VAM
STAG icon

Vert Asset Management’s STAG Industrial STAG Stock Holding History

Vert Asset 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
Q2 		$3.7M Buy
97,307
+1,519
+2% +$58K 1.01% 26
2026
Q1 		$3.45M Buy
95,788
+7,813
+9% +$296K 1.1% 25
2025
Q4 		$3.23M Buy
87,975
+5,048
+6% +$192K 1.08% 25
2025
Q3 		$2.93M Buy
82,927
+4,633
+6% +$165K 0.98% 26
2025
Q2 		$2.84M Sell
78,294
-6,827
-8% -$236K 1.03% 25
2025
Q1 		$3.07M Buy
85,121
+5,605
+7% +$195K 1.06% 25
2024
Q4 		$2.69M Buy
79,516
+3,948
+5% +$144K 0.92% 27
2024
Q3 		$2.95M Hold
75,568
– – 1.02% 27
2024
Q2 		$2.72M Buy
75,568
+1,601
+2% +$57K 1.09% 26
2024
Q1 		$2.84M Buy
73,967
+2,272
+3% +$86.1K 1.2% 25
2023
Q4 		$2.81M Buy
71,695
+5,416
+8% +$192K 1.21% 25
2023
Q3 		$2.29M Buy
66,279
+50,552
+321% +$1.83M 1.16% 25
2023
Q2 		$564K Buy
+15,727
New +$544K 0.29% 32
2022
Q4 		– Sell
-37,633
Closed -$1.07M – 43
2022
Q3 		$1.07M Buy
37,633
+3,868
+11% +$122K 1.01% 25
2022
Q2 		$1.04M Buy
33,765
+1,992
+6% +$70.6K 0.97% 25
2022
Q1 		$1.31M Buy
31,773
+3,788
+14% +$156K 1.06% 27
2021
Q4 		$1.34M Buy
+27,985
New +$1.22M 1.1% 26

Other funds holding STAG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Vert Asset Management's STAG Position: Q2 2026 in Review

Vert Asset Management increased its STAG Industrial (STAG) stake by 1.6% in Q2 2026, buying an estimated $58K and bringing the position to 97,307 shares worth $3.7M. The position accounts for 1.01% of the portfolio, ranked #26.

Vert Asset Management first reported a position in STAG in Q4 2021 and has held it in 17 quarters since. 68 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Vert Asset Management held 97,307 shares of STAG Industrial worth $3.7M as of Q2 2026.
  • Vert Asset Management bought 1,519 STAG Industrial shares in Q2 2026, an estimated $58K.
  • STAG Industrial made up 1.01% of Vert Asset Management's portfolio in Q2 2026, its #26 holding.
  • Vert Asset Management first reported a position in STAG Industrial in Q4 2021 and has held it in 17 quarters since.
  • 68 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.