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Xcel Wealth Management’s Tanger SKT Stock Holding History

Xcel Wealth Management’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
83,666
-300
-0.4% -$11.1K 0.79% 34
2026
Q1 		$2.85M Buy
83,966
+2,800
+3% +$96.3K 0.79% 34
2025
Q4 		$2.71M Buy
81,166
+780
+1% +$26K 0.69% 41
2025
Q3 		$2.72M Buy
80,386
+2,100
+3% +$68.5K 0.71% 39
2025
Q2 		$2.39M Buy
+78,286
New +$2.4M 0.68% 40

Other funds holding SKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Xcel Wealth Management's SKT Position: Q2 2026 in Review

Xcel Wealth Management reduced its Tanger (SKT) stake by 0.36% in Q2 2026, selling an estimated $11.1K and leaving 83,666 shares worth $3.3M. The position accounts for 0.79% of the portfolio, ranked #34.

Xcel Wealth Management first reported a position in SKT in Q2 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold SKT as of Q2 2026.

  • Xcel Wealth Management held 83,666 shares of Tanger worth $3.3M as of Q2 2026.
  • Xcel Wealth Management sold 300 Tanger shares in Q2 2026, an estimated $11.1K.
  • Tanger made up 0.79% of Xcel Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Xcel Wealth Management first reported a position in Tanger in Q2 2025 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held Tanger as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.