Cerity Partners’s Sitio Royalties STR Stock Holding History

Cerity Partners’s Portfolio STR Stock Details STR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,421	Closed	-$265K	–	2862
2025 Q2	$265K	Buy	+14,421	New	+$259K	﹤0.01%	2219

Other funds holding STR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners's STR Position: Q3 2025 in Review

Cerity Partners sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 14,421 shares — an estimated $265K sold.

Cerity Partners first reported a position in STR in Q2 2025 and held it in 1 quarter. The position peaked at $265K in Q2 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Cerity Partners reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 14,421 Sitio Royalties shares in Q3 2025, an estimated $265K.
Cerity Partners first reported a position in Sitio Royalties in Q2 2025 and held it in 1 quarter.
Cerity Partners's Sitio Royalties position peaked at $265K in Q2 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.