Westfield Capital Management
STAG icon

Westfield Capital Management’s STAG Industrial STAG Stock Holding History

Westfield 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 		$246K Hold
6,467
– – ﹤0.01% 276
2026
Q1 		$233K Hold
6,467
– – ﹤0.01% 247
2025
Q4 		$238K Sell
6,467
-159,732
-96% -$6.06M ﹤0.01% 240
2025
Q3 		$5.87M Sell
166,199
-69,484
-29% -$2.48M 0.02% 201
2025
Q2 		$8.55M Sell
235,683
-15,192
-6% -$525K 0.04% 190
2025
Q1 		$9.06M Sell
250,875
-5,143
-2% -$179K 0.04% 187
2024
Q4 		$8.66M Sell
256,018
-1,414,568
-85% -$51.8M 0.04% 191
2024
Q3 		$65.3M Buy
1,670,586
+442,618
+36% +$17.3M 0.3% 111
2024
Q2 		$44.3M Buy
1,227,968
+260,483
+27% +$9.27M 0.22% 144
2024
Q1 		$37.2M Buy
967,485
+106,217
+12% +$4.03M 0.2% 163
2023
Q4 		$33.8M Buy
861,268
+170,056
+25% +$6.04M 0.2% 165
2023
Q3 		$23.9M Buy
691,212
+37,274
+6% +$1.35M 0.16% 162
2023
Q2 		$23.5M Buy
+653,938
New +$22.6M 0.15% 165
2019
Q2 		– Sell
-611,551
Closed -$18.1M – 265
2019
Q1 		$18.1M Buy
+611,551
New +$16.9M 0.14% 179
2018
Q3 		– Sell
-1,099,147
Closed -$29.9M – 267
2018
Q2 		$29.9M Buy
1,099,147
+385,979
+54% +$9.87M 0.22% 145
2018
Q1 		$17.1M Buy
713,168
+648,618
+1,005% +$15.8M 0.13% 188
2017
Q4 		$1.76M Sell
64,550
-251,152
-80% -$7.02M 0.01% 224
2017
Q3 		$8.67M Sell
315,702
-399,184
-56% -$11M 0.07% 206
2017
Q2 		$19.7M Sell
714,886
-811,587
-53% -$21.7M 0.17% 168
2017
Q1 		$38.2M Sell
1,526,473
-192,275
-11% -$4.69M 0.33% 111
2016
Q4 		$41M Buy
1,718,748
+348,608
+25% +$8.03M 0.36% 99
2016
Q3 		$33.6M Buy
1,370,140
+53,434
+4% +$1.31M 0.27% 125
2016
Q2 		$31.4M Buy
+1,316,706
New +$28M 0.26% 126

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

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

Westfield Capital Management held its STAG Industrial (STAG) position steady in Q2 2026 at 6,467 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Westfield Capital Management first reported a position in STAG in Q2 2016 and has held it in 23 quarters since. The position peaked at $65.3M in Q3 2024. 547 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • Westfield Capital Management held 6,467 shares of STAG Industrial worth $246K as of Q2 2026.
  • Westfield Capital Management left its STAG Industrial share count unchanged in Q2 2026.
  • STAG Industrial made up ﹤0.01% of Westfield Capital Management's portfolio in Q2 2026, its #276 holding.
  • Westfield Capital Management first reported a position in STAG Industrial in Q2 2016 and has held it in 23 quarters since.
  • Westfield Capital Management's STAG Industrial position peaked at $65.3M in Q3 2024.
  • 547 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.