's STAG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in STAG Industrial (STAG) in Q1 2026: 382 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • Synergy Investment Management held 382 shares of STAG Industrial worth $13.8K as of Q1 2026.
  • STAG Industrial was a new Synergy Investment Management position in Q1 2026.
  • STAG Industrial made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #457 holding.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.