WA
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WESPAC Advisors’s STAG Industrial STAG Stock Holding History

WESPAC 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
2025
Q2 		– Sell
-20,035
Closed -$724K – 195
2025
Q1 		$724K Sell
20,035
-1,024
-5% -$35.7K 0.59% 71
2024
Q4 		$712K Buy
21,059
+2,897
+16% +$106K 0.52% 76
2024
Q3 		$710K Sell
18,162
-534
-3% -$20.9K 0.53% 67
2024
Q2 		$674K Sell
18,696
-14,880
-44% -$530K 0.53% 66
2024
Q1 		$1.29M Buy
33,576
+1,858
+6% +$70.4K 0.75% 41
2023
Q4 		$1.25M Sell
31,718
-751
-2% -$26.7K 0.86% 36
2023
Q3 		$1.12M Buy
32,469
+1,218
+4% +$44.2K 0.84% 41
2023
Q2 		$1.12M Sell
31,251
-815
-3% -$28.2K 0.9% 39
2023
Q1 		$1.08M Buy
32,066
+11,407
+55% +$389K 1.02% 34
2022
Q4 		$668K Sell
20,659
-305
-1% -$9.55K 1.16% 29
2022
Q3 		$596K Sell
20,964
-12,280
-37% -$387K 0.8% 48
2022
Q2 		$1.03M Buy
33,244
+13,846
+71% +$491K 0.78% 41
2022
Q1 		$802K Sell
19,398
-10,903
-36% -$450K 0.87% 50
2021
Q4 		$1.45M Buy
30,301
+1,026
+4% +$44.7K 0.97% 37
2021
Q3 		$1.15M Buy
29,275
+15,456
+112% +$631K 0.71% 57
2021
Q2 		$517K Sell
13,819
-16,592
-55% -$605K 0.99% 51
2021
Q1 		$1.02M Sell
30,411
-7,006
-19% -$224K 0.76% 54
2020
Q4 		$1.17M Buy
37,417
+14,482
+63% +$453K 0.9% 45
2020
Q3 		$699K Sell
22,935
-1,403
-6% -$44.3K 0.87% 50
2020
Q2 		$714K Sell
24,338
-437
-2% -$11.5K 0.81% 50
2020
Q1 		$558K Sell
24,775
-2,082
-8% -$60.6K 1.34% 25
2019
Q4 		$848K Buy
26,857
+113
+0.4% +$3.46K 0.83% 49
2019
Q3 		$788K Sell
26,744
-15,042
-36% -$446K 0.79% 50
2019
Q2 		$1.26M Buy
41,786
+3,007
+8% +$89.3K 0.94% 43
2019
Q1 		$1.16M Buy
+38,779
New +$1.07M 0.8% 44

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WESPAC Advisors's STAG Position: Q2 2025 in Review

WESPAC Advisors sold out of STAG Industrial (STAG) in Q2 2025, closing a stake of 20,035 shares — an estimated $724K sold.

WESPAC Advisors first reported a position in STAG in Q1 2019 and held it in 25 quarters. The position peaked at $1.45M in Q4 2021. 521 funds tracked by Wall St. Rank hold STAG as of Q2 2025.

  • WESPAC Advisors reported no remaining STAG Industrial position as of Q2 2025 after selling out during the quarter.
  • WESPAC Advisors sold 20,035 STAG Industrial shares in Q2 2025, an estimated $724K.
  • WESPAC Advisors first reported a position in STAG Industrial in Q1 2019 and held it in 25 quarters.
  • WESPAC Advisors's STAG Industrial position peaked at $1.45M in Q4 2021.
  • 521 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.