WANY
STAG icon

Wealthspire Advisors (New York)’s STAG Industrial STAG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,188
Closed -$41.9K – 2653
2025
Q3 		$41.9K Buy
+1,188
New +$42.4K ﹤0.01% 1314

Other funds holding STAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s STAG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 1,188 shares — an estimated $41.9K sold.

Wealthspire Advisors (New York) first reported a position in STAG in Q3 2025 and held it in 1 quarter. The position peaked at $41.9K in Q3 2025. 543 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,188 STAG Industrial shares in Q4 2025, an estimated $41.9K.
  • Wealthspire Advisors (New York) first reported a position in STAG Industrial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s STAG Industrial position peaked at $41.9K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.