Values First Advisors’s STAG Industrial STAG Stock Holding History

Values First 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	$728K	Buy	19,127 +2,879	+18%	+$110K	0.33%	92
2026 Q1	$586K	Buy	16,248 +198	+1%	+$7.51K	0.31%	90
2025 Q4	$590K	Buy	16,050 +1,290	+9%	+$49K	0.31%	92
2025 Q3	$521K	Buy	14,760 +223	+2%	+$7.95K	0.28%	100
2025 Q2	$527K	Sell	14,537 -132	-0.9%	-$4.57K	0.29%	102
2025 Q1	$529K	Buy	14,669 +107	+0.7%	+$3.73K	0.31%	87
2024 Q4	$492K	Buy	14,562 +307	+2%	+$11.2K	0.27%	96
2024 Q3	$557K	Sell	14,255 -66	-0.5%	-$2.59K	0.3%	85
2024 Q2	$516K	Buy	14,321 +12	+0.1%	+$427	0.31%	81
2024 Q1	$550K	Buy	14,309 +473	+3%	+$17.9K	0.32%	90
2023 Q4	$543K	Buy	+13,836	New	+$491K	0.33%	90
2023 Q2	–	Sell	-75	Closed	-$2.55K	–	319
2023 Q1	$2.55K	Buy	+75	New	+$2.56K	﹤0.01%	300

Other funds holding STAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Values First Advisors's STAG Position: Q2 2026 in Review

Values First Advisors increased its STAG Industrial (STAG) stake by 18% in Q2 2026, buying an estimated $110K and bringing the position to 19,127 shares worth $728K. The position accounts for 0.33% of the portfolio, ranked #92.

Values First Advisors first reported a position in STAG in Q1 2023 and has held it in 12 quarters since. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

Values First Advisors held 19,127 shares of STAG Industrial worth $728K as of Q2 2026.
Values First Advisors bought 2,879 STAG Industrial shares in Q2 2026, an estimated $110K.
STAG Industrial made up 0.33% of Values First Advisors's portfolio in Q2 2026, its #92 holding.
Values First Advisors first reported a position in STAG Industrial in Q1 2023 and has held it in 12 quarters since.
548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.