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Whalen Wealth Management’s STAG Industrial STAG Stock Holding History

Whalen Wealth 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
2025
Q4 		– Sell
-12,374
Closed -$437K – 234
2025
Q3 		$437K Buy
12,374
+5,551
+81% +$198K 0.26% 96
2025
Q2 		$248K Sell
6,823
-5,362
-44% -$185K 0.16% 179
2025
Q1 		$440K Buy
+12,185
New +$425K 0.29% 69

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 $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

Whalen Wealth Management's STAG Position: Q4 2025 in Review

Whalen Wealth Management sold out of STAG Industrial (STAG) in Q4 2025, closing a stake of 12,374 shares — an estimated $437K sold.

Whalen Wealth Management first reported a position in STAG in Q1 2025 and held it in 3 quarters. The position peaked at $440K in Q1 2025. 543 funds tracked by Wall St. Rank hold STAG as of Q4 2025.

  • Whalen Wealth Management reported no remaining STAG Industrial position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 12,374 STAG Industrial shares in Q4 2025, an estimated $437K.
  • Whalen Wealth Management first reported a position in STAG Industrial in Q1 2025 and held it in 3 quarters.
  • Whalen Wealth Management's STAG Industrial position peaked at $440K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.