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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Values First Advisors's STAG Position: Q1 2026 in Review

Values First Advisors increased its STAG Industrial (STAG) stake by 1.2% in Q1 2026, buying an estimated $7.51K and bringing the position to 16,248 shares worth $586K. The position accounts for 0.31% of the portfolio, ranked #90.

Values First Advisors first reported a position in STAG in Q1 2023 and has held it in 11 quarters since. The position peaked at $590K in Q4 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

Values First Advisors held 16,248 shares of STAG Industrial worth $586K as of Q1 2026.
Values First Advisors bought 198 STAG Industrial shares in Q1 2026, an estimated $7.51K.
STAG Industrial made up 0.31% of Values First Advisors's portfolio in Q1 2026, its #90 holding.
Values First Advisors first reported a position in STAG Industrial in Q1 2023 and has held it in 11 quarters since.
Values First Advisors's STAG Industrial position peaked at $590K in Q4 2025.
532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.