Foresight Wealth Management, LLC Stag Industrial, Inc. Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$28.21 - $35.14 $68,324 - $85,109	2,422 Added 8.99%	29,372 $835,000
Q2 2022 Jul 29, 2022	BUY	$30.33 - $42.22 $72,610 - $101,074	2,394 Added 9.75%	26,950 $832,000
Q1 2022 May 04, 2022	BUY	$38.14 - $47.0 $189,136 - $233,073	4,959 Added 25.3%	24,556 $1.02 Million
Q4 2021 Feb 04, 2022	SELL	$39.83 - $47.96 $8,603 - $10,359	-216 Reduced 1.09%	19,597 $940,000
Q3 2021 Oct 21, 2021	SELL	$37.37 - $43.27 $34,230 - $39,635	-916 Reduced 4.42%	19,813 $778,000

Q2 2021 Jul 19, 2021	BUY	$34.42 - $39.33 $102,881 - $117,557	2,989 Added 16.85%	20,729 $776,000
Q1 2021 May 04, 2021	BUY	$29.77 - $34.46 $193,415 - $223,886	6,497 Added 57.79%	17,740 $596,000
Q4 2020 Feb 04, 2021	BUY	$29.51 - $33.42 $331,780 - $375,741	11,243 New	11,243 $352,000

Others Institutions Holding STAG

# of Institutions

584

Shares Held

152M

Call Options Held

305K

Put Options Held

50K

Vanguard Group Inc Valley Forge, PA

25.8M
Shares

$994 Million
0.01% of portfolio
Black Rock Inc. New York, NY

22.5M
Shares

$866 Million
0.02% of portfolio
State Street Corp Boston, MA

9.4M
Shares

$361 Million
0.01% of portfolio
Cbre Investment Management Listed Real Assets LLC Radnor, PA

3.91M
Shares

$150 Million
2.0% of portfolio
Geode Capital Management, LLC Boston, MA

3.77M
Shares

$145 Million
0.01% of portfolio

About STAG Industrial, Inc.

Ticker STAG
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 179,216,000
Market Cap $6.89B
Description
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

More about STAG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foresight Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foresight Wealth Management, LLC with notifications on news.