Sage Capital Management, LLC STAG — STAG INDL INC

Ownership history in Sage Capital Management, LLC  ·  8 quarters on record

AI Ownership Summary

Sage Capital Management, LLC reported STAG INDL INC (STAG) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.52% in 2024 Q2. The latest visible filing shows STAG at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sage Capital Management, LLC's position in STAG INDL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STAG was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STAG stock page Sage Capital Management, LLC fund profile Sage Capital Management, LLC full holdings
How Sage Capital Management, LLC held STAG — position size vs. price
% of Fund (quarterly)    STAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,718 +38 +0.2% 0.35% $747K 2026-04-15 $38.45
2025 Q4 REDUCED 10.4% -0.8% ✅ 20,680 -2,404 -10.4% 0.35% $760K 2026-01-15 $37.04
2025 Q3 ADDED — — — 23,084 +148 +0.6% 0.37% $815K 2025-10-28 $37.35
2025 Q2 ADDED — — — 22,936 +151 +0.7% 0.40% $832K 2025-08-05 $34.21
2025 Q1 ADDED — — — 22,785 +149 +0.7% 0.45% $823K 2025-05-15 $34.16
2024 Q4 ADDED — — — 22,636 +138 +0.6% 0.39% $766K 2025-02-12 $33.38
2024 Q3 ADDED — — — 22,498 +395 +1.8% 0.42% $879K 2024-10-30 $35.51
2024 Q2 INITIATED — — — 22,103 — — 0.52% $868K 2024-07-31 $38.10

🏢 Other funds also holding STAG

As of 2026 Q1 — sorted by position size

DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.35% Aegis Wealth Management, Inc. 1.23% Pensionfund Sabic 3Y 7Y 1.19% Eliot Finkel Investment Counsel, LLC 3Y 7Y 1.16% Pensionfund PDN 3Y 7Y 1.12% Vert Asset Management LLC 3Y 1.1% Leeward Investments, LLC - MA 3Y 0.78% Boston Trust Walden Corp 3Y 7Y 0.76% MQS Management LLC 3Y 0.65% J.M. Arbour, LLC 0.6%

FAQ About Sage Capital Management, LLC and STAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sage Capital Management, LLC reported owning STAG?

Sage Capital Management, LLC reported STAG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported STAG position in Sage Capital Management, LLC's portfolio?

The largest reported portfolio weight for STAG was 0.52% in 2024 Q2.

What is the latest reported STAG position on this page?

The most recent filing on this page is 2026 Q1, when Sage Capital Management, LLC reported 20,718 shares, equal to 0.35% of portfolio, with an estimated market value of $747K.

What does the chart on this STAG ownership page compare?

The chart compares Sage Capital Management, LLC's quarterly STAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sage Capital Management, LLC time their STAG position?

Based on 13F filing dates vs. subsequent STAG price moves, Sage Capital Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on STAG relative to SPY over the holding period was -14.4%.

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