Concurrent Investment Advisors’s Sitio Royalties STR Stock Holding History

Concurrent Investment Advisors’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	-15,856	Closed	-$291K	–	1598
2025 Q2	$291K	Sell	15,856 -5	-0%	-$90	0.01%	1076
2025 Q1	$315K	Sell	15,861 -207	-1%	-$4.19K	0.01%	904
2024 Q4	$308K	Buy	+16,068	New	+$359K	0.01%	818

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

Concurrent Investment Advisors's STR Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 15,856 shares — an estimated $291K sold.

Concurrent Investment Advisors first reported a position in STR in Q4 2024 and held it in 3 quarters. The position peaked at $315K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

Concurrent Investment Advisors reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 15,856 Sitio Royalties shares in Q3 2025, an estimated $291K.
Concurrent Investment Advisors first reported a position in Sitio Royalties in Q4 2024 and held it in 3 quarters.
Concurrent Investment Advisors's Sitio Royalties position peaked at $315K in Q1 2025.
2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.