Tectonic Advisors’s STAG Industrial STAG Stock Holding History

Tectonic 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	$589K	Buy	16,333 +2,617	+19%	+$99.2K	0.03%	229
2025 Q4	$504K	Buy	13,716 +479	+4%	+$18.2K	0.03%	257
2025 Q3	$467K	Buy	13,237 +219	+2%	+$7.81K	0.03%	273
2025 Q2	$472K	Buy	13,018 +304	+2%	+$10.5K	0.03%	268
2025 Q1	$459K	Sell	12,714 -2,096	-14%	-$73.1K	0.03%	258
2024 Q4	$501K	Buy	14,810 +2,161	+17%	+$79.1K	0.03%	238
2024 Q3	$494K	Buy	12,649 +847	+7%	+$33.2K	0.03%	240
2024 Q2	$426K	Buy	11,802 +1,642	+16%	+$58.4K	0.03%	241
2024 Q1	$391K	Buy	10,160 +1,670	+20%	+$63.3K	0.03%	245
2023 Q4	$333K	Buy	8,490 +743	+10%	+$26.4K	0.03%	246
2023 Q3	$267K	Buy	+7,747	New	+$281K	0.03%	253

Other funds holding STAG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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