EP
STR

Edgestream Partners’s Sitio Royalties STR Stock Holding History

Edgestream 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
Q1 		– Sell
-49,497
Closed -$949K – 1058
2024
Q4 		$949K Buy
49,497
+4,929
+11% +$110K 0.04% 582
2024
Q3 		$929K Buy
+44,568
New +$1.01M 0.04% 587

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgestream Partners's STR Position: Q1 2025 in Review

Edgestream Partners sold out of Sitio Royalties (STR) in Q1 2025, closing a stake of 49,497 shares — an estimated $949K sold.

Edgestream Partners first reported a position in STR in Q3 2024 and held it in 2 quarters. The position peaked at $949K in Q4 2024. 233 funds tracked by Wall St. Rank hold STR as of Q1 2025.

  • Edgestream Partners reported no remaining Sitio Royalties position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 49,497 Sitio Royalties shares in Q1 2025, an estimated $949K.
  • Edgestream Partners first reported a position in Sitio Royalties in Q3 2024 and held it in 2 quarters.
  • Edgestream Partners's Sitio Royalties position peaked at $949K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.