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Westend Capital Management’s STAG Industrial STAG Stock Holding History

Westend Capital 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 		$381K Sell
10,000
-1,329
-12% -$50.8K 0.09% 43
2026
Q1 		$409K Hold
11,329
– – 0.12% 33
2025
Q4 		$416K Buy
+11,329
New +$430K 0.12% 34

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

Westend Capital Management's STAG Position: Q2 2026 in Review

Westend Capital Management reduced its STAG Industrial (STAG) stake by 12% in Q2 2026, selling an estimated $50.8K and leaving 10,000 shares worth $381K. The position accounts for 0.09% of the portfolio, ranked #43.

Westend Capital Management first reported a position in STAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $416K in Q4 2025. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Westend Capital Management held 10,000 shares of STAG Industrial worth $381K as of Q2 2026.
  • Westend Capital Management sold 1,329 STAG Industrial shares in Q2 2026, an estimated $50.8K.
  • STAG Industrial made up 0.09% of Westend Capital Management's portfolio in Q2 2026, its #43 holding.
  • Westend Capital Management first reported a position in STAG Industrial in Q4 2025 and has held it in 3 quarters since.
  • Westend Capital Management's STAG Industrial position peaked at $416K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.