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Waverly Advisors’s STAG Industrial STAG Stock Holding History

Waverly 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 		$5.26M Buy
138,087
+250
+0.2% +$9.55K 0.03% 437
2026
Q1 		$4.97M Buy
137,837
+1,067
+0.8% +$40.5K 0.04% 409
2025
Q4 		$5.03M Buy
+136,770
New +$5.19M 0.04% 375

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's STAG Position: Q2 2026 in Review

Waverly Advisors increased its STAG Industrial (STAG) stake by 0.18% in Q2 2026, buying an estimated $9.55K and bringing the position to 138,087 shares worth $5.26M. The position accounts for 0.03% of the portfolio, ranked #437.

Waverly Advisors first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Waverly Advisors held 138,087 shares of STAG Industrial worth $5.26M as of Q2 2026.
  • Waverly Advisors bought 250 STAG Industrial shares in Q2 2026, an estimated $9.55K.
  • STAG Industrial made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #437 holding.
  • Waverly Advisors first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.