Cerity Partners’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Cerity Partners’s Portfolio STHO Stock Details STHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Sell	17,503 -17,517	-50%	-$144K	﹤0.01%	2980
2025 Q4	$288K	Buy	35,020 +17,447	+99%	+$134K	﹤0.01%	2432
2025 Q3	$145K	Sell	17,573 -3,499	-17%	-$28.4K	﹤0.01%	2572
2025 Q2	$165K	Buy	21,072 +2,426	+13%	+$16.8K	﹤0.01%	2400
2025 Q1	$159K	Sell	18,646 -380	-2%	-$3.31K	﹤0.01%	2260
2024 Q4	$190K	Sell	19,026 -1,469	-7%	-$17.1K	﹤0.01%	2245
2024 Q3	$284K	Buy	20,495 +430	+2%	+$5.58K	﹤0.01%	2096
2024 Q2	$242K	Buy	20,065 +823	+4%	+$10.3K	﹤0.01%	1926
2024 Q1	$249K	Buy	19,242 +1,743	+10%	+$21.8K	﹤0.01%	1978
2023 Q4	$262K	Buy	+17,499	New	+$218K	﹤0.01%	1590
2023 Q3	–	Sell	-17,499	Closed	-$257K	–	1684
2023 Q2	$257K	Buy	+17,499	New	+$277K	﹤0.01%	1445

Other funds holding STHO

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's STHO Position: Q1 2026 in Review

Cerity Partners reduced its Star Holdings Shares of Beneficial Interest (STHO) stake by 50% in Q1 2026, selling an estimated $144K and leaving 17,503 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Cerity Partners first reported a position in STHO in Q2 2023 and has held it in 11 quarters since. The position peaked at $288K in Q4 2025. 79 funds tracked by Wall St. Rank hold STHO as of Q1 2026.

Cerity Partners held 17,503 shares of Star Holdings Shares of Beneficial Interest worth $132K as of Q1 2026.
Cerity Partners sold 17,517 Star Holdings Shares of Beneficial Interest shares in Q1 2026, an estimated $144K.
Star Holdings Shares of Beneficial Interest made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2980 holding.
Cerity Partners first reported a position in Star Holdings Shares of Beneficial Interest in Q2 2023 and has held it in 11 quarters since.
Cerity Partners's Star Holdings Shares of Beneficial Interest position peaked at $288K in Q4 2025.
79 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.