VIRGINIA WEALTH MANAGEMENT GROUP, INC. STAG — STAG INDL INC

Ownership history in VIRGINIA WEALTH MANAGEMENT GROUP, INC.  ·  16 quarters on record

AI Ownership Summary

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported STAG INDL INC (STAG) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.03% in 2023 Q4. The latest visible filing shows STAG at 1.81% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VIRGINIA WEALTH MANAGEMENT GROUP, INC.'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 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 VIRGINIA WEALTH MANAGEMENT GROUP, INC. fund profile VIRGINIA WEALTH MANAGEMENT GROUP, INC. full holdings
How VIRGINIA WEALTH MANAGEMENT GROUP, INC. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 93,995 +2,344 +2.6% 1.81% $3.4M 2026-04-29 $38.09
2025 Q4 ADDED — — — 91,651 +1,051 +1.2% 1.97% $3.4M 2026-01-26 $36.35
2025 Q3 ADDED — — — 90,600 +1,735 +2.0% 1.84% $3.2M 2025-10-16 $36.85
2025 Q2 ADDED — — — 88,865 +1,177 +1.3% 1.96% $3.2M 2025-07-17 $34.20
2025 Q1 ADDED — — — 87,688 +3,713 +4.4% 1.96% $3.2M 2025-04-15 $31.05
2024 Q4 ADDED — — — 83,975 +1,522 +1.8% 1.76% $2.8M 2025-01-27 $32.89
2024 Q3 ADDED — — — 82,453 +22,493 +37.5% 2.02% $3.2M 2024-10-09 $34.84
2024 Q2 REDUCED — — — 59,960 -101 -0.2% 1.77% $2.2M 2024-07-17 $36.00
2024 Q1 ADDED — — — 60,061 +793 +1.3% 1.89% $2.3M 2024-04-25 $31.81
2023 Q4 REDUCED — — — 59,268 -3,076 -4.9% 2.03% $2.3M 2024-02-09 $34.34
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STAG

As of 2026 Q1 — sorted by position size

Bayhunt Capital LLC 5.56% Waterfront Capital Partners, LLC 3Y 7Y 3.41% Channing Capital Management, LLC 3Y 7Y 2.08% HEITMAN REAL ESTATE SECURITIES LLC 3Y 7Y 1.78% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.69% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.35% Aristotle Capital Boston, LLC 3Y 7Y 1.29% Aegis Wealth Management, Inc. 1.23% Pensionfund Sabic 3Y 7Y 1.19% Eliot Finkel Investment Counsel, LLC 3Y 7Y 1.16%

FAQ About VIRGINIA WEALTH MANAGEMENT GROUP, INC. and STAG

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

How long has VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported owning STAG?

VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported STAG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STAG position in VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for STAG was 2.03% in 2023 Q4.

What is the latest reported STAG position on this page?

The most recent filing on this page is 2026 Q1, when VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported 93,995 shares, equal to 1.81% of portfolio, with an estimated market value of $3.4M.

What does the chart on this STAG ownership page compare?

The chart compares VIRGINIA WEALTH MANAGEMENT GROUP, INC.'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 VIRGINIA WEALTH MANAGEMENT GROUP, INC. time their STAG position?

Based on 13F filing dates vs. subsequent STAG price moves, VIRGINIA WEALTH MANAGEMENT GROUP, INC. correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on STAG relative to SPY over the holding period was -7.8%.

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