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 Q3	$680K	Sell	18,989 -138	-0.7%	-$5.25K	0.32%	84
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%	-$4.56K	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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Values First Advisors's STAG Position: Q3 2026 in Review

Values First Advisors reduced its STAG Industrial (STAG) stake by 0.72% in Q3 2026, selling an estimated $5.25K and leaving 18,989 shares worth $680K. The position accounts for 0.32% of the portfolio, ranked #84.

Values First Advisors first reported a position in STAG in Q1 2023 and has held it in 13 quarters since. The position peaked at $728K in Q2 2026. 150 funds tracked by Wall St. Rank hold STAG as of Q3 2026.

Values First Advisors held 18,989 shares of STAG Industrial worth $680K as of Q3 2026.
Values First Advisors sold 138 STAG Industrial shares in Q3 2026, an estimated $5.25K.
STAG Industrial made up 0.32% of Values First Advisors's portfolio in Q3 2026, its #84 holding.
Values First Advisors first reported a position in STAG Industrial in Q1 2023 and has held it in 13 quarters since.
Values First Advisors's STAG Industrial position peaked at $728K in Q2 2026.
150 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.