KIM
STR

Kestra Investment Management’s Sitio Royalties STR Stock Holding History

Kestra Investment Management’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
-1,169
Closed -$21.5K – 712
2025
Q2 		$21.5K Sell
1,169
-81
-6% -$1.45K ﹤0.01% 513
2025
Q1 		$24.8K Sell
1,250
-25,781
-95% -$522K ﹤0.01% 538
2024
Q4 		$518K Sell
27,031
-15,910
-37% -$355K 0.02% 224
2024
Q3 		$895K Buy
+42,941
New +$973K 0.04% 133

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Investment Management's STR Position: Q3 2025 in Review

Kestra Investment Management sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 1,169 shares — an estimated $21.5K sold.

Kestra Investment Management first reported a position in STR in Q3 2024 and held it in 4 quarters. The position peaked at $895K in Q3 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Kestra Investment Management reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,169 Sitio Royalties shares in Q3 2025, an estimated $21.5K.
  • Kestra Investment Management first reported a position in Sitio Royalties in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Sitio Royalties position peaked at $895K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.